Hedge Funds Similar to GPWM

13F Portfolio OverlapQ2 2026GPWM portfolio →

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Most similar hedge funds by 13F overlap

GPWM LLC is an institutional investor managing $191M across 20 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GPWM are Passive ,, Vannoy Advisory Group,, ASPIRIANT,, with shared positions in $SCHW, $DDOG, $UNIT. The full ranking of 25 similar funds is below.

#1Passive Capital Management, LLC.Active

Substantial overlap · 3 shared positions

$SCHW $DDOG $UNIT

$335M

104 positions

#2Vannoy Advisory Group, Inc.Smart money

Substantial overlap · 3 shared positions

$DDOG $UNIT $SCHW

$158M

28 positions

#3ASPIRIANT, LLCActive

Notable overlap · 3 shared positions

$UNIT $DDOG $SCHW

$3.5B

338 positions

#4West Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$DDOG $SCHW $UNIT

$589M

193 positions

#5Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$SCHW $UNIT $DDOG

$255M

49 positions

#6Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $DDOG

$313M

119 positions

#7Partners in Financial PlanningActive

Notable overlap · 3 shared positions

$UNIT $SCHW $DDOG

$603M

122 positions

#8PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 3 shared positions

$SCHW $UNIT $DDOG

$567M

75 positions

#9Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$SCHW $UNIT $DDOG

$480M

160 positions

#10SVRN Asset Management, LLCActive

Notable overlap · 3 shared positions

$SCHW $UNIT $DDOG

$103M

37 positions

#11Grey Fox Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $SCHW $DDOG

$518M

140 positions

#12Brooklyn FI, LLCActive

Notable overlap · 3 shared positions

$UNIT $DDOG $SCHW

$476M

78 positions

#13Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 3 shared positions

$UNIT $DDOG $SCHW

$2.2B

79 positions

#14IF Advisors, LLCPassive

Notable overlap · 3 shared positions

$SCHW $UNIT $DDOG

$141M

53 positions

#15Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DDOG $UNIT $SCHW

$1.5B

686 positions

#16AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$DDOG $UNIT $SCHW

$206M

97 positions

#17Asset Management Group, Inc.Passive

Notable overlap · 3 shared positions

$UNIT $DDOG $SCHW

$619M

138 positions

#18Mustard Seed Financial, LLCPassive

Notable overlap · 3 shared positions

$DDOG $UNIT $SCHW

$167M

92 positions

#19Colony Family Offices, LLCActive

Notable overlap · 3 shared positions

$DDOG $SCHW $UNIT

$406M

62 positions

#20Rockwood Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$SCHW $DDOG $UNIT

$1.4B

118 positions

#21Lutz Financial Services LLCActive

Notable overlap · 3 shared positions

$DDOG $UNIT $SCHW

$1.5B

100 positions

#22Cherry Tree Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$UNIT $DDOG $SCHW

$473M

582 positions

#23American Investment Services, Inc.Active

Some overlap · 3 shared positions

$UNIT $SCHW $DDOG

$448M

132 positions

#24Donalies Financial Planning, LLCActive

Some overlap · 3 shared positions

$UNIT $SCHW $DDOG

$117M

74 positions

#25Prosperity Planning, Inc.Active

Some overlap · 3 shared positions

$UNIT $DDOG $SCHW

$395M

110 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.