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Hedge Funds Similar to General Partner,

13F Portfolio OverlapQ1 2026General Partner, portfolio →
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Most similar hedge funds by 13F overlap

General Partner, Inc. is an institutional investor managing $186M across 167 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 General Partner, are STUDIO INVESTMENT, FAMILY WEALTH PARTNERS,, Discipline Wealth Solutions,, with shared positions in $UNIT, $NEE, $UNP, $BAC, $HON, $SCHW. The full ranking of 25 similar funds is below.

#1STUDIO INVESTMENT MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$UNIT$NEE$UNP$BAC$HON
$547M
180 positions
#2FAMILY WEALTH PARTNERS, LLCActive
Notable overlap · 4 shared positions
$UNIT$NEE$SCHW$GBDC
$293M
105 positions
#3Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$UNIT$NEE$SCHW
$950M
192 positions
#425 LLCActive
Some overlap · 3 shared positions
$UNIT$NEE$FAST
$324M
69 positions
#5Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$UNIT$NEE$SCHW
$1.4B
58 positions
#6Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$UNIT$UNP$BAC
$743M
264 positions
#7Payne Capital Management, LLCActive
Some overlap · 5 shared positions
$UNIT$SCHW$PM$UNP$BAC
$331M
79 positions
#8Gladwyn Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$UNIT$NEE$MDY$MCD$UNP
$160M
82 positions
#9Meramec Financial Planners, LLCPassive
Some overlap · 4 shared positions
$UNIT$TJX$SCHW$PM
$252M
520 positions
#10Fee-Only Financial Planning, L.C.Smart money
Some overlap · 4 shared positions
$UNIT$PM$BAC$SCHW
$166M
43 positions
#11Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$UNIT$SCHW$MDY
$619M
138 positions
#12Northwest Quadrant Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$UNIT$SCHW$PM$UNP$BAC
$481M
67 positions
#13Nabity-Jensen Investment Management IncActive
Some overlap · 3 shared positions
$UNIT$SCHW$UNP
$144M
70 positions
#14LAM GROUP, INC.Passive
Some overlap · 4 shared positions
$UNIT$MDY$SCHW$NEE
$182M
136 positions
#15SWAN Capital LLCPassive
Some overlap · 3 shared positions
$UNIT$SCHW$MCD
$272M
554 positions
#16Oath Planning, LLCActive
Some overlap · 3 shared positions
$UNIT$MCD$SCHW
$113M
69 positions
#17Weinberger Asset Management, IncActive
Some overlap · 3 shared positions
$UNIT$PM$BAC
$267M
92 positions
#18Traveka Wealth, LLCPassive
Some overlap · 3 shared positions
$UNIT$SCHW$UNP
$262M
186 positions
#19Sterling Wealth Management, Inc.Active
Some overlap · 4 shared positions
$UNIT$SCHW$MCD$HON
$364M
112 positions
#20Partners in Financial PlanningActive
Some overlap · 3 shared positions
$UNIT$SCHW$PM
$603M
122 positions
#21Financial Advisory CorpSmart money
Some overlap · 3 shared positions
$UNIT$SCHW$MCD
$720M
51 positions
#22Prosperity Planning, Inc.Active
Some overlap · 3 shared positions
$UNIT$MDY$SCHW
$395M
110 positions
#23WALLER FINANCIAL PLANNING GROUP, INCActive
Some overlap · 3 shared positions
$UNIT$SCHW$PM
$453M
74 positions
#24HOWE & RUSLING INCPassive
Some overlap · 7 shared positions
$NEE$UNP$TJX$MCD$PM$BAC
$1.5B
477 positions
#25Praetorian Wealth Management, Inc.Active
Some overlap · 3 shared positions
$UNIT$SCHW$MCD
$526M
77 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.