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 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 Global Wealth ,, Ariston Services Group, Accretive Wealth Partners,, with shared positions in $HUM, $IAU, $MDLZ, $TMO, $SNOW, $KO. The full ranking of 25 similar funds is below.

#1Global Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $IAU $MDLZ

$183M

44 positions

#2Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $IAU $TMO $SNOW

$167M

71 positions

#3Accretive Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$HUM $IAU $KO

$356M

180 positions

#4Bigelow Investment Advisors, LLCPassive

Notable overlap · 3 shared positions

$HUM $IAU $SNOW

$250M

153 positions

#5EHRLICH FINANCIAL GROUPPassive

Some overlap · 4 shared positions

$HUM $IAU $MDLZ $SNOW

$174M

112 positions

#6Madson Wealth Advisors IncPassive

Some overlap · 4 shared positions

$HUM $IAU $MDLZ $KO

$120M

84 positions

#7Firestone Capital ManagementPassive

Some overlap · 3 shared positions

$HUM $IAU $KO

$480M

160 positions

#8Stokes Family Office, LLCPassive

Some overlap · 3 shared positions

$HUM $IAU $MDLZ

$969M

276 positions

#9Blossom Wealth ManagementPassive

Some overlap · 5 shared positions

$HUM $IAU $IBM $SNOW $KO

$67M

74 positions

#10Roof Eidam Maycock Peralta, LLCActive

Some overlap · 3 shared positions

$HUM $MDLZ $SHW

$436M

125 positions

#11Wolfstich Capital, LLCActive

Some overlap · 4 shared positions

$HUM $MDLZ $IBM $KO

$114M

45 positions

#12Helen Stephens Group, LLCActive

Some overlap · 4 shared positions

$HUM $IAU $LMT $SNOW

$501M

124 positions

#13Plotkin Financial Advisors, LLCActive

Some overlap · 4 shared positions

$HUM $SHW $IBM $KO

$199M

100 positions

#14Diversified Enterprises, LLCActive

Some overlap · 4 shared positions

$HUM $SHW $LMT $SNOW

$1.8B

413 positions

#15Centennial Advisors, LLCPassive

Some overlap · 3 shared positions

$HUM $SHW $IBM

$79M

83 positions

#16Howard Capital Management Inc.Active

Some overlap · 3 shared positions

$HUM $SHW $TMO

$6.1B

332 positions

#17Strategic Financial Concepts, LLCPassive

Some overlap · 3 shared positions

$HUM $IAU $SHW

$405M

298 positions

#18SIGNATUREFD, LLCActive

Some overlap · 3 shared positions

$HUM $MDLZ $KO

$6.5B

3,465 positions

#19Aberdeen Wealth Management LLCActive

Some overlap · 3 shared positions

$HUM $IAU $KO

$219M

179 positions

#20CPA Asset Management LLCActive

Some overlap · 3 shared positions

$IAU $HUM $MDLZ

$298M

99 positions

#21Interactive Financial AdvisorsActive

Some overlap · 3 shared positions

$HUM $IAU $SHW

$153M

78 positions

#22Mid-American Wealth Advisory Group, Inc.Active

Some overlap · 3 shared positions

$HUM $IAU $KO

$237M

55 positions

#23Excelsior Advisor Network LLCPassive

Some overlap · 6 shared positions

$IAU $HUM $MDLZ $IBM $LMT $SNOW

$263M

226 positions

#24Opus Financial Solutions LLCPassive

Some overlap · 3 shared positions

$HUM $IAU $SNOW

$106M

103 positions

#25ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 4 shared positions

$HUM $SHW $SNOW $KO

$753M

159 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.