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Hedge Funds Similar to Madden Advisory Services

13F Portfolio OverlapQ2 2026Madden Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

Madden Advisory Services, Inc. is an institutional investor managing $279M across 110 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 Madden Advisory Services are Upper Left Wealth, Kure Advisory, Tanglewood Wealth, with shared positions in $IAU, $SGOL, $STT, $SLV, $WELL, $ALPS. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$IAU$SGOL$STT
$180M
73 positions
#2Kure Advisory, LLCActive
Substantial overlap · 3 shared positions
$IAU$SLV$STT
$211M
62 positions
#3Tanglewood Wealth Management, Inc.Smart money
Substantial overlap · 4 shared positions
$IAU$STT$SLV$WELL
$1.2B
44 positions
#4ACCREDITED INVESTOR SERVICES, LLCSmart money
Substantial overlap · 3 shared positions
$IAU$ALPS$SLV
$177M
81 positions
#5Towneley Capital Management, Inc / DESmart money
Substantial overlap · 3 shared positions
$IAU$SGOL$STT
$509M
46 positions
#6New Harbor Financial Group, LLCActive
Notable overlap · 4 shared positions
$IAU$SGOL$CEF$SLV
$633M
68 positions
#7Proficio Capital Partners LLCPassive
Notable overlap · 3 shared positions
$IAU$SLV$SGOL
$2.8B
691 positions
#8RCW Management, LLCActive
Notable overlap · 4 shared positions
$IAU$WELL$CEF$STT
$112M
68 positions
#9Maltin Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$IAU$ALPS$MDY$STT
$299M
146 positions
#10Hamilton Wealth, LLCPassive
Notable overlap · 4 shared positions
$IAU$ALPS$WELL$SLV
$546M
118 positions
#11Wealth Watch Advisors, INCActive
Notable overlap · 5 shared positions
$IAU$SGOL$SLV$STT$MDY
$309M
142 positions
#12Aspect Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$SGOL$STT
$268M
679 positions
#13FIFTH THIRD SECURITIES, INC.Active
Notable overlap · 5 shared positions
$IAU$SLV$MDY$STT$SGOL
$1.8B
360 positions
#14Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Notable overlap · 3 shared positions
$IAU$SLV$MDY
$142M
408 positions
#15Cooke Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$IAU$STT$MDY
$122M
39 positions
#16Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$WELL
$1.1B
197 positions
#17BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$ALPS$IAU$STT
$453M
117 positions
#18Mill Creek Capital Advisors, LLC
Some overlap · 3 shared positions
$IAU$STT$MDY
$4.9B
260 positions
#19CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 4 shared positions
$IAU$SLV$ALPS$STT
$171M
102 positions
#20TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 3 shared positions
$IAU$CEF$MDY
$1.7B
347 positions
#21Sherry Group, Inc.Active
Some overlap · 4 shared positions
$ALPS$STT$SLV$MDY
$102M
52 positions
#22FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$SLV
$882M
373 positions
#23SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$IAU$MDY$SGOL$STT
$973M
379 positions
#24Empirical Asset Management, LLCPassive
Some overlap · 3 shared positions
$SGOL$SLV$STT
$444M
448 positions
#25Ameliora Wealth Management Ltd.Passive
Some overlap · 3 shared positions
$SGOL$SLV$IAU
$337M
229 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.