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Hedge Funds Similar to Garrett Wealth Advisory Group

13F Portfolio OverlapQ2 2026Garrett Wealth Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Garrett Wealth Advisory Group, LLC is an institutional investor managing $651M across 150 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 Garrett Wealth Advisory Group are Concorde Financial, Northside, Adams Asset Advisors, with shared positions in $ET, $LOW, $FANG, $UNP, $PNC, $VLO. The full ranking of 25 similar funds is below.

#1Concorde Financial CorpActive
Some overlap · 3 shared positions
$ET$LOW$FANG
$124M
26 positions
#2Northside Capital Management, LLCActive
Some overlap · 3 shared positions
$ET$UNP$PNC
$1.2B
187 positions
#3Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$ET$VLO$PEP
$882M
88 positions
#4REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ET$UNP$VLO$PEP
$760M
229 positions
#5Private Capital Advisors, Inc.Smart money
Some overlap · 3 shared positions
$ET$LMT$UNP
$1.1B
76 positions
#6DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$ET$LOW$KLAC
$517M
137 positions
#7Clarus Group, Inc.Active
Some overlap · 3 shared positions
$ET$FANG$PEP
$295M
127 positions
#8Community Bank & Trust, Waco, TexasActive
Some overlap · 7 shared positions
$LMT$UNP$LOW$VLO$GD$PSX
$555M
168 positions
#9Retirement Investment Advisors, Inc.Smart money
Slight overlap · 3 shared positions
$ET$SHEL$PSX
$1.4B
66 positions
#10SCP Investment, LPActive
Slight overlap · 4 shared positions
$ET$VLO$FANG$PSX
$108M
47 positions
#11OUTFITTERS FINANCIAL LLCPassive
Slight overlap · 3 shared positions
$ET$GD$PEP
$143M
80 positions
#12SENTINEL TRUST CO LBASmart money
Slight overlap · 4 shared positions
$ET$UNP$SHEL$PEP
$1.1B
136 positions
#13Excelsior Advisor Network LLCPassive
Slight overlap · 3 shared positions
$ET$LMT$FFIN
$759M
453 positions
#14Kesler, Norman & Wride, LLCPassive
Slight overlap · 5 shared positions
$LMT$UNP$LOW$GD$PSX
$631M
271 positions
#15FIDELITY D & D BANCORP INCActive
Slight overlap · 3 shared positions
$ET$LMT$PNC
$291M
116 positions
#16Dougherty Wealth Advisers LLCSmart money
Slight overlap · 5 shared positions
$LMT$UNP$LOW$GD$PNC
$183M
109 positions
#17FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Slight overlap · 5 shared positions
$LMT$UNP$LOW$GD$PEP
$670M
79 positions
#18Argyle Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$ET$GD$PSX
$159M
177 positions
#19CONNING INC.Passive
Slight overlap · 5 shared positions
$LMT$UNP$VLO$GD$PNC
$3.3B
327 positions
#20Corsicana & Co.Passive
Slight overlap · 5 shared positions
$ET$UNP$VLO$PSX$PEP
$206M
309 positions
#21AMERICAN NATIONAL BANK & TRUSTPassive
Slight overlap · 5 shared positions
$LMT$UNP$VLO$GD$KLAC
$1.2B
631 positions
#22Meriwether Wealth & Planning, LLCActive
Slight overlap · 4 shared positions
$ET$LOW$GD$KLAC
$202M
122 positions
#23Deseret Mutual Benefit AdministratorsPassive
Slight overlap · 5 shared positions
$LMT$UNP$LOW$KLAC$PEP
$306M
518 positions
#24CYPRESS ASSET MANAGEMENT INC/TXActive
Slight overlap · 5 shared positions
$LMT$UNP$LOW$KLAC$PEP
$514M
107 positions
#25BROOKS, MOORE & ASSOCIATES, INC.Passive
Slight overlap · 5 shared positions
$LMT$LOW$SHEL$KLAC$PEP
$223M
114 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.