What hedge funds are most similar to Global Wealth Management Investment Advisory, Inc.?

The funds with the most similar 13F portfolios to Global Wealth Management Investment Advisory, Inc. are 1834 INVESTMENT ADVISORS, Causey Wealth, Cornerstone Financial, based on overlapping conviction holdings in the latest SEC filings.

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 Global Wealth Investment Advisory,

13F Portfolio OverlapQ1 2026Global Wealth Investment Advisory, portfolio →

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Most similar hedge funds by 13F overlap

Global Wealth Management Investment Advisory, Inc. is an institutional investor managing $638M across 158 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 Wealth Investment Advisory, are 1834 INVESTMENT ADVISORS, Causey Wealth, Cornerstone Financial, with shared positions in $USB, $UPST, $VZ, $CTRA, $TFC, $KKR. The full ranking of 25 similar funds is below.

#11834 INVESTMENT ADVISORS COPassive

Notable overlap · 5 shared positions

$USB $UPST $VZ $CTRA $TFC

$801M

206 positions

#2Causey Wealth LLCPassive

Notable overlap · 5 shared positions

$USB $UPST $KKR $IBM $AMGN

$236M

81 positions

#3Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$UPST $USB $KKR $MS $KO

$109M

1,311 positions

#4Oak Harvest Investment ServicesPassive

Notable overlap · 6 shared positions

$UPST $KKR $MS $DUK $AMGN $MCD

$958M

176 positions

#5Drum Hill Capital, LLCActive

Notable overlap · 5 shared positions

$USB $UPST $VZ $IBM $KO

$109M

46 positions

#6NEW ENGLAND ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$KKR $BAC $VZ $USB $DUK $AMGN

$786M

99 positions

#7Miller Financial Services LLCPassive

Notable overlap · 7 shared positions

$UPST $VZ $D $MS $USB $CRWD

$91M

120 positions

#8Piedmont Capital Management, LLCActive

Notable overlap · 6 shared positions

$USB $KKR $VZ $KO $IBM $AMGN

$197M

50 positions

#9EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$USB $MS $BAC $DUK $AMGN $SO

$1.4B

56 positions

#10HOWE & RUSLING INCPassive

Notable overlap · 6 shared positions

$USB $MS $KKR $BAC $KO $MCD

$1.5B

477 positions

#11WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$USB $UPST $SO $DUK $BAC $MCD

$350M

95 positions

#12Winch Advisory Services, LLCActive

Notable overlap · 4 shared positions

$USB $UPST $KO $VZ

$438M

530 positions

#13Powers Advisory Group, LLCActive

Notable overlap · 7 shared positions

$USB $MS $MCD $SO $KO $DUK

$284M

125 positions

#14Ranch Capital Advisors Inc.Passive

Notable overlap · 7 shared positions

$KKR $VZ $MS $DUK $AMGN $SO

$277M

154 positions

#15TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Notable overlap · 7 shared positions

$UPST $KKR $IBM $BAC $SO $KO

$1.6B

271 positions

#16Titan Investment Management LLCPassive

Notable overlap · 3 shared positions

$USB $UPST $MS

$113M

37 positions

#17Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$UPST $KKR $MS $MCD $VZ

$453M

103 positions

#18Kentucky Trust CoPassive

Notable overlap · 6 shared positions

$USB $DUK $TFC $SO $AMGN $KO

$191M

311 positions

#19Arista Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$USB $UPST $KO

$822M

253 positions

#20Berkeley Capital Partners, LLCActive

Notable overlap · 5 shared positions

$USB $KKR $DUK $BAC $MCD

$431M

184 positions

#21Brucke Financial, Inc.Passive

Notable overlap · 3 shared positions

$USB $UPST $BAC

$197M

166 positions

#22Cascade Wealth Advisors, IncActive

Notable overlap · 3 shared positions

$USB $UPST $KKR

$228M

60 positions

#23Concord Asset Management, LLC/VAActive

Some overlap · 6 shared positions

$UPST $MS $KO $SO $AMGN $TFC

$592M

117 positions

#24Concord Wealth PartnersPassive

Some overlap · 6 shared positions

$UPST $MS $KO $SO $AMGN $TFC

$770M

207 positions

#25McGlone Suttner Wealth Management, Inc.Active

Some overlap · 5 shared positions

$USB $KKR $BAC $KO $MCD

$755M

189 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.