13F Pro

Hedge Funds Similar to GWN SECURITIES

13F Portfolio OverlapQ2 2026GWN SECURITIES portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

GWN SECURITIES INC. is an institutional investor managing $598M across 486 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 GWN SECURITIES are LIBERTY ONE INVESTMENT, ADVOCATE GROUP, Stack Financial, with shared positions in $CAH, $DUK, $SO, $CASY, $LNT, $WM. The full ranking of 25 similar funds is below.

#1LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 18 shared positions
$CAH$DUK$SO$CASY$LNT$WM
$1.0B
154 positions
#2ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$DUK$SO$CB$MCD$KR
$665M
122 positions
#3Stack Financial Management, IncActive
Some overlap · 5 shared positions
$CAH$DUK$WM$T$MDLZ
$1.3B
54 positions
#4First PREMIER BankPassive
Some overlap · 5 shared positions
$DUK$SO$WM$MCD$MDLZ
$619M
358 positions
#5PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$DUK$SO$WM$MCD$AMT
$1.2B
103 positions
#6SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 5 shared positions
$DUK$SO$WM$MCD$AMT
$1.3B
97 positions
#7Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$CAH$SO$DUK$T
$316M
157 positions
#8Cassia Capital Partners, LLCActive
Some overlap · 5 shared positions
$DUK$WM$RSG$MCD$T
$206M
69 positions
#9InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$DUK$WM$CB$MCD$MCK
$202M
110 positions
#10OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$CAH$DUK$SO$MCD
$2.7B
54 positions
#11FARMERS TRUST CO
Some overlap · 5 shared positions
$SO$CB$MCD$KR$T
$637M
203 positions
#12TOBAMPassive
Some overlap · 5 shared positions
$CAH$KR$MCK$T$AWK
$412M
258 positions
#13CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$DUK$RSG$CB$MCD$MDLZ
$767M
184 positions
#14Belleair Asset Management, LLCActive
Some overlap · 4 shared positions
$CAH$DUK$SO$WM
$119M
84 positions
#15Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$SO$DUK$WM$MCD$MDLZ
$199M
38 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$DUK$SO$T$MDLZ$AMT
$1.3B
58 positions
#17VISIONARY HORIZONS, LLCActive
Some overlap · 4 shared positions
$CAH$SO$DUK$NOC
$239M
145 positions
#18Rithm Capital Corp.Active
Some overlap · 4 shared positions
$DUK$SO$WM$RSG
$81M
38 positions
#19CAPITAL & PLANNING, LLC
Some overlap · 4 shared positions
$DUK$SO$WM$MCD
$194M
45 positions
#20VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$DUK$SO$CB$MCD
$201M
57 positions
#21WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DUK$SO$WM$MCD
$390M
103 positions
#22Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 4 shared positions
$DUK$SO$CAH$WM
$246M
140 positions
#23apricus wealth, LLCPassive
Some overlap · 4 shared positions
$SO$DUK$CB$KR
$210M
129 positions
#24OUTFITTERS FINANCIAL LLCPassive
Some overlap · 5 shared positions
$WM$DUK$MCD$SO$AMT
$143M
80 positions
#25LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$DUK$SO$WM$MCK
$213M
124 positions

Compare GWN SECURITIES’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 GWN SECURITIES’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.