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 WESCAP Group

13F Portfolio OverlapQ2 2026WESCAP Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WESCAP Management Group, Inc. is an institutional investor managing $536M across 107 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 WESCAP Group are Upper Left Wealth, STEPHEN J. GARRY & ASSOCIATES, Broussard Financial Group, with shared positions in $IAU, $GBTC, $FBTC, $IBIT, $SLV, $ETHA. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IAU $GBTC $FBTC $IBIT

$180M

73 positions

#2STEPHEN J. GARRY & ASSOCIATES, LLCActive

Notable overlap · 3 shared positions

$IAU $GBTC $SLV

$137M

55 positions

#3Broussard Financial Group LLCActive

Notable overlap · 4 shared positions

$IAU $SLV $FBTC $IBIT

$125M

35 positions

#4DWM Financial Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $SLV $IBIT $ETHA

$112M

40 positions

#5Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$IAU $SLV $FBTC

$177M

51 positions

#6Arkos Global AdvisorsActive

Notable overlap · 3 shared positions

$IAU $SLV $FBTC

$844M

124 positions

#7Global Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$196M

47 positions

#8Ackerman Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $NBH $IBIT

$497M

120 positions

#9LifeWealth Investments, LLCActive

Notable overlap · 4 shared positions

$IAU $SLV $DIS $FDX

$374M

136 positions

#10CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $NOC

$130M

55 positions

#11Proficio Capital Partners LLC

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$2.8B

691 positions

#12Battery Global Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $GLW $CI

$200M

157 positions

#13Highland Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $FBTC $CI

$455M

73 positions

#14Wealth Quarterback LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $FBTC

$324M

172 positions

#15ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 3 shared positions

$IAU $GLW $IBIT

$753M

223 positions

#16WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $EFT

$317M

129 positions

#17NKCFO LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$330M

92 positions

#18JSF Financial, LLCActive

Notable overlap · 3 shared positions

$IAU $GLW $DIS

$632M

142 positions

#19Sage Investment Advisers LLCPassive

Notable overlap · 4 shared positions

$IAU $SLV $NSC $FDX

$149M

98 positions

#20Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $NOC

$534M

406 positions

#21NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$IAU $GBTC $IBIT

$270M

74 positions

#22Gibson Capital, LLCSmart money

Notable overlap · 3 shared positions

$IAU $SLV $IBIT

$610M

94 positions

#23TENET WEALTH PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $DIS

$134M

101 positions

#24Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive

Some overlap · 4 shared positions

$IAU $SLV $MTZ $ETHA

$142M

408 positions

#25AVAII WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$IAU $GLW $FBTC

$341M

176 positions

Compare WESCAP Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View WESCAP Group’s holdings

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.