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Hedge Funds Similar to Geometric Wealth Advisors

13F Portfolio OverlapQ1 2026Geometric Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Geometric Wealth Advisors is an institutional investor managing $799M across 85 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 Geometric Wealth Advisors are PINNEY & SCOFIELD,, Planning Center,, Gibson Wealth Advisors, with shared positions in $NSC, $IBM, $CME, $KO, $BRZE, $SO. The full ranking of 25 similar funds is below.

#1PINNEY & SCOFIELD, INC.Active
Substantial overlap · 3 shared positions
$NSC$IBM$CME
$185M
243 positions
#2Planning Center, Inc.Smart money
Substantial overlap · 3 shared positions
$NSC$IBM$KO
$987M
78 positions
#3Gibson Wealth Advisors LLCSmart money
Notable overlap · 5 shared positions
$NSC$BRZE$KO$IBM$SO
$149M
37 positions
#4Austin Wealth Management, LLCPassive
Some overlap · 3 shared positions
$NSC$DOV$UNIT
$440M
118 positions
#5Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$NSC$IBM$UNIT
$227M
74 positions
#6M. Kraus & CoActive
Some overlap · 3 shared positions
$NSC$IBM$ETN
$343M
81 positions
#7DB&C Advisors, LLCPassive
Some overlap · 4 shared positions
$ETN$KO$IBM$SO
$77M
67 positions
#8CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$NSC$DOV$CME
$5.0B
55 positions
#9Farmers National BankPassive
Some overlap · 4 shared positions
$NSC$KO$IBM$ALL
$453M
185 positions
#10OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$NSC$ETN$SO$IBM$UNIT
$311M
318 positions
#11GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$ETN$KO$IBM$CME
$1.1B
389 positions
#12Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$NSC$KO$IBM$CME
$18.1B
151 positions
#13BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$KO$IBM$SO$NSC
$199M
110 positions
#14SageOak Financial, LLCSmart money
Some overlap · 3 shared positions
$NSC$SO$DOV
$142M
35 positions
#15KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$IBM$NSC$KO$SO
$1.4B
221 positions
#16Approach Retirement Advisors, LLCActive
Some overlap · 4 shared positions
$KO$IBM$SO$DOV
$120M
79 positions
#17First Washington CORPActive
Some overlap · 4 shared positions
$ETN$BRZE$CME$ALL
$353M
50 positions
#18NewEdge Advisors, LLCPassive
Some overlap · 7 shared positions
$IBM$SO$KO$DOV$BRZE$UNIT
$2.2B
1,217 positions
#19FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 4 shared positions
$KO$IBM$SO$CME
$1.5B
235 positions
#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KO$IBM$SO$CME
$220M
148 positions
#21Meadowbrook Advisors Group, LLCPassive
Some overlap · 4 shared positions
$KO$IBM$SO$CME
$168M
136 positions
#22Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$KO$IBM$SO$CME
$303M
121 positions
#23Beech Hill Advisors, Inc.Passive
Some overlap · 3 shared positions
$ETN$KO$IBM
$200M
94 positions
#24Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$ETN$SO$IBM$CME
$215M
125 positions
#25St. Clair Advisors, LLCActive
Some overlap · 4 shared positions
$ETN$IBM$KO$NSC
$376M
82 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.