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Hedge Funds Similar to Genesee Advisors,

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

Genesee Capital Advisors, LLC is an institutional investor managing $239M across 138 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 Genesee Advisors, are HERBST GROUP,, Hilton ,, HALL LAURIE J TRUSTEE, with shared positions in $ALPS, $WMB, $SAN, $GE, $USB, $MCD. The full ranking of 25 similar funds is below.

#1HERBST GROUP, LLCPassive
Some overlap · 4 shared positions
$ALPS$WMB$SAN$GE
$162M
59 positions
#2Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$ALPS$WMB$USB$MCD$CLH
$1.3B
129 positions
#3HALL LAURIE J TRUSTEEPassive
Some overlap · 6 shared positions
$AMD$GE$IBM$MS$MMM$ABT
$283M
104 positions
#4London & Capital Asset Management LtdActive
Some overlap · 5 shared positions
$AMD$ICE$GE$IBM$USB
$9.2B
223 positions
#5Indie Asset Partners, LLCPassive
Some overlap · 5 shared positions
$ALPS$SAN$USB$MCD$GE
$88M
83 positions
#6FORTE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ALPS$IBIT$USB$MS
$228M
76 positions
#7Phillips Wealth Planners LLCPassive
Some overlap · 4 shared positions
$WMB$AMD$RL$MCD
$133M
210 positions
#8Counterweight Ventures, LLCPassive
Some overlap · 6 shared positions
$USB$GE$IBIT$MS$CSX$AMD
$178M
80 positions
#9Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$WMB$COR$GE$MCD
$267M
33 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$WMB$MCD$IBM$MS$ABT
$446M
104 positions
#11Americana Partners, LLCPassive
Some overlap · 5 shared positions
$WMB$RL$GE$MCD$IBM
$3.9B
510 positions
#12RoundAngle Advisors LLCPassive
Some overlap · 4 shared positions
$WMB$IBIT$USB$IBM
$134M
60 positions
#13Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$WMB$GE$MCD$IBM$MMM
$147M
64 positions
#14RMR Capital Management, LLCActive
Some overlap · 6 shared positions
$ALPS$USB$MCD$CSX$ABT$SAN
$138M
75 positions
#15Quartz Partners, LLCPassive
Some overlap · 4 shared positions
$COR$ALPS$RL$USB
$259M
168 positions
#16Great Lakes Retirement, Inc.Passive
Some overlap · 4 shared positions
$WMB$AMD$USB$APO
$967M
219 positions
#17MERIDIAN MANAGEMENT COActive
Some overlap · 6 shared positions
$RL$USB$ICE$CSX$IBM$GE
$402M
81 positions
#18Lineweaver Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$ALPS$SAN$MCD$MS
$742M
168 positions
#19J.P. Marvel Investment Advisors, LLCActive
Some overlap · 6 shared positions
$GE$IBM$MS$CLH$MMM$ABT
$705M
60 positions
#20Capstone Wealth Management Group LLCPassive
Some overlap · 4 shared positions
$ALPS$SAN$USB$IBM
$163M
123 positions
#21Somerset Group LLCActive
Some overlap · 5 shared positions
$SAN$COR$USB$MCD$MMM
$135M
59 positions
#22FWL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ALPS$WMB$USB
$456M
346 positions
#23Hartford Funds Management Co LLCSmart money
Some overlap · 4 shared positions
$WMB$ICE$GE$MS
$1.2B
96 positions
#24JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$WMB$COR$MCD$ABT
$12.4B
810 positions
#25Private Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$ALPS$RL$USB$SAN
$356M
95 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.