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 GenWealth Group,

13F Portfolio OverlapQ1 2026GenWealth Group, portfolio →

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Most similar hedge funds by 13F overlap

GenWealth Group, Inc. is an institutional investor managing $642M across 89 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 GenWealth Group, are Elwood & Goetz Wealth Advisory Group,, MAINSTAY /ADV, Financial Harvest,, with shared positions in $IAU, $WT, $MAR, $T, $AMGN, $PM. The full ranking of 25 similar funds is below.

#1Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$IAU $WT $MAR $T

$589M

138 positions

#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$IAU $WT $AMGN $PM

$1.3B

143 positions

#3Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $WT $ADP

$170M

57 positions

#4WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $WT $COP

$508M

107 positions

#5REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$AGQ $IAU $WT

$697M

218 positions

#6Kaydan Wealth Management, Inc.Active

Notable overlap · 6 shared positions

$IAU $AGQ $MDLZ $WT $AMGN $T

$299M

109 positions

#7Timonier Family Office, LTD.

Notable overlap · 3 shared positions

$IAU $AGQ $MAR

$315M

56 positions

#8CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $MDLZ $AMGN

$298M

99 positions

#9Permanens Capital L.P.Smart money

Notable overlap · 4 shared positions

$IAU $WT $AGQ $COP

$776M

88 positions

#10CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$IAU $PLTR $COP

$293M

1,255 positions

#11Rather & Kittrell, Inc.Active

Notable overlap · 3 shared positions

$IAU $VZ $PM

$648M

113 positions

#12Rachor Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$IAU $ALL $PFE

$190M

464 positions

#13GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$IAU $COP $MDLZ

$212M

87 positions

#14Arnhold LLCActive

Notable overlap · 4 shared positions

$IAU $T $VZ $PFE

$1.4B

118 positions

#15LifePlan Financial, LLCPassive

Notable overlap · 4 shared positions

$IAU $MDLZ $VZ $COP

$135M

83 positions

#16Arta Finance Wealth Management LLCPassive

Notable overlap · 5 shared positions

$AGQ $WT $IAU $PLTR $T

$202M

95 positions

#17MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$AGQ $WT $IAU

$147M

52 positions

#18MBA Advisors LLCPassive

Notable overlap · 5 shared positions

$IAU $WT $AGQ $AMGN $VZ

$260M

146 positions

#19PINNEY & SCOFIELD, INC.Active

Notable overlap · 3 shared positions

$IAU $T $PFE

$185M

243 positions

#20IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$AGQ $WT $PLTR $AMGN $HON

$446M

95 positions

#21Wealth Care LLCActive

Notable overlap · 4 shared positions

$IAU $WT $PLTR $PDI

$113M

67 positions

#22Avant Capital LLCPassive

Notable overlap · 3 shared positions

$AGQ $WT $PLTR

$142M

76 positions

#23Global View Capital Management LLCActive

Notable overlap · 4 shared positions

$AGQ $WT $PLTR $VZ

$377M

140 positions

#24Arcadia Wealth Management, Inc.Smart money

Notable overlap · 4 shared positions

$IAU $PLTR $ADP $PFE

$185M

55 positions

#25Sterling Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$IAU $WT $COP

$337M

117 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.