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Hedge Funds Similar to GoalFusion Wealth ,

13F Portfolio OverlapQ1 2026GoalFusion Wealth , portfolio →
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Most similar hedge funds by 13F overlap

GoalFusion Wealth Management, LLC is an institutional investor managing $248M across 32 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 GoalFusion Wealth , are Amitell Pte Ltd, Orcam Financial Group, Long Island Wealth ,, with shared positions in $DOV, $USB, $AMD, $MKL, $IBM, $NEE. The full ranking of 25 similar funds is below.

#1Amitell Capital Pte LtdActive
Notable overlap · 3 shared positions
$DOV$USB$AMD
$62M
14 positions
#2Orcam Financial GroupSmart money
Notable overlap · 3 shared positions
$DOV$USB$MKL
$141M
62 positions
#3Long Island Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$DOV$USB$MKL$IBM
$216M
89 positions
#4Global Endowment Management, LPActive
Notable overlap · 3 shared positions
$DOV$USB$AMD
$896M
126 positions
#5Compass Advisory Group LLCActive
Notable overlap · 3 shared positions
$DOV$USB$MKL
$374M
86 positions
#6Alta Advisers LtdActive
Notable overlap · 3 shared positions
$DOV$AMD$MKL
$276M
206 positions
#7NYL Investors LLCActive
Notable overlap · 3 shared positions
$DOV$USB$MKL
$265M
31 positions
#8Prentice Wealth Management LLCActive
Notable overlap · 3 shared positions
$DOV$NEE$IBM
$443M
117 positions
#9HFM Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$AMD$IBM
$260M
1,210 positions
#10CINCINNATI CASUALTY COActive
Notable overlap · 3 shared positions
$DOV$USB$ACN
$191M
24 positions
#11Evelyn Partners Asset Management LtdPassive
Notable overlap · 3 shared positions
$DOV$USB$ACN
$406M
308 positions
#12Newton One Investments LLCActive
Notable overlap · 4 shared positions
$USB$DOV$MKL$IBM
$368M
121 positions
#13Foundation Wealth Management, LLC\PAActive
Notable overlap · 3 shared positions
$USB$NEE$MKL
$284M
91 positions
#14Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$USB$NEE$ACN
$451M
146 positions
#15Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$NEE$IBM
$149M
70 positions
#16MilWealth Group LLCSmart money
Notable overlap · 3 shared positions
$USB$MKL$AMD
$420M
81 positions
#17Bridgewater Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$DOV$NEE
$1.7B
456 positions
#18CULTIVAR CAPITAL, INC.Smart money
Notable overlap · 3 shared positions
$USB$NEE$IBM
$156M
46 positions
#19Coyle Financial Counsel LLCActive
Notable overlap · 3 shared positions
$DOV$USB$DELL
$473M
113 positions
#20TSG Advice Partners, LLCActive
Notable overlap · 3 shared positions
$DOV$USB$IBM
$667M
135 positions
#21HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 3 shared positions
$USB$NEE$MKL
$280M
107 positions
#22Berkeley Capital Partners, LLCActive
Notable overlap · 3 shared positions
$USB$NEE$MKL
$431M
184 positions
#23REIK & CO., LLCActive
Notable overlap · 3 shared positions
$USB$ACN$IBM
$363M
56 positions
#24Summit Asset Management, LLCActive
Some overlap · 3 shared positions
$USB$NEE$IBM
$719M
172 positions
#25AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$USB$NEE
$710M
221 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.