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 PENOBSCOT WEALTH

13F Portfolio OverlapQ2 2026PENOBSCOT WEALTH portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PENOBSCOT WEALTH MANAGEMENT is an institutional investor managing $374M across 117 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 PENOBSCOT WEALTH are Aureum Wealth, NOTTINGHAM ADVISORS, Plum Street Advisors, with shared positions in $GLDM, $MUFG, $IAU, $FSLR, $TMO, $MMM. The full ranking of 25 similar funds is below.

#1Aureum Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$GLDM $MUFG $IAU

$161M

62 positions

#2NOTTINGHAM ADVISORS, INC.Active

Substantial overlap · 3 shared positions

$GLDM $MUFG $IAU

$838M

122 positions

#3Plum Street Advisors, LLCActive

Substantial overlap · 5 shared positions

$GLDM $FSLR $IAU $MUFG $TMO

$313M

107 positions

#4NavPoint Financial, Inc.Active

Substantial overlap · 4 shared positions

$GLDM $IAU $MMM $DOV

$270M

74 positions

#5American Investment Services, Inc.Active

Substantial overlap · 3 shared positions

$GLDM $IAU $PEP

$473M

133 positions

#6Cassaday & Co Wealth Management LLCSmart money

Substantial overlap · 3 shared positions

$GLDM $PEP $ETN

$5.3B

1,313 positions

#7Financial Planning Navigators CORPActive

Substantial overlap · 3 shared positions

$GLDM $DOV $MMM

$267M

70 positions

#8Integrity Wealth Solutions LLCActive

Notable overlap · 3 shared positions

$GLDM $DOV $IAU

$271M

129 positions

#9Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $PEP

$211M

77 positions

#103EDGE Asset Management, LPActive

Notable overlap · 3 shared positions

$GLDM $DOV $IAU

$2.2B

94 positions

#11SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $ETN $FSLR

$222M

100 positions

#12Chatterton & Associates Inc.Passive

Notable overlap · 3 shared positions

$GLDM $DOV $ETN

$170M

101 positions

#13RM Financial Services, LLCPassive

Notable overlap · 4 shared positions

$GLDM $PEP $ETN $IDXX

$135M

79 positions

#14Bangor Savings BankActive

Notable overlap · 3 shared positions

$GLDM $PEP $DOV

$1.4B

543 positions

#15Napier Financial, LLCActive

Notable overlap · 3 shared positions

$GLDM $MUFG $TMO

$480M

472 positions

#16Compass Wealth Management, LLC/GAActive

Notable overlap · 3 shared positions

$GLDM $IAU $PEP

$251M

74 positions

#17RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 4 shared positions

$GLDM $IAU $ETN $MUFG

$581M

172 positions

#18Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $DOV

$983M

149 positions

#19BRIGHT FINANCIAL ADVISORS, INC.Active

Notable overlap · 3 shared positions

$GLDM $ETN $IAU

$239M

72 positions

#20GOULD ASSET MANAGEMENT LLC /CA/Smart money

Notable overlap · 4 shared positions

$GLDM $IAU $MUFG $PEP

$635M

176 positions

#21Accretive Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $TMO

$412M

181 positions

#22Noble Wealth Partners LLCPassive

Some overlap · 3 shared positions

$GLDM $MUFG $DOV

$115M

76 positions

#23MYECFO, LLCSmart money

Some overlap · 3 shared positions

$GLDM $IAU $DOV

$265M

73 positions

#24Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $ETN

$1.8B

529 positions

#25MAI Capital ManagementPassive

Some overlap · 4 shared positions

$GLDM $DOV $IAU $ETN

$26.6B

2,108 positions

Compare PENOBSCOT WEALTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View PENOBSCOT WEALTH’s holdings

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.