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Hedge Funds Similar to Genesis Wealth Advisors,

13F Portfolio OverlapQ1 2026Genesis Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Genesis Wealth Advisors, LLC is an institutional investor managing $150M across 64 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 Genesis Wealth Advisors, are Towneley , / DE, Sageworth, Swisher Financial Concepts,, with shared positions in $BRZE, $IAU, $DOV, $COP, $MDY, $GE. The full ranking of 25 similar funds is below.

#1Towneley Capital Management, Inc / DESmart money
Notable overlap · 4 shared positions
$BRZE$IAU$DOV$COP
$478M
42 positions
#2Sageworth Trust CoActive
Notable overlap · 6 shared positions
$BRZE$MDY$DOV$IAU$GE$GEV
$2.3B
172 positions
#3Swisher Financial Concepts, Inc.Passive
Notable overlap · 4 shared positions
$BRZE$IAU$GE$GEV
$179M
102 positions
#4Sellwood Investment Partners LLCSmart money
Notable overlap · 3 shared positions
$BRZE$GLDM$DOV
$254M
59 positions
#5Sageworth Trust Co of South DakotaActive
Notable overlap · 4 shared positions
$BRZE$GE$GEV$COP
$126M
56 positions
#6Peak Financial Management, Inc.Active
Notable overlap · 4 shared positions
$BRZE$VZ$GE$GEV
$394M
100 positions
#7FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$BRZE$DOV$COP$IAU
$133M
121 positions
#8Manuka Financial, LLCActive
Notable overlap · 3 shared positions
$BRZE$DOV$UNP
$162M
56 positions
#9Prospera Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$COP$IAU
$199M
45 positions
#10Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$BRZE$IAU$DOV$GE
$1.1B
121 positions
#11VANGUARD ADVISERS INCSmart money
Notable overlap · 3 shared positions
$BRZE$DOV$COP
$25.5B
668 positions
#12Vanguard National Trust CoActive
Notable overlap · 3 shared positions
$BRZE$DOV$MDY
$1.6B
751 positions
#13St. Louis Trust CoActive
Notable overlap · 3 shared positions
$BRZE$DOV$UNP
$856M
145 positions
#14Charter Oak Capital Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$DOV$IDXX
$1.3B
208 positions
#15Sunflower Bank, N.A.Active
Notable overlap · 5 shared positions
$BRZE$MDY$GE$GEV$UNP
$392M
155 positions
#16New Covenant Trust Company, N.A.Active
Notable overlap · 5 shared positions
$BRZE$GE$GEV$UNP$COP
$112M
96 positions
#17Capital Investment Management, Inc.Active
Notable overlap · 4 shared positions
$BRZE$GE$GEV$IAU
$291M
125 positions
#18Trellis Wealth Advisors LLCSmart money
Notable overlap · 3 shared positions
$BRZE$DOV$COP
$263M
47 positions
#19GRANVILLE CAPITAL, INC.Active
Notable overlap · 3 shared positions
$BRZE$GLDM$UNP
$191M
86 positions
#20Greenline Partners, LLCActive
Notable overlap · 4 shared positions
$BRZE$GLDM$IAU$COP
$930M
144 positions
#21Briggs Wealth Management, IncSmart money
Notable overlap · 4 shared positions
$BRZE$IAU$GLDM$VZ
$94M
58 positions
#22Applied Capital LLCActive
Notable overlap · 3 shared positions
$BRZE$IAU$DOV
$268M
50 positions
#23WealthCollab, LLCPassive
Notable overlap · 3 shared positions
$BRZE$IAU$COP
$243M
977 positions
#24Orcam Financial GroupSmart money
Notable overlap · 4 shared positions
$BRZE$IAU$DOV$COP
$141M
62 positions
#25Breakwater Investment ManagementPassive
Notable overlap · 3 shared positions
$BRZE$DOV$MDY
$269M
506 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.