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Hedge Funds Similar to Global Strategic Investment Solutions,

13F Portfolio OverlapQ1 2026Global Strategic Investment Solutions, portfolio →
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Most similar hedge funds by 13F overlap

Global Strategic Investment Solutions, LLC is an institutional investor managing $1.0B across 145 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 Global Strategic Investment Solutions, are Xena Financial Planning,, Hudson Oak Wealth Advisory, Values Added Financial, with shared positions in $DDOG, $GMM, $AFRM, $RELX, $AMN, $KKR. The full ranking of 25 similar funds is below.

#1Xena Financial Planning, LLCActive
Notable overlap · 3 shared positions
$DDOG$GMM$AFRM
$89M
33 positions
#2Hudson Oak Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$DDOG$RELX$AMN
$115M
52 positions
#3Values Added Financial LLCPassive
Notable overlap · 6 shared positions
$GMM$DDOG$KKR$AFRM$SYK$TMO
$238M
134 positions
#4RCS Financial Planning, LLCPassive
Notable overlap · 3 shared positions
$DDOG$AMN$GMM
$193M
98 positions
#5Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$DDOG$AMN$KKR$AFRM
$335M
104 positions
#6Lutz Financial Services LLCActive
Some overlap · 3 shared positions
$DDOG$AMN$GMM
$1.5B
100 positions
#7DRAVO BAY LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$KKR
$246M
54 positions
#8McNamara Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$GMM$DDOG$KKR
$528M
99 positions
#9Sanchez Levi GarrettActive
Some overlap · 5 shared positions
$DDOG$AMN$GMM$AFRM$AMAT
$159M
74 positions
#10Luminvest Wealth Management LLCSmart money
Some overlap · 3 shared positions
$DDOG$KKR$DHR
$382M
55 positions
#11Mallini Complete Financial Planning LLCSmart money
Some overlap · 3 shared positions
$DDOG$KKR$AFRM
$126M
61 positions
#12Level Wealth Management LLCSmart money
Some overlap · 3 shared positions
$DDOG$GMM$KKR
$213M
67 positions
#13BlueStem Wealth Partners, LLCActive
Some overlap · 3 shared positions
$GMM$AMN$TMO
$900M
124 positions
#14Sterneck Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$AMN$TMO
$223M
116 positions
#15GeoWealth Management, LLCActive
Some overlap · 4 shared positions
$DDOG$GMM$DHR$AMAT
$2.8B
853 positions
#16Astoria Strategic Wealth, Inc.Smart money
Some overlap · 3 shared positions
$DDOG$DHR$GMM
$394M
37 positions
#17LPWM LLCActive
Some overlap · 4 shared positions
$GMM$DDOG$ECL$DHR
$396M
94 positions
#18Rochester Wealth Strategies, LLCSmart money
Some overlap · 3 shared positions
$DDOG$RELX$KKR
$165M
24 positions
#19MOLLER WEALTH PARTNERSActive
Some overlap · 3 shared positions
$DDOG$KKR$AMAT
$507M
67 positions
#20Summit Wealth Group, LLCActive
Some overlap · 5 shared positions
$DDOG$RELX$KKR$AFRM$DHR
$436M
126 positions
#21ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$GMM$DDOG$AMAT$RELX
$324M
72 positions
#22JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$GMM$AMN$DHR
$205M
139 positions
#23Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$AFRM
$476M
78 positions
#24Gleason Group, Inc.Active
Some overlap · 3 shared positions
$DDOG$KKR$DHR
$1.0B
229 positions
#25Tradewinds Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$RELX$API
$504M
719 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.