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 Sankala Group

13F Portfolio OverlapQ2 2026Sankala Group portfolio →

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Most similar hedge funds by 13F overlap

Sankala Group LLC is an institutional investor managing $150M across 631 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 Sankala Group are Upper Left Wealth, Greenline Partners, NavPoint Financial, with shared positions in $GLDM, $IAUM, $FBTC, $IAU, $BTC, $BITB. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive

Notable overlap · 6 shared positions

$GLDM $IAUM $FBTC $IAU $BTC $BITB

$180M

73 positions

#2Greenline Partners, LLCActive

Notable overlap · 5 shared positions

$GLDM $ALB $IAUM $IAU $SCCO

$983M

149 positions

#3NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$GLDM $IAU $IAUM $ROST $GIS

$270M

74 positions

#43EDGE Asset Management, LPActive

Notable overlap · 6 shared positions

$GLDM $PHYS $FGDL $BITB $IAU $BTC

$2.2B

94 positions

#5SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 4 shared positions

$GLDM $PHYS $IAU $FBTC

$762M

147 positions

#6Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $IAUM

$313M

107 positions

#7NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$GLDM $IAU $SLV

$838M

122 positions

#8McAlvany Wealth Management LLCPassive

Notable overlap · 6 shared positions

$GLDM $SCCO $SLV $RGLD $FNV $IAU

$134M

48 positions

#9Compass Wealth Management, LLC/GAActive

Notable overlap · 3 shared positions

$GLDM $IAU $ROST

$251M

74 positions

#10Beckerman Institutional, LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $IAUM

$210M

124 positions

#11Tidemark, LLCPassive

Some overlap · 3 shared positions

$GLDM $GILD $IAU

$444M

935 positions

#12TABLEAUX LLCActive

Some overlap · 3 shared positions

$IAUM $GLDM $FNV

$238M

120 positions

#13Fielder Capital Group LLCPassive

Some overlap · 4 shared positions

$IAUM $IAU $BITB $SLV

$462M

303 positions

#14MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$GLDM $PHYS $IAU

$162M

106 positions

#15Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $FBTC

$1.8B

529 positions

#16Bauman Advisory Group, LLCActive

Some overlap · 3 shared positions

$IAUM $FBTC $GLDM

$189M

81 positions

#17Copia Wealth ManagementPassive

Some overlap · 3 shared positions

$GLDM $IAU $SLV

$166M

570 positions

#18Reliant Wealth PlanningSmart money

Some overlap · 3 shared positions

$IAUM $IAU $BTC

$364M

54 positions

#19WFA of San Diego, LLCPassive

Some overlap · 3 shared positions

$GLDM $NVO $IAU

$122M

94 positions

#20Cushing Capital Partners, LLCPassive

Some overlap · 4 shared positions

$IAUM $IAU $BTC $SLV

$145M

99 positions

#21United Community BankPassive

Some overlap · 3 shared positions

$IAUM $IAU $GILD

$323M

534 positions

#22SFM, LLCActive

Some overlap · 3 shared positions

$IAUM $AZO $IAU

$195M

69 positions

#23Alpha Financial Partners, LLCActive

Some overlap · 5 shared positions

$GLDM $IAU $PHYS $FBTC $SLV

$190M

118 positions

#24BEAM WEALTH ADVISORS, INC.Active

Some overlap · 4 shared positions

$PHYS $FBTC $IAU $BITB

$453M

117 positions

#25Empower Advisory Group, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $SCCO

$41.9B

532 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.