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Hedge Funds Similar to Global Assets Advisory

13F Portfolio OverlapQ2 2026Global Assets Advisory portfolio →
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Most similar hedge funds by 13F overlap

Global Assets Advisory, LLC is an institutional investor managing $458M across 322 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 Assets Advisory are PACIFIC HEIGHTS ASSET, WILLNER & HELLER, Blue Line , / IL, with shared positions in $PLTR, $STT, $APP, $AMGN, $OUNZ, $SGOL. The full ranking of 25 similar funds is below.

#1PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$PLTR$STT$APP$AMGN
$3.2B
77 positions
#2WILLNER & HELLER, LLCPassive
Slight overlap · 4 shared positions
$PLTR$STT$APP$AMGN
$160M
165 positions
#3Blue Line Capital, LLC / ILPassive
Slight overlap · 4 shared positions
$PLTR$APP$OUNZ$AMGN
$120M
92 positions
#4Towneley Capital Management, Inc / DESmart money
Slight overlap · 3 shared positions
$SGOL$STT$GLTR
$505M
45 positions
#5Newman Dignan & Sheerar, Inc.Passive
Slight overlap · 3 shared positions
$SGOL$STT$AMGN
$525M
180 positions
#6ETF Store, Inc.Active
Slight overlap · 3 shared positions
$SGOL$PLTR$AMGN
$122M
109 positions
#7MATAURO, LLCActive
Slight overlap · 4 shared positions
$STT$SGOL$OUNZ$PLTR
$756M
158 positions
#8Fedenia Advisers LLCActive
Slight overlap · 3 shared positions
$SGOL$STT$PLTR
$425M
121 positions
#9Centurion Wealth Management LLCPassive
Slight overlap · 3 shared positions
$SGOL$GLTR$AMGN
$415M
281 positions
#10Graetz Wealth LLCActive
Slight overlap · 3 shared positions
$PLTR$STT$APP
$127M
84 positions
#11Aspect Partners, LLCActive
Slight overlap · 4 shared positions
$SGOL$STT$AMGN$PLTR
$264M
681 positions
#12WCG Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$PLTR$STT$APP
$4.2B
555 positions
#13NTV ASSET MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$PLTR$STT$AMGN
$1.1B
331 positions
#14Atlas Private Wealth AdvisorsActive
Slight overlap · 3 shared positions
$PLTR$STT$AMGN
$462M
149 positions
#15Norris Financial Group, LLCPassive
Slight overlap · 3 shared positions
$SGOL$STT$PLTR
$251M
82 positions
#16Wealth Alliance Advisory Group, LLCPassive
Slight overlap · 3 shared positions
$SGOL$PLTR$AMGN
$712M
204 positions
#17Osbon Capital Management LLCActive
Slight overlap · 3 shared positions
$SGOL$AMGN$PLTR
$127M
427 positions
#18IBEX WEALTH ADVISORSPassive
Slight overlap · 3 shared positions
$PLTR$APP$AMGN
$1.3B
209 positions
#19Independent Solutions Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PLTR$APP$AMGN
$766M
194 positions
#20Garden State Investment Advisory Services LLCPassive
Slight overlap · 3 shared positions
$PLTR$STT$APP
$553M
365 positions
#21Trilogy Capital Inc.Passive
Slight overlap · 3 shared positions
$PLTR$STT$APP
$2.6B
409 positions
#22Harvest Fund Management Co., LtdPassive
Slight overlap · 3 shared positions
$PLTR$SGOL$AMGN
$3.0B
455 positions
#23Bay Rivers GroupPassive
Slight overlap · 3 shared positions
$PLTR$APP$AMGN
$293M
126 positions
#24Walkner Condon Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$STT$GLTR$OUNZ
$871M
344 positions
#25Mosley Wealth ManagementPassive
Slight overlap · 3 shared positions
$STT$PLTR$AMGN
$343M
806 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.