How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to NavPoint Financial

13F Portfolio OverlapQ2 2026NavPoint Financial portfolio →

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Most similar hedge funds by 13F overlap

NavPoint Financial, Inc. is an institutional investor managing $270M across 74 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 NavPoint Financial are Plum Street Advisors, Austin Wealth, CONTINUUM WEALTH ADVISORS, with shared positions in $GLDM, $IAU, $IAUM, $DOV, $AXP, $MCD. The full ranking of 25 similar funds is below.

#1Plum Street Advisors, LLCActive

Substantial overlap · 3 shared positions

$GLDM $IAU $IAUM

$313M

107 positions

#2Austin Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$GLDM $DOV $AXP

$473M

126 positions

#3CONTINUUM WEALTH ADVISORS, LLCActive

Substantial overlap · 3 shared positions

$GLDM $IAU $MCD

$296M

82 positions

#4Argos Wealth Advisors, LLCActive

Substantial overlap · 4 shared positions

$GLDM $IAU $PLTR $IBIT

$378M

224 positions

#5Avid Wealth Partners LLCActive

Substantial overlap · 3 shared positions

$GLDM $IBIT $IAU

$207M

77 positions

#6PENOBSCOT WEALTH MANAGEMENTActive

Substantial overlap · 4 shared positions

$GLDM $IAU $MMM $DOV

$374M

117 positions

#7Upper Left Wealth Management, LLCActive

Substantial overlap · 5 shared positions

$GLDM $IAU $IBIT $IAUM $GBTC

$180M

73 positions

#8Financial Planning Navigators CORPActive

Substantial overlap · 4 shared positions

$GLDM $DOV $PLTR $MMM

$267M

70 positions

#93EDGE Asset Management, LPActive

Substantial overlap · 3 shared positions

$GLDM $DOV $IAU

$2.2B

94 positions

#10SAGE PRIVATE WEALTH GROUP, LLCActive

Substantial overlap · 4 shared positions

$GLDM $IAU $TGT $AXP

$222M

100 positions

#11Integrity Wealth Solutions LLCActive

Substantial overlap · 6 shared positions

$GLDM $IBIT $DOV $PLTR $IAU $MELI

$271M

129 positions

#12CURTIS WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $IBIT

$118M

55 positions

#13SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $MCD

$762M

147 positions

#14MYECFO, LLCSmart money

Notable overlap · 3 shared positions

$DOV $GLDM $IAU

$265M

73 positions

#15OakTrust Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$GLDM $IBIT $GBTC $AXP

$116M

69 positions

#16TLT Family Holdco ULCSmart money

Notable overlap · 3 shared positions

$DOV $GLDM $IBIT

$704M

9 positions

#17Copia Wealth ManagementPassive

Notable overlap · 5 shared positions

$DOV $GLDM $IBIT $IAU $GBTC

$166M

570 positions

#18Zhang Financial LLCActive

Notable overlap · 5 shared positions

$DOV $IAU $IBIT $GLDM $AXP

$3.4B

392 positions

#19American National Bank of TexasActive

Notable overlap · 4 shared positions

$DOV $GLDM $CLX $MCD

$110M

56 positions

#20Noble Wealth Partners LLCPassive

Notable overlap · 3 shared positions

$DOV $GLDM $IBIT

$115M

76 positions

#21OKABENA INVESTMENT SERVICES INCPassive

Notable overlap · 4 shared positions

$DOV $TGT $IAU $MELI

$560M

145 positions

#22Sankala Group LLCPassive

Notable overlap · 5 shared positions

$GLDM $IAU $IAUM $ROST $GIS

$150M

631 positions

#23Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$GLDM $GBTC $MCD

$318M

76 positions

#24Compass Wealth Management, LLC/GAActive

Notable overlap · 5 shared positions

$GLDM $IAU $PLTR $ROST $MELI

$251M

74 positions

#25AA Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$DOV $GLDM $MCD

$832M

230 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.