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Hedge Funds Similar to GDS Wealth

13F Portfolio OverlapQ2 2026GDS Wealth portfolio →
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Most similar hedge funds by 13F overlap

GDS Wealth Management is an institutional investor managing $2.1B across 232 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 GDS Wealth are Invera Wealth Advisors, WealthShield Partners, CARDEROCK, with shared positions in $TT, $TJX, $ALL, $NXPI, $IQV, $CMG. The full ranking of 25 similar funds is below.

#1Invera Wealth Advisors, LLCPassive
Notable overlap · 10 shared positions
$TT$TJX$ALL$NXPI$IQV$CMG
$186M
132 positions
#2WealthShield Partners, LLCPassive
Notable overlap · 8 shared positions
$TT$CRWD$HPE$TJX$APH$NXPI
$654M
379 positions
#3CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$CDNS$MPWR$APH$FTNT$IR$TJX
$456M
67 positions
#4NZS Capital, LLCActive
Notable overlap · 6 shared positions
$TT$CDNS$APH$IR$CRWD$MPWR
$3.9B
61 positions
#5Renaissance Investment Group LLCPassive
Notable overlap · 5 shared positions
$TT$CRWD$NXPI$TJX$APH
$508M
84 positions
#6Avalon Global Asset Management LLCActive
Notable overlap · 5 shared positions
$SNPS$MPWR$CRWD$ADI$CDNS
$917M
38 positions
#7Smith Group Asset Management, LLCActive
Notable overlap · 5 shared positions
$CDNS$AXP$TJX$ADI$DXCM
$2.5B
166 positions
#8MERIDIAN MANAGEMENT COActive
Notable overlap · 6 shared positions
$CDNS$CRM$FTNT$CRWD$IQV$SNPS
$446M
84 positions
#9ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$APH$CDNS$SNPS$ADI$TJX
$74.1B
109 positions
#10Birch Hill Investment Advisors LLCActive
Some overlap · 5 shared positions
$APH$EW$TJX$ADI$TT
$2.5B
211 positions
#11Aspire Private Capital, LLCPassive
Some overlap · 6 shared positions
$APH$IQV$ADI$TT$ALL$AXP
$484M
175 positions
#12Bank OZKPassive
Some overlap · 5 shared positions
$TT$TJX$FTNT$AXP$TOL
$337M
159 positions
#13Worthington Financial Partners, LLCPassive
Some overlap · 4 shared positions
$CDNS$MPWR$APH$SNPS
$121M
99 positions
#142Xideas AGActive
Some overlap · 5 shared positions
$EW$FTNT$IQV$DXCM$AXP
$232M
48 positions
#15PARK NATIONAL CORP /OH/Passive
Some overlap · 5 shared positions
$CDNS$ADI$TJX$MPWR$CRM
$3.6B
363 positions
#16Eos Management, L.P.Active
Some overlap · 4 shared positions
$SNPS$CDNS$APH$CRWD
$252M
35 positions
#17Sustainable Growth Advisers, LPActive
Some overlap · 4 shared positions
$SNPS$AXP$CRM$CMG
$10.2B
47 positions
#18ROSENBLUM SILVERMAN SUTTON S F INC /CAPassive
Some overlap · 5 shared positions
$APH$SNPS$CRM$IQV$TJX
$416M
80 positions
#19Fulcrum Capital LLCActive
Some overlap · 5 shared positions
$TT$EW$FTNT$APH$DXCM
$493M
103 positions
#20Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$TJX$ADI$FTNT$SNPS$TT
$345M
576 positions
#21Analog Century Management LPActive
Some overlap · 3 shared positions
$HPE$APH$ADI
$2.7B
25 positions
#22Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$CDNS$CRWD$ADI$FTNT
$181M
73 positions
#23DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$SNPS$EW$CRM$FTNT
$124M
100 positions
#24Dundas Partners LLPActive
Some overlap · 4 shared positions
$APH$AXP$ADI$CRM
$1.4B
31 positions
#25Marion Wealth ManagementPassive
Some overlap · 4 shared positions
$SNPS$CRM$TJX$ADI
$491M
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.