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 GW HENSSLER & ASSOCIATES LTD

13F Portfolio OverlapQ3 2026GW HENSSLER & ASSOCIATES LTD portfolio →

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Most similar hedge funds by 13F overlap

GW HENSSLER & ASSOCIATES LTD is an institutional investor managing $2.3B across 224 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GW HENSSLER & ASSOCIATES LTD are Magellan Asset Ltd, Baugh & Associates, Energy Income Partners, with shared positions in $SRE, $EVRG, $D, $SO, $AEP, $ETR. The full ranking of 25 similar funds is below.

#1Magellan Asset Management LtdActive

Notable overlap · 8 shared positions

$SRE $EVRG $D $SO $AEP $ETR

$4.5B

78 positions

#2Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$SO $TFC $ANET $ASML $MO $MS

$221M

41 positions

#3Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$AEP $SRE $SO $EVRG $ETR $D

$6.4B

88 positions

#4Plan Group Financial, LLCPassive

Notable overlap · 7 shared positions

$FITB $SO $AEP $D $MO $PM

$510M

228 positions

#5ANTIPODES PARTNERS LtdActive

Notable overlap · 6 shared positions

$AEP $SRE $EVRG $TTE $D $ETR

$5.5B

130 positions

#6Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 6 shared positions

$AEP $SO $TFC $D $MO $PM

$182M

43 positions

#7GQG Partners LLCActive

Notable overlap · 7 shared positions

$AEP $ALL $TRV $MO $PM $VZ

$53.8B

102 positions

#8Paradigm Capital Management, LLC/NVActive

Notable overlap · 7 shared positions

$TFC $D $USB $MO $AMGN $PM

$116M

65 positions

#9GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$AEP $TFC $D $ETR $AMGN $NVS

$1.2B

611 positions

#10First Bank & TrustPassive

Notable overlap · 8 shared positions

$TTE $USB $AMGN $PM $VZ $SO

$687M

277 positions

#11EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$TRV $TFC $TTE $USB $SCHW $VZ

$5.2B

76 positions

#12ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$EVRG $SO $D $SCHW $MS $VZ

$646M

122 positions

#13TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$AEP $ASML $MO $TTE $PM $VZ

$798M

187 positions

#14Code Waechter LLCActive

Notable overlap · 7 shared positions

$TTE $TFC $USB $AMGN $MS $PM

$211M

126 positions

#15SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 6 shared positions

$AEP $SO $MO $VZ $TMO $AMGN

$275M

77 positions

#16Disciplined Equity Management, Inc.Smart money

Notable overlap · 5 shared positions

$ANET $TFC $USB $MO $VZ

$227M

47 positions

#17High Point Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$SO $AEP $ETR $PM $MO $EVRG

$122M

250 positions

#18Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$TFC $TRV $MO $MS $NVS $PM

$10.2B

208 positions

#19HF Advisory Group, LLCPassive

Notable overlap · 6 shared positions

$SO $TFC $SCHW $MO $PM $VZ

$336M

174 positions

#20CAPITAL CITY TRUST CO/FLPassive

Some overlap · 5 shared positions

$ANET $TRV $AEP $TMO $PM

$484M

118 positions

#21DJE Kapital AGActive

Some overlap · 6 shared positions

$ANET $ASML $TTE $AEM $MS $VZ

$5.3B

124 positions

#22PARK CIRCLE CoActive

Some overlap · 7 shared positions

$TRV $MO $PM $VZ $TFC $HAS

$117M

53 positions

#23Wolff Financial Management LLCActive

Some overlap · 7 shared positions

$AEP $MO $VZ $PFG $PM $USB

$494M

102 positions

#24Global Wealth Management Investment Advisory, Inc.Passive

Some overlap · 6 shared positions

$TFC $D $SO $AMGN $MS $VZ

$703M

160 positions

#25Interactive Financial AdvisorsActive

Some overlap · 5 shared positions

$AEP $ALL $USB $SO $MS

$164M

74 positions

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View GW HENSSLER & ASSOCIATES LTD’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.