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Hedge Funds Similar to Horst & Graben Wealth

13F Portfolio OverlapQ2 2026Horst & Graben Wealth portfolio →
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Most similar hedge funds by 13F overlap

Horst & Graben Wealth Management LLC is an institutional investor managing $760M across 205 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Horst & Graben Wealth are American Investment Services, Copia Wealth, NOTTINGHAM ADVISORS, with shared positions in $GLDM, $IAU, $NKE, $DLR, $UPS, $PM. The full ranking of 25 similar funds is below.

#1American Investment Services, Inc.Active
Some overlap · 4 shared positions
$GLDM$IAU$NKE$DLR
$473M
133 positions
#2Copia Wealth ManagementPassive
Some overlap · 5 shared positions
$GLDM$IAU$UPS$NKE$PM
$166M
570 positions
#3NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$838M
122 positions
#4Aureum Wealth Management, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$161M
62 positions
#5Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$GLDM$IAU$MO$PM$CMI
$251M
74 positions
#6BCWM, LLCPassive
Some overlap · 4 shared positions
$IAU$DLR$UPS$MO
$342M
57 positions
#7Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$313M
107 positions
#8LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 4 shared positions
$IAU$GLDM$MUFG$MRVL
$426M
99 positions
#9Empower Advisory Group, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$41.9B
532 positions
#10Quent Capital, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$MUFG
$1.6B
1,653 positions
#11Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$CMI
$1.8B
529 positions
#12Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$PM
$412M
181 positions
#13Noble Wealth Partners LLCPassive
Some overlap · 4 shared positions
$GLDM$MUFG$MO$PM
$115M
76 positions
#14Greenline Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$MKL
$983M
149 positions
#15Magnolia Private Wealth, LLCPassive
Some overlap · 4 shared positions
$GLDM$MKL$IAU$PM
$182M
153 positions
#16Uniplan Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$DLR$EGP$ESS$MAA$TRNO
$1.1B
175 positions
#17BRIGHT FINANCIAL ADVISORS, INC.Active
Some overlap · 5 shared positions
$GLDM$IAU$PM$MO$SHOP
$239M
72 positions
#18Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$IAU$GLDM$MUFG
$134M
119 positions
#19PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$GLDM$MUFG$IAU
$374M
117 positions
#20Beckerman Institutional, LLCPassive
Some overlap · 4 shared positions
$GLDM$IAU$PM$MO
$210M
124 positions
#21Walkner Condon Financial Advisors LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$MRVL
$871M
344 positions
#22Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$DLR$MO$PM
$486M
249 positions
#23RM Financial Services, LLCPassive
Some overlap · 3 shared positions
$GLDM$UPS$CMI
$135M
79 positions
#24Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAU$DLR$MAA
$462M
303 positions
#25CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 5 shared positions
$GLDM$UPS$NKE$MO$PM
$191M
102 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.