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Hedge Funds Similar to GenTrust,

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

GenTrust, LLC is an institutional investor managing $2.3B across 282 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 GenTrust, are Wealthfront Advisers, Ameraudi Asset ,, Passive ,, with shared positions in $DDOG, $SCHW, $SNPS, $PLTR, $AMD, $IBIT. The full ranking of 25 similar funds is below.

#1Wealthfront Advisers LLCActive
Some overlap · 6 shared positions
$DDOG$SCHW$SNPS$PLTR$AMD$IBIT
$45.6B
1,076 positions
#2Ameraudi Asset Management, Inc.Active
Some overlap · 5 shared positions
$RL$GSAT$YMM$SCHW$SNPS
$184M
42 positions
#3Passive Capital Management, LLC.Active
Some overlap · 3 shared positions
$DDOG$SCHW$WT
$335M
104 positions
#4MOLLER WEALTH PARTNERSActive
Some overlap · 3 shared positions
$DDOG$SCHW$WT
$507M
67 positions
#5AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$DDOG$SCHW$WT$SNPS
$206M
97 positions
#6Elm Partners Management LLCActive
Some overlap · 5 shared positions
$RL$DDOG$SCHW$CRWD$AMD
$2.3B
158 positions
#7Sincerus Advisory, LLCActive
Some overlap · 4 shared positions
$DDOG$SCHW$WT$SNPS
$132M
76 positions
#8Bienville Capital Management, LLCPassive
Some overlap · 4 shared positions
$DDOG$IBIT$GSAT$MELI
$550M
74 positions
#9Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$DDOG$SCHW$SNPS
$420M
120 positions
#10West Financial Advisors, LLCActive
Some overlap · 4 shared positions
$DDOG$SCHW$IBIT$WT
$589M
193 positions
#11Jacobs Equity LLCPassive
Some overlap · 3 shared positions
$RL$SCHW$WT
$112M
105 positions
#12Cherry Tree Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DDOG$SCHW$WT
$473M
582 positions
#13Note Advisors, LLCActive
Some overlap · 3 shared positions
$DDOG$SCHW$SNPS
$200M
85 positions
#14RED REEF ADVISORS LLCPassive
Some overlap · 6 shared positions
$SCHW$DDOG$IBIT$AMD$PLTR$CRWD
$96M
179 positions
#15Benson Wealth Management INCPassive
Some overlap · 6 shared positions
$GSAT$YMM$IBIT$AMD$COIN$PLTR
$73M
354 positions
#16Eaton Financial Holdings Company, LLCPassive
Some overlap · 5 shared positions
$DDOG$YMM$WT$EPD$PLTR
$305M
125 positions
#17NewCorp Financial Services, Inc.Active
Some overlap · 3 shared positions
$DDOG$IBIT$WT
$115M
50 positions
#18BROWN WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$DDOG$GSAT$IBIT$SNPS
$389M
116 positions
#19JFS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$DDOG$WT$EPD$SCHW
$1.8B
1,889 positions
#20Financial Guidance Group, Inc.Passive
Some overlap · 3 shared positions
$DDOG$GSAT$PNC
$249M
89 positions
#21PURE PORTFOLIOS HOLDINGS LLC
Some overlap · 3 shared positions
$DDOG$SCHW$IBIT
$332M
104 positions
#22AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$DDOG$SCHW$EPD
$445M
77 positions
#23Lexington Hill Partners, LLCActive
Some overlap · 4 shared positions
$DDOG$SCHW$PLTR$BABA
$177M
78 positions
#24Bear Mountain Capital, Inc.Active
Some overlap · 5 shared positions
$DDOG$SCHW$BABA$PLTR$AMD
$333M
198 positions
#25ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$RL$DDOG$MELI
$319M
177 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.