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Hedge Funds Similar to Genesis Wealth Advisors

13F Portfolio OverlapQ2 2026Genesis Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Genesis Wealth Advisors, LLC is an institutional investor managing $167M across 72 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 Genesis Wealth Advisors are MAI, MACROVIEW INVESTMENT, PENOBSCOT WEALTH, with shared positions in $GLDM, $MDY, $DOV, $IAU, $UNP, $IDXX. The full ranking of 25 similar funds is below.

#1MAI Capital ManagementPassive
Some overlap · 4 shared positions
$GLDM$MDY$DOV$IAU
$26.6B
2,108 positions
#2MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$GLDM$IAU$DOV$UNP
$162M
106 positions
#3PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$GLDM$IAU$DOV$IDXX
$374M
117 positions
#4Integrity Wealth Solutions LLCActive
Some overlap · 4 shared positions
$GLDM$DOV$IAU$MDY
$271M
129 positions
#5American National Bank of TexasActive
Some overlap · 4 shared positions
$GLDM$MDY$DOV$UNP
$110M
56 positions
#6Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$MDY$IAU
$211M
77 positions
#7CONTINUUM WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$GLDM$IAU$MDY$UNP
$296M
82 positions
#8FIDUCIENT ADVISORS LLCActive
Some overlap · 3 shared positions
$GLDM$MDY$DOV
$698M
153 positions
#9Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$MDY$DOV
$145M
66 positions
#10GOULD ASSET MANAGEMENT LLC /CA/Smart money
Some overlap · 3 shared positions
$GLDM$IAU$MDY
$635M
176 positions
#11RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$GLDM$MDY$IAU
$581M
172 positions
#12MYECFO, LLCSmart money
Some overlap · 3 shared positions
$GLDM$IAU$DOV
$265M
73 positions
#13Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$GLDM$IAU$DOV
$166M
570 positions
#14Greenline Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$DOV
$983M
149 positions
#15NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$GLDM$IAU$DOV
$270M
74 positions
#16Lynx Investment AdvisoryPassive
Some overlap · 3 shared positions
$GLDM$IAU$DOV
$305M
230 positions
#17Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$UNP
$412M
181 positions
#183EDGE Asset Management, LPActive
Some overlap · 4 shared positions
$GLDM$DOV$MDY$IAU
$2.2B
94 positions
#19Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$DAL
$313M
107 positions
#20Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$GLDM$DOV$UNP
$1.1B
106 positions
#21Warren Street Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$DOV$AGNC
$448M
156 positions
#22BRANDYWINE OAK PRIVATE WEALTH LLCActive
Some overlap · 3 shared positions
$GLDM$DOV$UNP
$1.3B
245 positions
#23Chatterton & Associates Inc.Passive
Some overlap · 3 shared positions
$GLDM$DOV$DAL
$170M
101 positions
#24New England Private Wealth Advisors LLCActive
Some overlap · 4 shared positions
$GLDM$MDY$IAU$DOV
$1.0B
205 positions
#25Tidemark, LLCPassive
Some overlap · 3 shared positions
$GLDM$UNP$IAU
$444M
935 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.