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 STEPHEN J. GARRY & ASSOCIATES

13F Portfolio OverlapQ2 2026STEPHEN J. GARRY & ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

STEPHEN J. GARRY & ASSOCIATES, LLC is an institutional investor managing $137M across 55 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 STEPHEN J. GARRY & ASSOCIATES are WESCAP Group, RiverGlades Family Offices, Sage Investment Advisers, with shared positions in $IAU, $GBTC, $SLV, $MPC, $BA, $ED. The full ranking of 21 similar funds is below.

#1WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $GBTC $SLV

$536M

107 positions

#2RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $MPC

$218M

108 positions

#3Sage Investment Advisers LLCPassive

Notable overlap · 3 shared positions

$IAU $BA $SLV

$149M

98 positions

#4Discipline Wealth Solutions, LLCActive

Some overlap · 3 shared positions

$IAU $SLV $MPC

$1.1B

197 positions

#5Palisades Hudson Asset Management, L.P.Active

Some overlap · 3 shared positions

$IAU $BA $SLV

$286M

108 positions

#6Fielder Capital Group LLCPassive

Some overlap · 3 shared positions

$IAU $GBTC $SLV

$462M

303 positions

#7Copia Wealth ManagementPassive

Some overlap · 4 shared positions

$SLV $IAU $GBTC $MPC

$166M

570 positions

#8Spectrum Planning & Advisory Services Inc.Active

Some overlap · 3 shared positions

$IAU $GBTC $BA

$223M

120 positions

#9United Financial Planning Group LLCActive

Some overlap · 3 shared positions

$SLV $ED $BA

$197M

465 positions

#10Independent Wealth Network Inc.Passive

Some overlap · 3 shared positions

$SLV $IAU $BA

$393M

340 positions

#11First Command Advisory Services, Inc.Active

Some overlap · 3 shared positions

$IAU $SLV $BA

$16.8B

1,247 positions

#12Hyposwiss Advisors SAActive

Some overlap · 3 shared positions

$SLV $IAU $BA

$106M

105 positions

#13VIMA LLCPassive

Some overlap · 3 shared positions

$IAU $SLV $GBTC

$103M

372 positions

#14Atlas Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$GBTC $IAU $SLV

$92M

64 positions

#15Graney & King, LLCActive

Slight overlap · 3 shared positions

$ED $IAU $BA

$278M

383 positions

#16Ameliora Wealth Management Ltd.Passive

Slight overlap · 3 shared positions

$SLV $IAU $BA

$337M

229 positions

#17BlueChip Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$SLV $BA $IAU

$264M

172 positions

#18Joseph P. Lucia & Associates, LLCPassive

Slight overlap · 3 shared positions

$ED $GBTC $IAU

$333M

188 positions

#19Scarborough Advisors, LLCActive

Slight overlap · 3 shared positions

$IAU $MPC $SLV

$871M

147 positions

#20Golden State Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$IAU $BA $SLV

$1.1B

1,620 positions

#21Go Invest LLCSmart money

Slight overlap · 3 shared positions

$GBTC $SLV $IAU

$426M

129 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.