Hedge Funds Similar to Global Wealth Strategies & Associates

13F Portfolio OverlapQ2 2026Global Wealth Strategies & Associates portfolio →

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Most similar hedge funds by 13F overlap

Global Wealth Strategies & Associates is an institutional investor managing $528M across 97 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 Global Wealth Strategies & Associates are Kelly Financial Services, Bedminster, Meridian Wealth Advisors, with shared positions in $IAU, $SHW, $LMT, $MDY, $MMM, $TT. The full ranking of 25 similar funds is below.

#1Kelly Financial Services LLCActive

Notable overlap · 3 shared positions

$467M

141 positions

#2Bedminster, LLCSmart money

Notable overlap · 3 shared positions

$117M

51 positions

#3Meridian Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$880M

211 positions

#4SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$222M

100 positions

#5Omnia Family Wealth, LLCSmart money

Notable overlap · 3 shared positions

$IAU $QCOM $LMT

$373M

103 positions

#6CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $LMT $FTNT

$130M

55 positions

#7Wealth Quarterback LLCActive

Notable overlap · 3 shared positions

$IAU $LMT $ASML

$324M

172 positions

#8LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 3 shared positions

$426M

99 positions

#9ANDERSON HOAGLAND & COActive

Notable overlap · 3 shared positions

$IAU $ASML $MMM

$1.3B

137 positions

#10Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$378M

224 positions

#11TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$IAU $FTNT $MMM

$1.2B

283 positions

#12Cooke Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$IAU $MDY $ASML

$122M

39 positions

#13Vision Capital Management, Inc.Active

Some overlap · 3 shared positions

$IAU $SHW $QCOM

$876M

156 positions

#14ONE Advisory Partners, LLCActive

Some overlap · 3 shared positions

$IAU $QCOM $LMT

$367M

68 positions

#15Beacon Bridge Wealth Partners, LLCActive

Some overlap · 3 shared positions

$351M

105 positions

#16Towerpoint Wealth, LLCActive

Some overlap · 3 shared positions

$IAU $QCOM $SHW

$289M

115 positions

#17Wills Financial Group LLCPassive

Some overlap · 3 shared positions

$275M

82 positions

#18JMAC ENTERPRISES LLCActive

Some overlap · 3 shared positions

$IAU $QCOM $LMT

$593M

122 positions

#19Pacific Point Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $MDY $ASML

$219M

129 positions

#20Narwhal Capital ManagementActive

Some overlap · 3 shared positions

$IAU $QCOM $LMT

$1.4B

157 positions

#21Alpha Zero LLCActive

Some overlap · 3 shared positions

$IAU $FTNT $ASML

$264M

107 positions

#22Firestone Capital ManagementActive

Some overlap · 3 shared positions

$537M

168 positions

#23PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money

Some overlap · 3 shared positions

$1.7B

240 positions

#24SEEDS INVESTOR LLCPassive

Some overlap · 3 shared positions

$IAU $MDY $ASML

$973M

379 positions

#25Braun-Bostich & Associates Inc.Passive

Some overlap · 4 shared positions

$IAU $QCOM $ASML $TT

$179M

135 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.