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Hedge Funds Similar to Geneos Wealth

13F Portfolio OverlapQ2 2026Geneos Wealth portfolio →
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Most similar hedge funds by 13F overlap

Geneos Wealth Management Inc. is an institutional investor managing $4.9B across 2,475 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 Geneos Wealth are BERKSHIRE ASSET, Marshall & Sterling Wealth Advisors, New Republic, with shared positions in $NSC, $WPC, $KMI, $SCHW, $LMT, $CRWD. The full ranking of 25 similar funds is below.

#1BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$NSC$WPC$KMI$SCHW$LMT
$2.5B
270 positions
#2Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$NSC$CRWD$SCHW$LMT
$169M
339 positions
#3New Republic Capital, LLCPassive
Some overlap · 4 shared positions
$NSC$KMI$ASML$NEE
$434M
352 positions
#4Integrated Advisors Network LLCPassive
Some overlap · 5 shared positions
$CRWD$FTNT$URI$CLS$SCHW
$2.2B
675 positions
#5STEINBERGANNA WEALTH MANAGEMENTActive
Some overlap · 5 shared positions
$CRWD$FTNT$URI$CLS$LMT
$233M
139 positions
#6Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$NSC$ASML$SCHW$LMT
$542M
162 positions
#7Aldebaran Financial Inc.Passive
Some overlap · 3 shared positions
$NSC$CRWD$FTNT
$123M
82 positions
#8Capital Square, LLCPassive
Some overlap · 4 shared positions
$NSC$WPC$O$LMT
$227M
252 positions
#9Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$CRWD$ASML$NEE$KMI
$345M
111 positions
#10Corient IA LLCPassive
Some overlap · 4 shared positions
$CRWD$FTNT$ASML$URI
$108M
249 positions
#11OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$NSC$NEE$KMI$LMT
$329M
323 positions
#12Traynor Capital Management, Inc.Active
Some overlap · 4 shared positions
$CRWD$ASML$URI$LMT
$2.2B
369 positions
#13Broderick Brian CActive
Some overlap · 4 shared positions
$CRWD$ASML$NEE$SCHW
$646M
95 positions
#14Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$NSC$NEE$SCHW$LMT
$113M
87 positions
#15Aspetuck Financial Management LLCActive
Slight overlap · 5 shared positions
$CRWD$ASML$SCHW$NEE$LMT
$170M
79 positions
#16Vident Advisory, LLCPassive
Slight overlap · 4 shared positions
$CRWD$FTNT$SCHW$LMT
$13.9B
1,919 positions
#17Essential Investment Partners LLCPassive
Slight overlap · 4 shared positions
$CRWD$URI$KMI$LMT
$125M
312 positions
#18DILLON & ASSOCIATES INCActive
Slight overlap · 3 shared positions
$NSC$NEE$ASML
$849M
79 positions
#19Lantern Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$CRWD$NEE$KMI$SCHW
$232M
197 positions
#20Gradient Investments LLCPassive
Slight overlap · 4 shared positions
$CRWD$URI$ASML$NEE
$7.0B
457 positions
#21Harold Davidson & Associates Inc.Active
Slight overlap · 3 shared positions
$CRWD$NSC$FTNT
$231M
59 positions
#22Callahan Advisors, LLCActive
Slight overlap · 4 shared positions
$FTNT$ASML$URI$NEE
$1.3B
181 positions
#23Hilton Head Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$NSC$FTNT$NEE$LMT
$185M
877 positions
#24Shum Financial Group, Inc.Passive
Slight overlap · 4 shared positions
$CRWD$ASML$SCHW$LMT
$174M
110 positions
#25Modus Advisors, LLCPassive
Slight overlap · 4 shared positions
$CRWD$NEE$SCHW$LMT
$405M
118 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.