How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to GM Advisory Group,

13F Portfolio OverlapQ1 2026GM Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

GM Advisory Group, LLC is an institutional investor managing $2.6B across 374 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 GM Advisory Group, are Proficio Partners, Prairie Wealth Advisors,, Independent Family Office,, with shared positions in $IAU, $EPAM, $LEN, $IBIT, $UBER, $SHW. The full ranking of 25 similar funds is below.

#1Proficio Capital Partners LLCActive

Notable overlap · 5 shared positions

$IAU $EPAM $LEN $IBIT $UBER

$1.9B

248 positions

#2Prairie Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$IAU $LEN $SHW

$231M

152 positions

#3Independent Family Office, LLCActive

Notable overlap · 5 shared positions

$IAU $SHW $IBIT $HUM $AXP

$243M

90 positions

#4Chemistry Wealth Management LLCPassive

Some overlap · 3 shared positions

$IAU $AXP $BDX

$569M

204 positions

#5ATX Financial Planning, LLCPassive

Some overlap · 3 shared positions

$IAU $LEN $IBIT

$132M

81 positions

#6Principia Wealth Advisory, LLC

Some overlap · 3 shared positions

$BDX $IAU $IBIT

$160M

1,015 positions

#7Broussard Financial Group LLCActive

Some overlap · 3 shared positions

$IAU $IBIT $EPAM

$125M

29 positions

#8CPA Asset Management LLCActive

Some overlap · 4 shared positions

$IAU $HUM $BDX $AXP

$298M

99 positions

#9TWIN FOCUS CAPITAL PARTNERS, LLCActive

Some overlap · 4 shared positions

$IAU $EPAM $HUM $CRCL

$871M

173 positions

#10Modus Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $IBIT $UBER

$363M

117 positions

#11Citrine Capital LLCActive

Some overlap · 3 shared positions

$IAU $AON $IBIT

$231M

58 positions

#12Moisand Fitzgerald Tamayo, LLCActive

Some overlap · 3 shared positions

$IAU $EPAM $AXP

$931M

518 positions

#13KITCHING PARTNERS, LLCActive

Some overlap · 3 shared positions

$IAU $AXP $HUM

$109M

40 positions

#14Bigelow Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $AXP $HUM

$250M

153 positions

#15WESCAP Management Group, Inc.Active

Some overlap · 3 shared positions

$IAU $HUM $IBIT

$508M

107 positions

#16Crown Wealth Group, LLCActive

Some overlap · 3 shared positions

$LEN $IAU $SHW

$340M

145 positions

#17Sage Investment Advisers LLCPassive

Some overlap · 3 shared positions

$IAU $IBIT $HUM

$135M

89 positions

#18CHATHAM CAPITAL GROUP, INC.Passive

Some overlap · 3 shared positions

$IAU $AXP $HUM

$689M

198 positions

#19NavPoint Financial, Inc.Active

Some overlap · 4 shared positions

$IAU $IBIT $AXP $SHW

$247M

71 positions

#20WHI TRUST Co LLCSmart money

Some overlap · 4 shared positions

$LEN $EPAM $HUM $AXP

$133M

88 positions

#21Hamilton Wealth, LLCActive

Some overlap · 3 shared positions

$IAU $SHW $HUM

$1.4B

114 positions

#22MFA WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$IAU $SHW $AXP

$508M

88 positions

#23REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$IAU $SHW $UBER

$697M

218 positions

#24Trademark Financial Management, LLCPassive

Some overlap · 3 shared positions

$IAU $SHW $HUM

$204M

102 positions

#25Ridge Creek Global, IncActive

Some overlap · 3 shared positions

$IAU $SHW $HUM

$118M

85 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.