What hedge funds are most similar to Golden State Wealth Management, LLC?

The funds with the most similar 13F portfolios to Golden State Wealth Management, LLC are Per Stirling ,, Ameritas Advisory Services,, Vigilare 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 Golden State Wealth ,

13F Portfolio OverlapQ1 2026Golden State Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Golden State Wealth Management, LLC is an institutional investor managing $915M across 1,609 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 Golden State Wealth , are Per Stirling ,, Ameritas Advisory Services,, Vigilare Wealth, with shared positions in $WT, $JHG, $HUM, $SOLV, $REGN, $SNOW. The full ranking of 25 similar funds is below.

#1Per Stirling Capital Management, LLC.Passive

Some overlap · 6 shared positions

$WT $JHG $HUM $SOLV $REGN $SNOW

$905M

310 positions

#2Ameritas Advisory Services, LLCPassive

Some overlap · 7 shared positions

$WT $JHG $HUM $SOLV $SNOW $OUNZ

$2.6B

1,075 positions

#3Vigilare Wealth ManagementActive

Some overlap · 6 shared positions

$WT $JHG $HUM $SNOW $PLTR $GEV

$296M

109 positions

#4Peck Wealth Management, LLCPassive

Some overlap · 6 shared positions

$WT $HUM $SOLV $SNOW $PLTR $OUNZ

$100M

122 positions

#5COLUMBIA ADVISORY PARTNERS LLCActive

Some overlap · 5 shared positions

$WT $JHG $FCFS $HUM $REGN

$157M

92 positions

#6Onyx Bridge Wealth Group LLCPassive

Some overlap · 5 shared positions

$WT $HUM $SOLV $REGN $PLTR

$930M

373 positions

#7Clear Creek Financial Management, LLCPassive

Some overlap · 5 shared positions

$WT $JHG $HUM $REGN $PLTR

$1.3B

608 positions

#8WT Wealth ManagementPassive

Some overlap · 4 shared positions

$WT $SIVR $JHG $SNOW

$336M

138 positions

#9Ballast Rock Private Wealth LLCPassive

Some overlap · 6 shared positions

$WT $JHG $HUM $SOLV $REGN $SNOW

$181M

177 positions

#10Spectrum Wealth Advisory Group, LLCActive

Some overlap · 5 shared positions

$WT $SOLV $FCFS $PLTR $JHG

$269M

58 positions

#11GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 5 shared positions

$WT $JHG $REGN $SNOW $HUM

$5.5B

999 positions

#12Collaborative Wealth Managment Inc.Passive

Some overlap · 4 shared positions

$WT $SOLV $FCFS $HUM

$218M

162 positions

#13Gaddis Premier Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$WT $FCFS $REGN $JHG $PLTR

$136M

85 positions

#14Sanchez Wealth Management GroupActive

Some overlap · 4 shared positions

$WT $JHG $SOLV $REGN

$462M

53 positions

#15Centerpoint Advisory GroupPassive

Some overlap · 4 shared positions

$WT $HUM $SOLV $REGN

$133M

108 positions

#16MBA Advisors LLCPassive

Some overlap · 4 shared positions

$WT $JHG $SOLV $SNOW

$260M

146 positions

#17Wealthcare Advisory Partners LLCPassive

Some overlap · 5 shared positions

$WT $JHG $HUM $REGN $SNOW

$5.1B

1,073 positions

#18First Financial Group CorpActive

Some overlap · 5 shared positions

$WT $JHG $HUM $SNOW $GEV

$122M

80 positions

#19Andina Capital Management, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $SOLV $MSTR

$113M

119 positions

#20Private Advisor Group, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $HUM $SNOW

$21.3B

2,704 positions

#21Leo Wealth, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $HUM $GEV

$1.4B

452 positions

#22Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 4 shared positions

$WT $JHG $HUM $REGN

$589M

590 positions

#23Alchemi Wealth, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $JHG $REGN $MSTR

$180M

155 positions

#24RVW Wealth, LLCActive

Some overlap · 5 shared positions

$WT $SOLV $REGN $GEV $HUM

$1.3B

176 positions

#25Kestra Advisory Services, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $HUM $REGN

$26.4B

3,116 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.