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 SENTINEL PENSION ADVISORS

13F Portfolio OverlapQ2 2026SENTINEL PENSION ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

SENTINEL PENSION ADVISORS, LLC is an institutional investor managing $762M across 147 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 SENTINEL PENSION ADVISORS are NOTTINGHAM ADVISORS, Strategic Financial Services, 3EDGE Asset, with shared positions in $GLDM, $DELL, $IAU, $ALPS, $NEE, $PHYS. The full ranking of 25 similar funds is below.

#1NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$GLDM $DELL $IAU

$838M

122 positions

#2Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$GLDM $ALPS $NEE

$2.3B

157 positions

#33EDGE Asset Management, LPActive

Notable overlap · 3 shared positions

$GLDM $PHYS $IAU

$2.2B

94 positions

#4American Investment Services, Inc.Active

Notable overlap · 3 shared positions

$GLDM $IAU $NEE

$473M

133 positions

#5Integrity Wealth Solutions LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $NEE

$271M

129 positions

#6CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $MCD

$296M

82 positions

#7NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$GLDM $IAU $MCD

$270M

74 positions

#8RCW Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $CSX

$112M

68 positions

#9Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $NEE

$211M

77 positions

#10Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $FBTC

$180M

73 positions

#11Sankala Group LLCPassive

Notable overlap · 4 shared positions

$GLDM $PHYS $IAU $FBTC

$150M

631 positions

#12Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$GLDM $MCD $FBTC

$318M

76 positions

#13Bangor Savings BankActive

Notable overlap · 3 shared positions

$GLDM $NEE $MCD

$1.4B

543 positions

#14RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 5 shared positions

$GLDM $IAU $NEE $MCD $DTB

$581M

172 positions

#15Lineweaver Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$ALPS $DELL $IAU $NEE $MCD

$845M

182 positions

#16BEAM WEALTH ADVISORS, INC.Active

Some overlap · 4 shared positions

$ALPS $PHYS $IAU $FBTC

$453M

117 positions

#17GOULD ASSET MANAGEMENT LLC /CA/Smart money

Some overlap · 3 shared positions

$GLDM $IAU $MCD

$635M

176 positions

#18Spectrum Investment Advisors, Inc.Active

Some overlap · 3 shared positions

$ALPS $NEE $MCD

$245M

76 positions

#19Accretive Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $MCD

$412M

181 positions

#20Buck Wealth Strategies, LLCPassive

Some overlap · 3 shared positions

$GLDM $LAZ $DELL

$956M

1,170 positions

#21BARNES PETTEY FINANCIAL ADVISORS, LLCPassive

Some overlap · 3 shared positions

$ALPS $DELL $NEE

$319M

175 positions

#22MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$GLDM $PHYS $IAU

$162M

106 positions

#23ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 3 shared positions

$GLDM $DELL $FBTC

$621M

90 positions

#24Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $FBTC

$1.8B

529 positions

#25AA Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $MCD $CSX

$832M

230 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.