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Hedge Funds Similar to GeoWealth ,

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

GeoWealth Management, LLC is an institutional investor managing $2.8B across 853 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 GeoWealth , are Brooklyn FI,, Mustard Seed Financial,, Topsail Wealth ,, with shared positions in $DDOG, $BRZE, $GMM, $NOW, $UNIT, $MUFG. The full ranking of 25 similar funds is below.

#1Brooklyn FI, LLCActive
Notable overlap · 6 shared positions
$DDOG$BRZE$GMM$NOW$UNIT$MUFG
$476M
78 positions
#2Mustard Seed Financial, LLCPassive
Notable overlap · 5 shared positions
$DDOG$BRZE$UNIT$DOV$COP
$167M
92 positions
#3Topsail Wealth Management, LLCActive
Notable overlap · 5 shared positions
$DDOG$BRZE$UNIT$COP$TXN
$678M
294 positions
#4Towneley Capital Management, Inc / DESmart money
Some overlap · 4 shared positions
$DDOG$BRZE$DOV$COP
$478M
42 positions
#5Luminvest Wealth Management LLCSmart money
Some overlap · 4 shared positions
$DDOG$BRZE$DHR$COP
$382M
55 positions
#6Summit Wealth Group, LLCActive
Some overlap · 6 shared positions
$DDOG$BRZE$NOW$VLTO$MUFG$DHR
$436M
126 positions
#7Mallini Complete Financial Planning LLCSmart money
Some overlap · 4 shared positions
$DDOG$BRZE$ZBRA$TXN
$126M
61 positions
#8Xena Financial Planning, LLCActive
Some overlap · 5 shared positions
$DDOG$GMM$NOW$DOV$MUFG
$89M
33 positions
#9Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$DDOG$BRZE$COP$UNIT
$607M
110 positions
#10Gleason Group, Inc.Active
Some overlap · 3 shared positions
$DDOG$BRZE$DHR
$1.0B
229 positions
#11Seneca Financial Advisors LLCActive
Some overlap · 3 shared positions
$DDOG$BRZE$VLTO
$341M
64 positions
#12Sunflower Bank, N.A.Active
Some overlap · 3 shared positions
$DDOG$BRZE$AMAT
$392M
155 positions
#13Fort Point Capital Partners LLCPassive
Some overlap · 4 shared positions
$DDOG$GMM$DOV$VLTO
$825M
225 positions
#14GENESIS PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$DDOG$BRZE$VLTO$TXN$PLD
$318M
182 positions
#15RCS Financial Planning, LLCPassive
Some overlap · 6 shared positions
$DDOG$GMM$BRZE$NOW$UNIT$VLTO
$193M
98 positions
#16Global Strategic Investment Solutions, LLCActive
Some overlap · 4 shared positions
$DDOG$GMM$DHR$AMAT
$1.0B
145 positions
#17Vested Financial Planning, LLCSmart money
Some overlap · 3 shared positions
$DDOG$GMM$DOV
$131M
27 positions
#18Integrity Wealth Solutions LLCPassive
Some overlap · 7 shared positions
$BRZE$GMM$DDOG$UNIT$ZBRA$DHR
$255M
130 positions
#19Wrenne Financial Planning LLCSmart money
Some overlap · 4 shared positions
$BRZE$GMM$DDOG$UNIT
$255M
49 positions
#2025 LLCActive
Some overlap · 3 shared positions
$DDOG$BRZE$UNIT
$324M
69 positions
#21WealthCollab, LLCPassive
Some overlap · 6 shared positions
$BRZE$DDOG$NOW$DHR$COP$CRM
$243M
977 positions
#22CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$DDOG$BRZE$DOV$CRM$TXN
$157M
130 positions
#23AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$DDOG$GMM$UNIT$NOW
$206M
97 positions
#24Financial Architects, LLCSmart money
Some overlap · 3 shared positions
$DDOG$BRZE$DHR
$190M
25 positions
#25PLANWISER FINANCIAL, LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$VLTO
$138M
47 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.