13F Pro

Hedge Funds Similar to GWN SECURITIES

13F Portfolio OverlapQ1 2026GWN SECURITIES portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

GWN SECURITIES INC. is an institutional investor managing $523M across 462 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 GWN SECURITIES are LIBERTY ONE INVESTMENT ,, Stack Financial ,, LEGACY FINANCIAL INDEPENDENT ADVISORS, with shared positions in $CAH, $DUK, $SO, $CASY, $KO, $KR. The full ranking of 25 similar funds is below.

#1LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 16 shared positions
$CAH$DUK$SO$CASY$KO$KR
$970M
154 positions
#2Stack Financial Management, IncActive
Some overlap · 6 shared positions
$CAH$DUK$KO$DHR$T$WM
$1.4B
52 positions
#3LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$MAR$DUK$SO$WM$CDNS$MCK
$192M
113 positions
#4Harold Davidson & Associates Inc.Active
Some overlap · 7 shared positions
$MAR$MCD$RSG$CAH$NOC$CB
$206M
60 positions
#5SageGuard Financial Group, LLCPassive
Some overlap · 6 shared positions
$DUK$KO$T$MCD$MAR$WM
$646M
196 positions
#6InTrack Investment Management IncPassive
Some overlap · 6 shared positions
$DUK$DHR$WM$MCD$CB$MCK
$175M
108 positions
#7Bank & Trust CoPassive
Some overlap · 6 shared positions
$DUK$KO$T$MCD$SO$LNT
$148M
304 positions
#8Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$RELX$CAH$KO$WM$MCD
$245M
98 positions
#9Anchor Investment Management, LLCPassive
Some overlap · 6 shared positions
$MAR$DUK$KO$RSG$MCK$SO
$1.2B
1,067 positions
#10FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$DUK$SO$KO$T$MCD
$1.5B
235 positions
#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DUK$SO$KO$T$MCD
$220M
148 positions
#12NS Partners LtdActive
Some overlap · 5 shared positions
$MAR$KO$NOC$T$MCD
$2.2B
71 positions
#13Family Legacy, Inc.Passive
Some overlap · 5 shared positions
$DUK$SO$KO$NOC$WM
$333M
124 positions
#14PARK NATIONAL CORP /OH/Passive
Some overlap · 5 shared positions
$MAR$KO$WM$MCD$CDNS
$3.3B
381 positions
#15Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$SO$DHR$KO$DUK$MCD
$583M
140 positions
#16ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$DUK$SO$KR$MCD$CB
$639M
126 positions
#17GQG Partners LLCActive
Some overlap · 5 shared positions
$DUK$KO$KR$T$CB
$63.1B
81 positions
#18Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$DUK$SO$KO$CAH$WM
$216M
133 positions
#19Lincoln Capital LLCActive
Some overlap · 5 shared positions
$MAR$DHR$KO$MCD$CB
$528M
135 positions
#20Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$SO$DHR$DUK$WM$MCD
$199M
40 positions
#21Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$DUK$KO$WM$MCD$MCK
$353M
78 positions
#22Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DUK$KO$WM$MCD$MCK
$272M
95 positions
#23Farmers National BankPassive
Some overlap · 5 shared positions
$MAR$KO$DUK$MCD$T
$453M
185 positions
#24JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$SO$KO$WM$MCD$DUK
$822M
214 positions
#25Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$DUK$KO$T$CB$MCK
$308M
137 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.