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 Wealth Watch Advisors

13F Portfolio OverlapQ2 2026Wealth Watch Advisors portfolio →

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Most similar hedge funds by 13F overlap

Wealth Watch Advisors, INC is an institutional investor managing $309M across 142 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 Wealth Watch Advisors are New Harbor Financial Group, Upper Left Wealth, Towneley , / DE, with shared positions in $SGOL, $IAU, $SLV, $BITB, $SIVR, $STT. The full ranking of 25 similar funds is below.

#1New Harbor Financial Group, LLCActive

Notable overlap · 5 shared positions

$SGOL $IAU $SLV $BITB $SIVR

$633M

68 positions

#2Upper Left Wealth Management, LLCActive

Notable overlap · 5 shared positions

$IAU $STT $SGOL $IBIT $BITB

$180M

73 positions

#3Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$SGOL $IAU $STT

$509M

46 positions

#4Aspect Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $STT $SGOL

$268M

679 positions

#5Go Invest LLCSmart money

Notable overlap · 6 shared positions

$SGOL $STT $IBIT $SLV $IAU $BITB

$426M

129 positions

#6Luminist Capital LLCActive

Notable overlap · 5 shared positions

$SGOL $STT $SLV $IBIT $MCD

$89M

418 positions

#7Apeiron RIA LLCActive

Notable overlap · 4 shared positions

$IAU $SIVR $MDY $IBIT

$390M

162 positions

#8Madden Advisory Services, Inc.Active

Notable overlap · 5 shared positions

$IAU $SGOL $SLV $STT $MDY

$279M

110 positions

#9Midwest Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $STT $SYK

$246M

210 positions

#10Cooke Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$IAU $SYK $STT $MDY

$122M

39 positions

#11Cushing Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$IAU $SLV $SYK $MCD

$145M

99 positions

#12Global Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IAU $SIVR $IBIT $SLV

$196M

47 positions

#13Mill Creek Capital Advisors, LLC

Notable overlap · 4 shared positions

$IAU $STT $MDY $IBIT

$4.9B

260 positions

#14Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $SYK

$84M

36 positions

#15Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$SGOL $SLV $IBIT

$687M

283 positions

#16Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$125M

35 positions

#17Kure Advisory, LLCActive

Notable overlap · 4 shared positions

$IAU $STT $SLV $CMI

$211M

62 positions

#18Eurizon Asset Management Hungary Ltd.Smart money

Notable overlap · 3 shared positions

$IAU $SGOL $SIVR

$94M

21 positions

#19FIFTH THIRD SECURITIES, INC.Active

Notable overlap · 5 shared positions

$IAU $MDY $SLV $STT $SGOL

$1.8B

360 positions

#20Allie Family Office LLCActive

Notable overlap · 3 shared positions

$IAU $STT $IBIT

$269M

107 positions

#21MAIMON WEALTH MANAGEMENT LTD.Passive

Notable overlap · 3 shared positions

$IAU $SYK $MCD

$130M

80 positions

#22Ameliora Wealth Management Ltd.Passive

Notable overlap · 5 shared positions

$SGOL $SLV $IAU $PWR $IBIT

$337M

229 positions

#23Evelyn Partners Asset Management Ltd

Notable overlap · 4 shared positions

$SYK $SGOL $IAU $MCD

$406M

308 positions

#24Zhang Financial LLCActive

Notable overlap · 3 shared positions

$IAU $SYK $IBIT

$3.4B

392 positions

#25WT Wealth ManagementPassive

Notable overlap · 3 shared positions

$SGOL $SIVR $BITB

$361M

138 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.