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 GoalVest Advisory

13F Portfolio OverlapQ1 2026GoalVest Advisory portfolio →

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Most similar hedge funds by 13F overlap

GoalVest Advisory LLC is an institutional investor managing $539M across 500 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 GoalVest Advisory are GENTRY PRIVATE WEALTH,, FARMERS, Pinion Investment Advisors,, with shared positions in $AAAU, $NEE, $BKR, $BAC, $T, $WMB. The full ranking of 25 similar funds is below.

#1GENTRY PRIVATE WEALTH, LLCActive

Some overlap · 9 shared positions

$AAAU $NEE $BKR $BAC $T $WMB

$166M

91 positions

#2FARMERS TRUST COPassive

Some overlap · 7 shared positions

$PLTR $NEE $LRCX $T $LNG $FCX

$637M

203 positions

#3Pinion Investment Advisors, LLCActive

Some overlap · 7 shared positions

$AAAU $NEE $WMB $T $MCD $BAC

$428M

181 positions

#4Nikulski Financial, Inc.Passive

Some overlap · 5 shared positions

$AAAU $PLTR $LRCX $FCX $MCD

$405M

175 positions

#5CapWealth Advisors, LLCActive

Some overlap · 6 shared positions

$PLTR $NEE $WMB $BAC $T $GE

$1.3B

118 positions

#6U.S. Capital Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$PLTR $LRCX $BAC $T $FCX $MCD

$4.0B

1,008 positions

#7OFI INVEST ASSET MANAGEMENTActive

Slight overlap · 5 shared positions

$PLTR $NEE $BKR $LRCX $BAC

$7.6B

347 positions

#8OPTIMA CAPITAL LLCPassive

Slight overlap · 3 shared positions

$AAAU $PLTR $MCD

$215M

159 positions

#9ATALANTA SOSNOFF CAPITAL, LLCActive

Slight overlap · 6 shared positions

$PLTR $LRCX $BAC $FCX $GE $MCD

$4.7B

104 positions

#10NLB Skladi, upravljanje premozenja, d.o.o.Passive

Slight overlap · 5 shared positions

$PLTR $NEE $LRCX $FCX $GE

$2.1B

335 positions

#11AGP FRANKLIN, LLCPassive

Slight overlap · 4 shared positions

$PLTR $SCCO $GNRC $BAC

$200M

93 positions

#12Cordatus Wealth Management LLCPassive

Slight overlap · 5 shared positions

$PLTR $NEE $BAC $GE $MCD

$420M

164 positions

#13Kessler Investment Group, LLCPassive

Slight overlap · 5 shared positions

$PLTR $GNRC $BAC $FCX $T

$211M

79 positions

#14Hedeker Wealth, LLCPassive

Slight overlap · 4 shared positions

$PLTR $GNRC $NRG $FCX

$474M

87 positions

#15Henson-Edgewater Management, LLCPassive

Slight overlap · 5 shared positions

$PLTR $LRCX $BAC $GE $MCD

$157M

66 positions

#16Hilton Head Capital Partners, LLCPassive

Slight overlap · 5 shared positions

$PLTR $LRCX $T $GE $MCD

$177M

989 positions

#17PFA Pension, ForsikringsaktieselskabActive

Slight overlap · 6 shared positions

$PLTR $BKR $LRCX $BAC $T $GE

$33.2B

381 positions

#18FORTEM FINANCIAL GROUP, LLCPassive

Slight overlap · 4 shared positions

$PLTR $NRG $LRCX $LNG

$399M

173 positions

#19WESPAC Advisors, LLCPassive

Slight overlap · 3 shared positions

$AAAU $T $GE

$183M

178 positions

#20AFFINITY WEALTH MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$PLTR $SCCO $NRG $LRCX

$661M

103 positions

#21Rockline Wealth Management, LLCActive

Slight overlap · 4 shared positions

$PLTR $NEE $LRCX $MCD

$460M

108 positions

#22ING GROEP NVPassive

Slight overlap · 5 shared positions

$PLTR $LRCX $BAC $GE $MCD

$16.4B

503 positions

#23WRIGHT INVESTORS SERVICE INCPassive

Slight overlap · 5 shared positions

$NRG $NEE $BKR $LRCX $BAC

$318M

148 positions

#24MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Passive

Slight overlap · 4 shared positions

$PLTR $SCCO $WPM $FCX

$73.7B

3,122 positions

#25Siemens Fonds Invest GmbHPassive

Slight overlap · 5 shared positions

$PLTR $NEE $LRCX $BAC $MCD

$1.7B

548 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.