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 NOTTINGHAM ADVISORS

13F Portfolio OverlapQ2 2026NOTTINGHAM ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

NOTTINGHAM ADVISORS, INC. is an institutional investor managing $838M across 122 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 NOTTINGHAM ADVISORS are Aureum Wealth, American Investment Services, Plum Street Advisors, with shared positions in $GLDM, $IAU, $MUFG, $MTB, $VZ, $KLAC. The full ranking of 25 similar funds is below.

#1Aureum Wealth Management, LLCActive

Highly similar · 4 shared positions

$GLDM $IAU $MUFG $MTB

$161M

62 positions

#2American Investment Services, Inc.Active

Substantial overlap · 3 shared positions

$GLDM $IAU $VZ

$473M

133 positions

#3Plum Street Advisors, LLCActive

Substantial overlap · 3 shared positions

$GLDM $IAU $MUFG

$313M

107 positions

#4Argos Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$GLDM $IAU $KLAC

$378M

224 positions

#5PENOBSCOT WEALTH MANAGEMENTActive

Substantial overlap · 3 shared positions

$GLDM $MUFG $IAU

$374M

117 positions

#6Strategic Financial Services, Inc.Smart money

Substantial overlap · 3 shared positions

$GLDM $MTB $KLAC

$2.3B

157 positions

#7Impact Investors, IncPassive

Notable overlap · 3 shared positions

$IAU $MUFG $KLAC

$137M

88 positions

#8Henderson Brothers Financial Partners, LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $VZ $T

$211M

77 positions

#9Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $MUFG $DELL

$829M

163 positions

#10SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $DELL $IAU

$762M

147 positions

#11LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$426M

99 positions

#12PALLADIEM, LLCActive

Notable overlap · 5 shared positions

$GLDM $KLAC $MUFG $SLV $ICE

$103M

136 positions

#13TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $MUFG $DELL

$983M

170 positions

#14Shah Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $VZ $T

$433M

79 positions

#15RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $KLAC $SLV

$218M

108 positions

#16Sowa Financial Group, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $VZ $T

$215M

29 positions

#17GenWealth Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $T $VZ

$642M

89 positions

#18LifeWealth Investments, LLCActive

Notable overlap · 3 shared positions

$IAU $DELL $SLV

$374M

136 positions

#19Proficio Capital Partners LLCPassive

Notable overlap · 3 shared positions

$IAU $DELL $SLV

$2.8B

691 positions

#20Sankala Group LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $SLV

$150M

631 positions

#21Wealth Quarterback LLCActive

Notable overlap · 3 shared positions

$IAU $DELL $SLV

$324M

172 positions

#22Napier Financial, LLCActive

Notable overlap · 3 shared positions

$GLDM $MUFG $VZ

$480M

472 positions

#23Kelly Financial Services LLCActive

Notable overlap · 4 shared positions

$IAU $KLAC $VZ $T

$467M

141 positions

#24Arnhold LLCActive

Notable overlap · 4 shared positions

$IAU $VZ $T $SLV

$1.4B

113 positions

#25Dynasty Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $KLAC $DELL

$13.5B

367 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.