13F Pro

Hedge Funds Similar to Global Retirement Partners,

13F Portfolio OverlapQ4 2025Global Retirement Partners, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Global Retirement Partners, LLC is an institutional investor managing $5.6B across 4,231 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 Global Retirement Partners, are Sandhill Partners, Ayrshire, Williams & Novak,, with shared positions in $AJG, $NOW, $USB, $MS, $DHR, $WT. The full ranking of 25 similar funds is below.

#1Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$AJG$NOW$USB
$1.2B
95 positions
#2Ayrshire Capital Management LLCPassive
Some overlap · 3 shared positions
$AJG$MS$DHR
$193M
50 positions
#3Williams & Novak, LLCPassive
Some overlap · 6 shared positions
$MS$WT$NOW$SE$DHR$USB
$134M
143 positions
#4Ballew Advisors, IncActive
Some overlap · 3 shared positions
$AJG$DHR$USB
$177M
118 positions
#5Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$WT$NOW$SE$MS$USB
$238M
108 positions
#6Provident Wealth Management, LLCActive
Some overlap · 3 shared positions
$WT$AJG$MS
$331M
134 positions
#7Element Wealth, LLCPassive
Slight overlap · 5 shared positions
$WT$MS$SE$DHR$SSL
$242M
207 positions
#8McLean Asset Management CorpActive
Slight overlap · 4 shared positions
$AJG$WT$MS$SE
$572M
165 positions
#9RVW Wealth, LLCActive
Slight overlap · 4 shared positions
$WT$MS$NOW$SSL
$1.3B
176 positions
#10Sound Stewardship, LLCActive
Slight overlap · 4 shared positions
$WT$MS$SE$DHR
$218M
63 positions
#11Catalyst Investment Management LLCPassive
Slight overlap · 4 shared positions
$WT$MS$SE$DHR
$90M
65 positions
#12Thomasville National Bank
Slight overlap · 3 shared positions
$AJG$NOW$USB
$1.6B
235 positions
#13CALTON & ASSOCIATES, INC.Passive
Slight overlap · 4 shared positions
$WT$MS$SE$USB
$696M
438 positions
#14LPL Financial LLCPassive
Slight overlap · 4 shared positions
$WT$MS$SE$USB
$376.6B
5,964 positions
#15Mount Yale Investment Advisors, LLCPassive
Slight overlap · 4 shared positions
$WT$MS$SE$USB
$4.3B
1,095 positions
#16Centurion Wealth Management LLCPassive
Slight overlap · 4 shared positions
$WT$MS$SE$USB
$444M
316 positions
#17Professional Financial Advisors, LLCActive
Slight overlap · 4 shared positions
$WT$MS$SE$USB
$491M
137 positions
#18Sentinus, LLCPassive
Slight overlap · 4 shared positions
$WT$MS$SE$USB
$1.1B
596 positions
#19Cascade Financial Partners, LLCActive
Slight overlap · 4 shared positions
$WT$MS$SE$USB
$970M
263 positions
#20rebel Financial LLCPassive
Slight overlap · 4 shared positions
$WT$NOW$SE$USB
$231M
65 positions
#21Sincerus Advisory, LLCActive
Slight overlap · 4 shared positions
$WT$NOW$SE$USB
$132M
76 positions
#22Long Run Wealth Advisors, LLC
Slight overlap · 4 shared positions
$WT$NOW$MS$SE
$531M
106 positions
#23FIDUCIARY TRUST COActive
Slight overlap · 3 shared positions
$WT$MS$NOW
$8.5B
865 positions
#24Meridian Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$WT$MS$USB$SE
$183M
141 positions
#25TAGStone Capital, Inc.Passive
Slight overlap · 4 shared positions
$WT$SE$DHR$USB
$283M
137 positions

Compare Global Retirement Partners,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Global Retirement Partners,’s holdings

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.