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Hedge Funds Similar to GPS Wealth Strategies Group,

13F Portfolio OverlapQ4 2025GPS Wealth Strategies Group, portfolio →
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Most similar hedge funds by 13F overlap

GPS Wealth Strategies Group, LLC is an institutional investor managing $117M across 582 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GPS Wealth Strategies Group, are Rare Wolf, Sharper & Granite, McGuire Investment Group,, with shared positions in $WT, $PLTR, $LRCX, $SHOP, $NOW, $AMD. The full ranking of 25 similar funds is below.

#1Rare Wolf Capital LLCPassive
Notable overlap · 6 shared positions
$WT$PLTR$LRCX$SHOP$NOW$AMD
$154M
127 positions
#2Sharper & Granite LLCPassive
Some overlap · 5 shared positions
$WT$MAR$ANET$RL$NOW
$293M
107 positions
#3McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$WT$LRCX$PLTR$AMD
$885M
121 positions
#4ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 4 shared positions
$WT$LRCX$MAR$RL
$84M
65 positions
#5ACORN CREEK CAPITAL LLCActive
Some overlap · 4 shared positions
$WT$MAR$SHW$AMD
$280M
84 positions
#6PARK NATIONAL CORP /OH/Passive
Some overlap · 3 shared positions
$WT$MAR$ANET
$3.3B
381 positions
#7Lauer Wealth, LLCActive
Some overlap · 4 shared positions
$WT$MAR$PLTR$AMD
$126M
67 positions
#8Goldenstone Wealth Management LLCActive
Some overlap · 4 shared positions
$WT$LRCX$AMD$CRWD
$137M
89 positions
#9Bravias Capital Group, LLCActive
Some overlap · 3 shared positions
$WT$MAR$SHW
$153M
96 positions
#10CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$WT$MAR$SHW
$149M
96 positions
#11Ausdal Financial Partners, Inc.Passive
Some overlap · 6 shared positions
$WT$SHW$NOW$PLTR$MAR$AMD
$2.3B
985 positions
#12Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$WT$MAR$CRWD
$153M
344 positions
#13Three Magnolias Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$WT$PLTR$SHW$SHOP
$157M
103 positions
#14PRECEDENT WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$WT$LRCX$BTSG
$500M
166 positions
#15Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$WT$MAR$NOW
$589M
138 positions
#16Exit Wealth Advisors, LLC.Active
Some overlap · 3 shared positions
$WT$ANET$LRCX
$195M
131 positions
#17Fiduciary Planning LLCActive
Some overlap · 5 shared positions
$WT$SHW$SHOP$PLTR$CRWD
$331M
76 positions
#18Larson Financial Group LLCPassive
Some overlap · 4 shared positions
$WT$LRCX$AMD$PLTR
$3.1B
3,631 positions
#19Boothe Investment Group, Inc.Active
Some overlap · 4 shared positions
$WT$CRWD$NOW$AMD
$311M
40 positions
#20IAM Advisory, LLCActive
Some overlap · 4 shared positions
$WT$SHW$PLTR$AMD
$446M
95 positions
#21Osbon Capital Management LLCPassive
Some overlap · 5 shared positions
$WT$MAR$SHW$CRWD$PLTR
$123M
493 positions
#22Bouchey Financial Group LtdActive
Some overlap · 4 shared positions
$WT$MAR$SHW$AMD
$1.4B
173 positions
#23Financial Gravity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$WT$MAR$SHW$RL
$562M
973 positions
#24First Financial Group CorpActive
Some overlap · 4 shared positions
$WT$SHW$CRWD$LRCX
$122M
80 positions
#25FLAGSHIP WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$WT$MAR$SHW$CRWD
$233M
350 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.