Hedge Funds Similar to Lynx Investment Advisory

13F Portfolio OverlapQ2 2026Lynx Investment Advisory portfolio →

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Most similar hedge funds by 13F overlap

Lynx Investment Advisory is an institutional investor managing $305M across 230 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 Lynx Investment Advisory are MYECFO, NavPoint Financial, Copia Wealth, with shared positions in $GLDM, $IAU, $DOV, $VZ, $COP, $PNC. The full ranking of 25 similar funds is below.

#1MYECFO, LLCSmart money

Notable overlap · 3 shared positions

$GLDM $IAU $DOV

$265M

73 positions

#2NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$GLDM $IAU $DOV

$270M

74 positions

#3Copia Wealth ManagementPassive

Notable overlap · 3 shared positions

$GLDM $DOV $IAU

$166M

570 positions

#4American Investment Services, Inc.Active

Notable overlap · 3 shared positions

$473M

133 positions

#5MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $DOV

$162M

106 positions

#6Accretive Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $COP

$412M

181 positions

#7NOTTINGHAM ADVISORS, INC.Active

Some overlap · 3 shared positions

$838M

122 positions

#8AA Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $DOV $COP

$832M

230 positions

#93EDGE Asset Management, LPActive

Some overlap · 3 shared positions

$GLDM $DOV $IAU

$2.2B

94 positions

#10Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $PNC

$1.8B

529 positions

#11Greenline Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $DOV

$983M

149 positions

#12CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$183M

146 positions

#13Zhang Financial LLCActive

Some overlap · 3 shared positions

$IAU $DOV $GLDM

$3.4B

392 positions

#14Novak & Powell Financial Services, Inc.Passive

Some overlap · 3 shared positions

$212M

171 positions

#15Henderson Brothers Financial Partners, LLCActive

Some overlap · 3 shared positions

$211M

77 positions

#16Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 3 shared positions

$637M

125 positions

#17Boyce & Associates Wealth Consulting, Inc.Active

Some overlap · 3 shared positions

$IAU $DOV $GLDM

$144M

82 positions

#18FIDUCIENT ADVISORS LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $TFC

$698M

153 positions

#19Beckerman Institutional, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $PFE

$210M

124 positions

#20PENOBSCOT WEALTH MANAGEMENTActive

Some overlap · 3 shared positions

$GLDM $IAU $DOV

$374M

117 positions

#21Alliance Wealth Advisors, LLC /UTPassive

Some overlap · 3 shared positions

$530M

235 positions

#22My Portfolio Guide, LLC

Some overlap · 3 shared positions

$GLDM $PFE $COP

$181M

166 positions

#23New England Private Wealth Advisors LLCActive

Some overlap · 3 shared positions

$DOV $GLDM $IAU

$1.0B

205 positions

#24Bangor Savings BankActive

Some overlap · 3 shared positions

$1.4B

543 positions

#25Integrity Wealth Solutions LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $IAU

$271M

129 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.