Hedge Funds Similar to Plum Street Advisors

13F Portfolio OverlapQ2 2026Plum Street Advisors portfolio →

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Most similar hedge funds by 13F overlap

Plum Street Advisors, LLC is an institutional investor managing $313M across 107 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 Plum Street Advisors are NOTTINGHAM ADVISORS, Aureum Wealth, SAGE PRIVATE WEALTH GROUP, with shared positions in $GLDM, $IAU, $MUFG, $FSLR, $IAUM, $TMO. The full ranking of 25 similar funds is below.

#1NOTTINGHAM ADVISORS, INC.Active

Substantial overlap · 3 shared positions

$GLDM $IAU $MUFG

$838M

122 positions

#2Aureum Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$GLDM $IAU $MUFG

$161M

62 positions

#3SAGE PRIVATE WEALTH GROUP, LLCActive

Substantial overlap · 3 shared positions

$IAU $GLDM $FSLR

$222M

100 positions

#4Upper Left Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$IAU $GLDM $IAUM

$180M

73 positions

#5NavPoint Financial, Inc.Active

Substantial overlap · 3 shared positions

$GLDM $IAU $IAUM

$270M

74 positions

#6PENOBSCOT WEALTH MANAGEMENTActive

Substantial overlap · 5 shared positions

$GLDM $FSLR $IAU $MUFG $TMO

$374M

117 positions

#7Mader & Shannon Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$IAU $FSLR $TMO

$214M

21 positions

#8LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$426M

99 positions

#9Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $MCK

$211M

77 positions

#10Permanens Capital L.P.Active

Notable overlap · 3 shared positions

$IAU $MUFG $IAUM

$972M

100 positions

#11Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $MUFG $TMO

$829M

163 positions

#12Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$637M

125 positions

#13MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$1.4B

144 positions

#14Sankala Group LLC

Notable overlap · 3 shared positions

$GLDM $IAU $IAUM

$150M

631 positions

#15Apeiron RIA LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $BNY

$390M

162 positions

#16Napier Financial, LLCActive

Notable overlap · 3 shared positions

$GLDM $TMO $MUFG

$480M

472 positions

#17Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $SOFI $CTAS

$823M

134 positions

#18Accretive Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $TMO

$412M

181 positions

#19Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $IAUM

$983M

149 positions

#20ANDERSON HOAGLAND & COActive

Notable overlap · 3 shared positions

$IAU $SOFI $DAL

$1.3B

137 positions

#21Meridian Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$880M

211 positions

#22RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 3 shared positions

$GLDM $IAU $MUFG

$581M

172 positions

#23Asempa Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$IAU $GLDM $MUFG

$134M

119 positions

#24Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $CTAS $IAUM

$145M

99 positions

#25Archer Investment Management, LLCActive

Notable overlap · 3 shared positions

$IAU $MUFG $IAUM

$293M

110 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.