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 New

13F Portfolio OverlapQ2 2026New portfolio →

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Most similar hedge funds by 13F overlap

New Capital Management LP is an institutional investor managing $439M across 60 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 New are Centerline Wealth Advisors, NavPoint Financial, Sharkey, Howes & Javer, with shared positions in $PEP, $IAU, $YUM, $IBIT, $DOV, $MELI. The full ranking of 25 similar funds is below.

#1Centerline Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$PEP $IAU $YUM

$319M

79 positions

#2NavPoint Financial, Inc.Active

Some overlap · 4 shared positions

$IBIT $IAU $DOV $MELI

$270M

74 positions

#3Sharkey, Howes & JaverActive

Some overlap · 3 shared positions

$IBIT $IAU $DOV

$829M

163 positions

#4Allie Family Office LLCActive

Some overlap · 3 shared positions

$IBIT $IAU $DOV

$269M

107 positions

#5PANORAMIC INVESTMENT ADVISORS, LLCPassive

Some overlap · 3 shared positions

$IBIT $PEP $IAU

$209M

141 positions

#6Cranbrook Wealth Management, LLCActive

Some overlap · 3 shared positions

$IBIT $IAU $PEP

$534M

406 positions

#7Ballew Advisors, IncActive

Some overlap · 4 shared positions

$IAU $PEP $IBIT $YUM

$194M

129 positions

#8Bull Oak Capital, LLCSmart money

Some overlap · 3 shared positions

$IBIT $IAU $PEP

$300M

40 positions

#9Copia Wealth ManagementPassive

Some overlap · 3 shared positions

$IBIT $IAU $DOV

$166M

570 positions

#10TENET WEALTH PARTNERS, LLCActive

Some overlap · 3 shared positions

$IAU $IBIT $PEP

$134M

101 positions

#11Ackerman Capital Advisors, LLCActive

Some overlap · 3 shared positions

$IAU $IBIT $DOV

$497M

120 positions

#12ALTERNA WEALTH MANAGEMENT, INCActive

Some overlap · 3 shared positions

$IAU $IBIT $MELI

$174M

109 positions

#13Zhang Financial LLCActive

Some overlap · 3 shared positions

$IAU $IBIT $DOV

$3.4B

392 positions

#14Proficio Capital Partners LLCPassive

Some overlap · 3 shared positions

$IAU $DOV $IBIT

$2.8B

691 positions

#15PENNINGTON PARTNERS & CO., LLCActive

Some overlap · 3 shared positions

$IBIT $DOV $IAU

$312M

131 positions

#16Archer Investment Management, LLCActive

Some overlap · 3 shared positions

$IAU $IBIT $DOV

$293M

110 positions

#17ENTERPRISE FINANCIAL SERVICES CORPPassive

Some overlap · 3 shared positions

$PEP $YUM $AON

$245M

184 positions

#18Discipline Wealth Solutions, LLCActive

Some overlap · 3 shared positions

$IAU $DOV $IBIT

$1.1B

197 positions

#19REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$IAU $DOV $PEP

$760M

229 positions

#20GM Advisory Group, LLC

Some overlap · 3 shared positions

$IAU $IBIT $AON

$2.6B

374 positions

#21OKABENA INVESTMENT SERVICES INCPassive

Some overlap · 4 shared positions

$IAU $DOV $YUMC $MELI

$560M

145 positions

#22CAPE ANN SAVINGS BANKActive

Some overlap · 3 shared positions

$IAU $PEP $CMI

$212M

113 positions

#23Financial & Tax Architects, LLCPassive

Some overlap · 3 shared positions

$PEP $IAU $DOV

$474M

110 positions

#24Colter Lewis Investment Partners LLCActive

Some overlap · 4 shared positions

$DOV $PEP $IBIT $IAU

$225M

114 positions

#25Roehl & Yi Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $DOV $PEP

$304M

194 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.