How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Geneos Wealth

13F Portfolio OverlapQ1 2026Geneos Wealth portfolio →

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Most similar hedge funds by 13F overlap

Geneos Wealth Management Inc. is an institutional investor managing $4.3B across 2,465 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 Geneos Wealth are SENTINEL WEALTH ,, Ballast Rock Private Wealth, AlphaCore, with shared positions in $DHR, $EPAM, $SNOW, $WT, $OKE, $SE. The full ranking of 25 similar funds is below.

#1SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 8 shared positions

$DHR $EPAM $SNOW $WT $OKE $SE

$125M

39 positions

#2Ballast Rock Private Wealth LLCPassive

Some overlap · 6 shared positions

$JHG $SNOW $WT $SOLV $REGN $SCHW

$181M

177 positions

#3AlphaCore Capital LLCPassive

Some overlap · 5 shared positions

$JHG $DHR $EPAM $WT $REGN

$4.2B

1,202 positions

#4First Financial Group CorpActive

Some overlap · 5 shared positions

$JHG $SNOW $WT $NSC $NEE

$122M

80 positions

#5Advisory Resource GroupPassive

Some overlap · 7 shared positions

$JHG $DHR $OKE $MS $CRM $GMM

$581M

172 positions

#6Ameritas Advisory Services, LLCPassive

Some overlap · 6 shared positions

$JHG $WT $OKE $SNOW $SOLV $SCHW

$2.6B

1,075 positions

#7ST GERMAIN D J CO INCPassive

Some overlap · 8 shared positions

$JHG $DHR $PANW $SE $SOLV $CRM

$2.5B

901 positions

#8MBA Advisors LLCPassive

Some overlap · 4 shared positions

$JHG $SNOW $WT $SOLV

$260M

146 positions

#9Compass Financial Group, Inc.Active

Some overlap · 3 shared positions

$JHG $EPAM $SNOW

$222M

47 positions

#10Aprio Wealth Management, LLCPassive

Some overlap · 7 shared positions

$JHG $WT $REGN $MS $CRM $SCHW

$1.8B

613 positions

#11Per Stirling Capital Management, LLC.Passive

Some overlap · 6 shared positions

$JHG $WT $SOLV $SNOW $REGN $MS

$905M

310 positions

#12Retirement Management Systems Inc.Active

Some overlap · 4 shared positions

$JHG $SNOW $WT $MS

$415M

51 positions

#13Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$JHG $SNOW $WT $SCHW

$296M

109 positions

#14Modern Wealth Management, LLCPassive

Some overlap · 6 shared positions

$JHG $WT $SE $REGN $SOLV $NEE

$5.8B

877 positions

#15Addison Capital CoPassive

Some overlap · 5 shared positions

$JHG $WT $SNOW $SE $SCHW

$562M

182 positions

#16Medallion Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$JHG $SNOW $WT $REGN $SOLV $SCHW

$306M

1,121 positions

#17GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 5 shared positions

$JHG $SNOW $WT $REGN $CRM

$5.5B

999 positions

#18Redwood Financial Network CorpPassive

Some overlap · 5 shared positions

$JHG $DHR $WT $MS $GMM

$153M

170 positions

#19Element Wealth, LLCPassive

Some overlap · 6 shared positions

$DHR $WT $JHG $SNOW $SE $MS

$242M

207 positions

#20WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$JHG $SNOW $WT $FCFS

$156M

139 positions

#21Lionshead Wealth Management, LLCPassive

Some overlap · 3 shared positions

$JHG $SNOW $WT

$136M

108 positions

#22EPIQ PARTNERS, LLCPassive

Some overlap · 4 shared positions

$JHG $EPAM $SCHW $NEE

$214M

83 positions

#23Miller Global Investments, LLCPassive

Some overlap · 4 shared positions

$JHG $SNOW $OKE $SCHW

$121M

295 positions

#24Clearview Wealth Advisors LLC

Some overlap · 4 shared positions

$JHG $SNOW $NSC $SCHW

$158M

103 positions

#25PENNINGTON PARTNERS & CO., LLCActive

Some overlap · 3 shared positions

$JHG $EPAM $DHR

$292M

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.