What hedge funds are most similar to GREAT VALLEY ADVISOR GROUP, INC.?

The funds with the most similar 13F portfolios to GREAT VALLEY ADVISOR GROUP, INC. are Per Stirling ,, OakTrust Wealth Advisors,, WT Wealth, 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 GREAT VALLEY ADVISOR GROUP,

13F Portfolio OverlapQ1 2026GREAT VALLEY ADVISOR GROUP, portfolio →

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Most similar hedge funds by 13F overlap

GREAT VALLEY ADVISOR GROUP, INC. is an institutional investor managing $5.5B across 999 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 GREAT VALLEY ADVISOR GROUP, are Per Stirling ,, OakTrust Wealth Advisors,, WT Wealth, with shared positions in $WT, $BAH, $JHG, $TECK, $REGN, $SNOW. The full ranking of 25 similar funds is below.

#1Per Stirling Capital Management, LLC.Passive

Notable overlap · 7 shared positions

$WT $BAH $JHG $TECK $REGN $SNOW

$905M

310 positions

#2OakTrust Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$WT $BAH $GLDM $REGN $CRM $HUM

$110M

68 positions

#3WT Wealth ManagementPassive

Notable overlap · 5 shared positions

$WT $JHG $GLDM $SNOW $SHW

$336M

138 positions

#4BLUELINE ADVISORS LLCActive

Notable overlap · 5 shared positions

$WT $JHG $TECK $SHW $HUM

$129M

217 positions

#5First Financial Group CorpActive

Notable overlap · 5 shared positions

$WT $JHG $SNOW $SHW $HUM

$122M

80 positions

#6Magnolia Private Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $JHG $GLDM

$150M

134 positions

#7Bravias Capital Group, LLCActive

Notable overlap · 5 shared positions

$WT $GLDM $REGN $SLV $SHW

$153M

96 positions

#8Team Financial Group, LLCActive

Notable overlap · 5 shared positions

$WT $GLDM $SNOW $REGN $HUM

$220M

273 positions

#9Provident Wealth Management, LLCSmart money

Notable overlap · 6 shared positions

$WT $TECK $SNOW $REGN $HUM $MCD

$331M

134 positions

#10Vigilare Wealth ManagementActive

Notable overlap · 4 shared positions

$WT $JHG $SNOW $HUM

$296M

109 positions

#11MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$WT $JHG $SNOW $MCD

$260M

146 positions

#12Beckerman Institutional, LLCActive

Notable overlap · 5 shared positions

$WT $GLDM $SNOW $ZBRA $HUM

$188M

121 positions

#13tru Independence LLCActive

Notable overlap · 5 shared positions

$WT $JHG $CRM $HUM $MCD

$202M

102 positions

#14Financial Security Advisor, Inc.Active

Notable overlap · 5 shared positions

$WT $JHG $BAH $REGN $MCD

$544M

160 positions

#15Strategic Family Wealth Counselors, L.L.C.Passive

Notable overlap · 4 shared positions

$WT $BAH $JHG $REGN

$381M

163 positions

#16COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 5 shared positions

$WT $JHG $REGN $HUM $MCD

$157M

92 positions

#17Value Investment Professionals, LLCActive

Notable overlap · 4 shared positions

$WT $JHG $REGN $MCD

$89M

81 positions

#18CMC Financial GroupActive

Notable overlap · 4 shared positions

$BAH $WT $GLDM $REGN

$51M

38 positions

#19Retirement Planning Group, LLCActive

Notable overlap · 6 shared positions

$WT $FHI $REGN $SNOW $HUM $BAH

$3.2B

481 positions

#20Retirement Management Systems Inc.Active

Notable overlap · 4 shared positions

$WT $JHG $SNOW $SHW

$415M

51 positions

#21Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $JHG $TECK $SLV

$477M

70 positions

#22AIFG Consultants Ltd.

Notable overlap · 4 shared positions

$WT $JHG $GLDM $SLV

$58M

54 positions

#23Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$WT $JHG $REGN

$462M

53 positions

#24SFM, LLCActive

Notable overlap · 3 shared positions

$WT $BAH $SHW

$165M

63 positions

#25New Perspectives, IncSmart money

Notable overlap · 4 shared positions

$WT $GLDM $SHW $HUM

$289M

44 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.