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Hedge Funds Similar to MATAURO

13F Portfolio OverlapQ2 2026MATAURO portfolio →
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Most similar hedge funds by 13F overlap

MATAURO, LLC is an institutional investor managing $756M across 158 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 MATAURO are Wealth Alliance, TrustWell Financial Advisors, WEALTHCARE, with shared positions in $PHYS, $CEF, $MSTR, $IBIT, $OUNZ, $SGOL. The full ranking of 25 similar funds is below.

#1Capital Wealth Alliance, LLCActive
Substantial overlap · 6 shared positions
$PHYS$CEF$MSTR$IBIT$OUNZ$SGOL
$215M
99 positions
#2TrustWell Financial Advisors, LLCActive
Substantial overlap · 3 shared positions
$PHYS$CEF$SGOL
$118M
78 positions
#3WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$PHYS$STT$IBIT
$1.1B
105 positions
#4Pekin Hardy Strauss, Inc.Passive
Notable overlap · 4 shared positions
$PHYS$CEF$IBIT$OUNZ
$1.1B
511 positions
#5Guild Investment Management, Inc.Passive
Notable overlap · 4 shared positions
$PHYS$BTC$OUNZ$HON
$146M
59 positions
#63EDGE Asset Management, LPActive
Notable overlap · 4 shared positions
$PHYS$CEF$STT$BTC
$2.2B
94 positions
#7Accordant Advisory Group IncPassive
Notable overlap · 4 shared positions
$PHYS$NOW$CEF$OUNZ
$148M
242 positions
#8Meixler Investment Management, Ltd.Passive
Notable overlap · 4 shared positions
$PHYS$OUNZ$HON$HONA
$181M
90 positions
#9Mountain Lake Investment Management LLCActive
Notable overlap · 3 shared positions
$PHYS$SGOL$VNOM
$161M
31 positions
#10SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$HON$HONA
$524M
174 positions
#11Elevate Capital Advisors, LLCPassive
Notable overlap · 4 shared positions
$PHYS$BTC$NOW$SGOL
$182M
77 positions
#12Upper Left Wealth Management, LLCActive
Notable overlap · 4 shared positions
$STT$BTC$SGOL$IBIT
$180M
73 positions
#13FULCRUM WEALTH ADVISORS, LLCPassive
Notable overlap · 4 shared positions
$PHYS$SGOL$HON$HONA
$131M
81 positions
#14New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$PHYS$CEF$SGOL
$633M
68 positions
#15Graetz Wealth LLCActive
Some overlap · 4 shared positions
$STT$ETH$IBIT$PLTR
$125M
84 positions
#16Stonebrook Private Inc.Passive
Some overlap · 3 shared positions
$STT$BTC$ETH
$548M
271 positions
#17Luminist Capital LLCActive
Some overlap · 4 shared positions
$STT$SGOL$IBIT$CPER
$89M
418 positions
#18Go Invest LLCSmart money
Some overlap · 3 shared positions
$STT$SGOL$IBIT
$426M
129 positions
#19SACKS & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$STT$IBIT$HON$HONA
$148M
80 positions
#20Friday FinancialActive
Some overlap · 4 shared positions
$STT$IBIT$PLTR$AAAU
$373M
108 positions
#21FLOW TRADERS U.S. LLCPassive
Some overlap · 3 shared positions
$STT$CPER$PLTR
$2.4B
979 positions
#22Convergence Financial, LLCPassive
Some overlap · 3 shared positions
$STT$IBIT$PLTR
$1.3B
272 positions
#23Financial Engines Advisors L.L.C.Active
Some overlap · 3 shared positions
$STT$IBIT$PLTR
$56.3B
552 positions
#24Aspect Partners, LLCActive
Some overlap · 3 shared positions
$STT$SGOL$PLTR
$268M
679 positions
#25University of Illinois FoundationActive
Some overlap · 3 shared positions
$STT$NU$IBIT
$560M
29 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.