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Hedge Funds Similar to GW HENSSLER & ASSOCIATES LTD

13F Portfolio OverlapQ1 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 $2.1B across 232 U.S. equity positions as of Q1 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 Energy Income Partners,, GODSEY & GIBB,, ANTIPODES PARTNERS Ltd, with shared positions in $AEP, $SRE, $SO, $EVRG, $ETR, $D. The full ranking of 25 similar funds is below.

#1Energy Income Partners, LLCActive
Notable overlap · 6 shared positions
$AEP$SRE$SO$EVRG$ETR$D
$6.2B
87 positions
#2GODSEY & GIBB, INCPassive
Notable overlap · 7 shared positions
$AEP$TFC$KO$ETR$D$AMGN
$1.1B
389 positions
#3ANTIPODES PARTNERS LtdActive
Notable overlap · 6 shared positions
$AEP$SRE$EVRG$TTE$ETR$D
$5.2B
126 positions
#4Magellan Asset Management LtdActive
Notable overlap · 8 shared positions
$SRE$EVRG$ICE$KO$D$AEP
$7.7B
79 positions
#5FUKOKU MUTUAL LIFE INSURANCE CoPassive
Notable overlap · 6 shared positions
$AEP$SO$KO$VZ$MO$USB
$1.5B
235 positions
#6EQUITY INVESTMENT CORPActive
Some overlap · 6 shared positions
$TFC$TRV$TTE$VZ$SCHW$USB
$5.1B
71 positions
#7SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$AEP$TFC$HAS$VZ$AMGN$USB
$728M
79 positions
#8DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 6 shared positions
$SRE$EVRG$ETR$SO$AEP$D
$9.6B
148 positions
#9Inman Jager Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SO$KO$ETR$VZ$SCHW$USB
$171M
84 positions
#10GQG Partners LLCActive
Some overlap · 6 shared positions
$AEP$ALL$KO$VZ$MO$NVS
$63.1B
81 positions
#11Centennial Wealth Advisory LLCPassive
Some overlap · 4 shared positions
$BTSG$USB$VZ$D
$413M
160 positions
#12Legacy Financial Group LLCActive
Some overlap · 4 shared positions
$BTSG$USB$PFG$TRV
$795M
121 positions
#13Welch Group, LLCPassive
Some overlap · 5 shared positions
$AEP$SO$TFC$VZ$KO
$2.7B
310 positions
#14Baugh & Associates, LLCActive
Some overlap · 6 shared positions
$SO$TFC$ANET$VZ$MO$KO
$232M
44 positions
#15Bank & Trust CoPassive
Some overlap · 6 shared positions
$TRV$ALL$VZ$KO$TFC$SO
$148M
304 positions
#16Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 7 shared positions
$VZ$TFC$D$USB$AMGN$SO
$638M
158 positions
#17CAPITAL CITY TRUST CO/FLActive
Some overlap · 5 shared positions
$ANET$TRV$AEP$KO$TMO
$437M
114 positions
#18TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$AEP$TTE$VZ$D$MO
$514M
167 positions
#19Providence Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$ALL$KO$VZ$AMGN$SCHW$TRV
$157M
80 positions
#20Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$KO$SO$D$MO$AMGN$USB
$303M
121 positions
#21Disciplined Equity Management, Inc.Active
Some overlap · 5 shared positions
$ANET$TFC$VZ$MO$USB
$199M
44 positions
#22ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$EVRG$SO$VZ$SCHW$D
$639M
126 positions
#23Kentucky Trust CoPassive
Some overlap · 6 shared positions
$SO$KO$USB$TFC$NVS$AMGN
$191M
311 positions
#24PARK CIRCLE CoActive
Some overlap · 6 shared positions
$TRV$VZ$MO$TFC$HAS$TTE
$108M
51 positions
#25Freemont Management S.A.Passive
Some overlap · 5 shared positions
$ANET$TFC$SRE$USB$WPM
$661M
136 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.