13F Pro

Hedge Funds Similar to GeoWealth

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

Most similar hedge funds by 13F overlap

GeoWealth Management, LLC is an institutional investor managing $3.2B across 882 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 GeoWealth are PARTHENON, Gross & Hartman Investments, CHILTON, with shared positions in $DOV, $BKNG, $PM, $MDT, $PEP, $CRM. The full ranking of 25 similar funds is below.

#1PARTHENON LLCActive
Some overlap · 7 shared positions
$DOV$BKNG$PM$MDT$PEP$CRM
$962M
133 positions
#2Gross & Hartman Investments LLCActive
Some overlap · 5 shared positions
$DOV$WELL$PLD$EQIX$TJX
$226M
80 positions
#3CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$DOV$PLD$EQIX$TJX$TMO$AZN
$3.2B
592 positions
#4CINCINNATI FINANCIAL CORPActive
Some overlap · 5 shared positions
$DOV$PLD$PM$TJX$TMO
$5.2B
56 positions
#5McKinley Carter Wealth Services, Inc.Active
Some overlap · 5 shared positions
$DOV$TXN$TJX$PEP$DELL
$1.9B
322 positions
#6WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Some overlap · 5 shared positions
$DOV$TXN$MDT$PEP$SCHW
$405M
169 positions
#7DoubleLine ETF Adviser LPPassive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$PM$TMO$PEP
$242M
170 positions
#8CAMDEN NATIONAL BANKPassive
Some overlap · 7 shared positions
$PLD$TXN$MDT$TJX$TMO$PEP
$767M
184 positions
#9OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$DOV$PLD$WELL$PEP
$530M
275 positions
#10Naviter Wealth, LLCPassive
Some overlap · 5 shared positions
$WELL$PLD$MUFG$EQIX$AZN
$1.1B
305 positions
#11Park Edge Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$WELL$TJX$PM
$475M
154 positions
#12Dodds Wealth, LLCSmart money
Some overlap · 3 shared positions
$DOV$WELL$PEP
$445M
56 positions
#13Wealth Architects, LLCPassive
Some overlap · 5 shared positions
$DOV$MUFG$WELL$TXN$PM
$1.3B
248 positions
#14ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$WELL$PLD$EQIX$PM$TMO
$102M
87 positions
#15Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$DOV$BKNG$PM$SCHW
$637M
125 positions
#16Knights of Columbus Asset Advisors LLCPassive
Some overlap · 5 shared positions
$WELL$PLD$TXN$EQIX$TJX
$2.0B
386 positions
#17Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$DOV$BKNG$AZN$CB
$406M
308 positions
#18OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 4 shared positions
$DOV$TXN$TMO$CRM
$560M
145 positions
#19REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DOV$MDT$TMO$PEP
$760M
229 positions
#20AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$PM$CB$CRM
$832M
230 positions
#21Optivise Advisory Services LLCPassive
Some overlap · 4 shared positions
$DOV$PM$AZN$DELL
$197M
228 positions
#22PROFFITT & GOODSON INCActive
Some overlap · 4 shared positions
$DOV$TJX$PEP$SCHW
$728M
298 positions
#23Asset Advisors Investment Management, LLCActive
Some overlap · 4 shared positions
$DOV$TJX$CB$SCHW
$1.1B
102 positions
#24TRITONPOINT WEALTH, LLCPassive
Some overlap · 5 shared positions
$DOV$TJX$TMO$PEP$CB
$1.0B
281 positions
#25PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 4 shared positions
$DOV$MUFG$AZN$PM
$651M
96 positions

Compare GeoWealth’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 GeoWealth’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.