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Hedge Funds Similar to Global Assets Advisory,

13F Portfolio OverlapQ1 2026Global Assets Advisory, portfolio →
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Most similar hedge funds by 13F overlap

Global Assets Advisory, LLC is an institutional investor managing $349M across 477 U.S. equity positions as of Q1 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 London & Asset Ltd, IFS Group,, Parisi Gray Wealth, with shared positions in $EXP, $GE, $IBM, $UNH, $GEV, $AMD. The full ranking of 25 similar funds is below.

#1London & Capital Asset Management LtdActive
Some overlap · 7 shared positions
$EXP$GE$IBM$UNH$GEV$AMD
$9.2B
223 positions
#2IFS Group,LLCPassive
Some overlap · 6 shared positions
$FHI$PLTR$GE$BA$GEV$AMD
$112M
144 positions
#3Parisi Gray Wealth ManagementPassive
Some overlap · 6 shared positions
$WT$PLTR$GEV$IBM$AMD$GE
$420M
137 positions
#4FULCRUM WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$SGOL$WT$GE$IBM$BA
$121M
72 positions
#5REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$FHI$WT$GE$BA
$697M
218 positions
#6NCP Inc.Active
Some overlap · 7 shared positions
$PLTR$GE$UNH$BA$GEV$IBM
$60M
76 positions
#7Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$GE$IBM$UNH$BA$GEV$VZ
$78M
111 positions
#8Next Level Private LLCPassive
Some overlap · 5 shared positions
$WT$GE$IBM$BA$GEV
$443M
175 positions
#9INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive
Some overlap · 5 shared positions
$FIS$GE$IBM$GEV$AMD
$244M
182 positions
#10Whalen Wealth Management Inc.Passive
Some overlap · 5 shared positions
$WT$PLTR$UNH$GEV$AMD
$187M
174 positions
#11Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 5 shared positions
$WT$FIS$GEV$AMD$VZ
$337M
193 positions
#12CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$PLTR$GE$IBM$UNH$GEV
$1.3B
118 positions
#13Safeguard Investment Advisory Group, LLCActive
Some overlap · 7 shared positions
$WT$PLTR$UNH$AMD$SGOL$BA
$362M
143 positions
#14Triton Financial Group IncPassive
Some overlap · 5 shared positions
$WT$PLTR$BA$GEV$SGOL
$57M
62 positions
#15Newbridge Financial Services Group, Inc.Passive
Some overlap · 5 shared positions
$PLTR$GE$IBM$GEV$AMD
$608M
1,182 positions
#16Lauer Wealth, LLCActive
Some overlap · 5 shared positions
$WT$PLTR$UNH$AMD$VZ
$126M
67 positions
#17Arta Finance Wealth Management LLCPassive
Some overlap · 4 shared positions
$WT$SGOL$PLTR$AMD
$202M
95 positions
#18Armstrong, Fleming & Moore, IncActive
Some overlap · 5 shared positions
$PLTR$GE$IBM$GEV$VZ
$236M
108 positions
#19Almanack Investment Partners, LLC.Active
Some overlap · 5 shared positions
$SGOL$WT$VZ$PLTR$AMD
$592M
177 positions
#20Investment Partners Asset Management, Inc.Passive
Some overlap · 4 shared positions
$SGOL$WT$IBM$VZ
$162M
163 positions
#21Henson-Edgewater Management, LLCPassive
Some overlap · 6 shared positions
$PLTR$BA$GE$AMD$VZ$GEV
$157M
66 positions
#22JENNISON ASSOCIATES LLCActive
Some overlap · 5 shared positions
$PLTR$GE$BA$GEV$AMD
$145.4B
562 positions
#23CFO CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PLTR$WT$IBM$AMD$VZ
$121M
104 positions
#24Morse Asset Management, IncPassive
Some overlap · 5 shared positions
$GE$UNH$BA$GEV$AMD
$481M
403 positions
#25Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$WT$GE$UNH$BA
$154M
64 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.