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 Vertrix Wealth, ADVOCATE GROUP, Paradigm, 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 OverlapQ2 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 $703M across 160 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 Global Wealth Investment Advisory are Vertrix Wealth, ADVOCATE GROUP, Paradigm, with shared positions in $MS, $CRWD, $AMGN, $DUK, $MCD, $AXP. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$MS $CRWD $AMGN $DUK $MCD $AXP

$292M

99 positions

#2ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$MS $VZ $D $DUK $MCD $SO

$646M

122 positions

#3Paradigm Capital Management, LLC/NVActive

Notable overlap · 6 shared positions

$TFC $VZ $D $AMGN $DUK $MCD

$116M

65 positions

#4Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$CRWD $MS $AMGN $DUK $MCD $AXP

$360M

73 positions

#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$VZ $D $AMGN $DUK $MCD $SO

$203M

58 positions

#6Capital Investment Counsel, LLCPassive

Notable overlap · 6 shared positions

$MS $DLR $AMGN $D $DUK $SO

$805M

155 positions

#7PINKERTON WEALTH, LLCActive

Notable overlap · 6 shared positions

$VZ $KMB $AMGN $DUK $MCD $SO

$1.2B

103 positions

#8SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 6 shared positions

$VZ $AMGN $KMB $DUK $MCD $SO

$1.3B

97 positions

#9EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$MS $DUK $AMGN $SO $CVS $GD

$1.3B

58 positions

#10Plan Group Financial, LLCPassive

Some overlap · 6 shared positions

$D $DLR $DUK $VZ $SO $VICI

$510M

228 positions

#11GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 6 shared positions

$TFC $D $SO $AMGN $MS $VZ

$2.3B

224 positions

#12BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$VZ $AMGN $DUK $MCD $AXP $CRWD

$504M

136 positions

#13Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$MS $TFC $DUK $VICI $GD

$10.2B

208 positions

#14Welch Group, LLCPassive

Some overlap · 5 shared positions

$TFC $VZ $KMB $MCD $SO

$2.9B

326 positions

#15PeakShares LLCActive

Some overlap · 5 shared positions

$CRWD $DUK $VZ $MCD $AXP

$134.4B

122 positions

#16Griffith & Werner, Inc.Passive

Some overlap · 5 shared positions

$TFC $VZ $DUK $AXP $SO

$213M

71 positions

#17Mason & Associates, LLCSmart money

Some overlap · 5 shared positions

$TFC $D $DUK $MCD $SO

$486M

45 positions

#18TriCert Investment Counsel Inc.Passive

Some overlap · 5 shared positions

$MS $VZ $AMGN $GD $DUK

$1.1B

88 positions

#19Principal Street Partners, LLCPassive

Some overlap · 5 shared positions

$MS $AMGN $VZ $DUK $CVS

$683M

277 positions

#20Richwood Investment Advisors, LLCActive

Some overlap · 6 shared positions

$MCD $AXP $AMGN $MS $GD $DAL

$142M

106 positions

#21CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 5 shared positions

$TFC $KMB $DUK $DVN $CVS

$3.3B

229 positions

#22Stablepoint Partners, LLCPassive

Some overlap · 6 shared positions

$AMGN $CVS $VZ $D $MCD $DUK

$723M

260 positions

#23MARSHALL INVESTMENT MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$CRWD $VZ $AMGN $DUK $CVS

$241M

497 positions

#24Patrick Mauro Investment Advisor, INC.Active

Some overlap · 5 shared positions

$VZ $KMB $MCD $SO $DUK

$199M

38 positions

#25St. Johns Investment Management Company, LLCPassive

Some overlap · 6 shared positions

$TFC $AXP $AMGN $MCD $CVS $GD

$264M

201 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.