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Hedge Funds Similar to Valued Retirements

13F Portfolio OverlapQ2 2026Valued Retirements portfolio →
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Most similar hedge funds by 13F overlap

Valued Retirements, Inc. is an institutional investor managing $111M across 101 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 Valued Retirements are Pekin Hardy Strauss, Meixler Investment , Ltd., TCP Asset, with shared positions in $PHYS, $IAU, $EPD, $RGLD, $XEL, $KLAC. The full ranking of 25 similar funds is below.

#1Pekin Hardy Strauss, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$IAU$EPD
$1.1B
511 positions
#2Meixler Investment Management, Ltd.Passive
Notable overlap · 3 shared positions
$PHYS$EPD$RGLD
$181M
90 positions
#3TCP Asset Management, LLCActive
Notable overlap · 4 shared positions
$PHYS$XEL$IAU$KLAC
$882M
141 positions
#4CENTRAL TRUST CoPassive
Notable overlap · 4 shared positions
$PHYS$IAU$KLAC$WELL
$5.5B
1,568 positions
#5Grand Central Investment GroupPassive
Some overlap · 3 shared positions
$PHYS$IAU$GILD
$120M
40 positions
#6Comprehensive Money Management Services LLCPassive
Some overlap · 4 shared positions
$IAU$WELL$IRM$BX
$159M
200 positions
#7SATOVSKY ASSET MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$IAU$FLEX$GILD$SO$EPD
$627M
74 positions
#8BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$IAU$PHYS$EPD
$453M
117 positions
#9Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$WELL$BX
$228M
110 positions
#10Hamilton Wealth, LLCPassive
Some overlap · 3 shared positions
$IAU$WELL$GILD
$546M
118 positions
#11Biltmore Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$PHYS$SO
$761M
333 positions
#12Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$PHYS$WELL
$1.1B
197 positions
#13JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$FLEX$KLAC
$632M
142 positions
#14LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$IAU$PHYS$SO$BX
$2.7B
633 positions
#15Pasadena Private Wealth, LLCActive
Some overlap · 3 shared positions
$PHYS$IRM$EPD
$786M
309 positions
#16Arkos Global AdvisorsActive
Some overlap · 4 shared positions
$IAU$PHYS$SO$EPD
$844M
124 positions
#17Parkside Investments, LLCActive
Some overlap · 3 shared positions
$IAU$SO$BX
$902M
91 positions
#18J.M. Arbour, LLCPassive
Some overlap · 3 shared positions
$FLEX$IAU$IRM
$116M
132 positions
#19RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$IAU$EPD$KLAC
$218M
108 positions
#20Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$EPD$RGLD
$1.2B
265 positions
#21ATX Financial Planning, LLCActive
Some overlap · 3 shared positions
$IAU$APO$BX
$151M
83 positions
#22High Point Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WELL$IAU$SO$GILD
$122M
250 positions
#23Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$IAU$EPD$SO
$212M
171 positions
#24Dynasty Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$FLEX$KLAC
$13.5B
367 positions
#25Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$SO$KLAC
$319M
123 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.