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Hedge Funds Similar to Global Endowment ,

13F Portfolio OverlapQ1 2026Global Endowment , portfolio →
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Most similar hedge funds by 13F overlap

Global Endowment Management, LP is an institutional investor managing $896M across 126 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 Global Endowment , are Financial Symmetry, Orcam Financial Group, Vernal Point Advisors,, with shared positions in $DOV, $BRZE, $TXO, $USB, $GMM, $SCHW. The full ranking of 25 similar funds is below.

#1Financial Symmetry IncSmart money
Substantial overlap · 3 shared positions
$DOV$BRZE$TXO
$281M
63 positions
#2Orcam Financial GroupSmart money
Substantial overlap · 4 shared positions
$DOV$BRZE$USB$GMM
$141M
62 positions
#3Vernal Point Advisors, LLCSmart money
Substantial overlap · 3 shared positions
$DOV$BRZE$SCHW
$246M
21 positions
#4Amitell Capital Pte LtdActive
Substantial overlap · 4 shared positions
$DOV$PHYS$USB$AMD
$62M
14 positions
#5Prime Buchholz LLCActive
Substantial overlap · 3 shared positions
$BRZE$DOV$SCHW
$191M
22 positions
#6CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money
Substantial overlap · 3 shared positions
$DOV$BRZE$SCHW
$6.3B
64 positions
#7Compass Advisory Group LLCActive
Notable overlap · 3 shared positions
$DOV$USB$SCHW
$374M
86 positions
#8Intelligent Financial StrategiesSmart money
Notable overlap · 3 shared positions
$DOV$BRZE$PHYS
$192M
62 positions
#9Peak Financial Management, Inc.Active
Notable overlap · 7 shared positions
$BRZE$DJP$USB$GMM$PHYS$WT
$394M
100 positions
#10Drystone LLCActive
Notable overlap · 3 shared positions
$BRZE$DOV$SCHW
$111M
18 positions
#11Manuka Financial, LLCActive
Notable overlap · 3 shared positions
$BRZE$DOV$SCHW
$162M
56 positions
#12Prospera Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$199M
45 positions
#13Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$382M
55 positions
#14Towneley Capital Management, Inc / DESmart money
Notable overlap · 4 shared positions
$BRZE$DOV$APP$PHYS
$478M
42 positions
#15M Wealth Management, LLCActive
Notable overlap · 4 shared positions
$BRZE$DOV$WT$AMD
$119M
55 positions
#16VANGUARD ADVISERS INCSmart money
Notable overlap · 5 shared positions
$BRZE$DOV$WT$USB$GMM
$25.5B
668 positions
#17Sellwood Investment Partners LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DOV$SCHW
$254M
59 positions
#18GoalFusion Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$DOV$USB$AMD
$220M
30 positions
#19FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$BRZE$USB$DOV$DBC
$133M
121 positions
#20RETIREMENT CAPITAL STRATEGIESActive
Notable overlap · 3 shared positions
$DOV$WT$RELX
$265M
62 positions
#21FIDELIS iM, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$SCHW$WT
$264M
25 positions
#22Estate Counselors, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$1.1B
97 positions
#23Breakwater Investment ManagementPassive
Notable overlap · 5 shared positions
$BRZE$DOV$SCHW$GMM$WT
$269M
506 positions
#24Rakuten Investment Management, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$BRZE$USB
$49.2B
464 positions
#25Shade Tree Advisors LLCActive
Notable overlap · 3 shared positions
$BRZE$GBDC$CPNG
$140M
27 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.