What hedge funds are most similar to Garden State Investment Advisory Services LLC?

The funds with the most similar 13F portfolios to Garden State Investment Advisory Services LLC are Mascagni Wealth ,, Newbridge Financial Services Group,, DAHRING {-} CUSMANO, based on overlapping conviction holdings in the latest SEC filings.

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 Garden State Investment Advisory Services

13F Portfolio OverlapQ1 2026Garden State Investment Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

Garden State Investment Advisory Services LLC is an institutional investor managing $455M across 339 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 Garden State Investment Advisory Services are Mascagni Wealth ,, Newbridge Financial Services Group,, DAHRING {-} CUSMANO, with shared positions in $BAH, $PLTR, $HUM, $SHW, $AMD, $DHR. The full ranking of 25 similar funds is below.

#1Mascagni Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$BAH $PLTR $HUM $SHW

$140M

127 positions

#2Newbridge Financial Services Group, Inc.Passive

Some overlap · 7 shared positions

$PLTR $SHW $AMD $DHR $TMO $UBER

$608M

1,182 positions

#3DAHRING {-} CUSMANO LLCActive

Some overlap · 5 shared positions

$BAH $HUM $PLTR $NTRB $JHG

$163M

58 positions

#4Hartmann Taylor Wealth Management, LLCActive

Some overlap · 3 shared positions

$BAH $HUM $PLTR

$151M

54 positions

#5NORTHSTAR ASSET MANAGEMENT CoActive

Some overlap · 5 shared positions

$HUM $DHR $TMO $SHW $AMD

$445M

138 positions

#6Greenline Wealth Management LLCPassive

Some overlap · 4 shared positions

$BAH $PLTR $AMD $MU

$87M

94 positions

#7National Wealth Management Group, LLCPassive

Some overlap · 5 shared positions

$BAH $PLTR $HUM $MU $REGN

$269M

215 positions

#8CORA CAPITAL ADVISORS LLCActive

Some overlap · 5 shared positions

$BAH $HUM $AMD $REGN $JHG

$302M

134 positions

#9Kaizen Financial StrategiesPassive

Some overlap · 5 shared positions

$HUM $TMO $SHW $AMD $PLTR

$236M

174 positions

#10CHIRON CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$HUM $SHW $DHR $AMD $TMO $GILD

$98M

117 positions

#11RHL GROUP, LLCActive

Some overlap · 3 shared positions

$BAH $PLTR $SHW

$117M

240 positions

#12Owen LaRue, LLCPassive

Some overlap · 7 shared positions

$PLTR $TMO $NTRB $SHW $REGN $GRWG

$261M

128 positions

#13Evergreen Wealth Solutions, LLCPassive

Some overlap · 4 shared positions

$BAH $HUM $NTRB $JHG

$1.4B

406 positions

#14ProCore Advisors, LLCActive

Some overlap · 5 shared positions

$BAH $AMD $TMO $UBER $MU

$65M

73 positions

#15Capital Advantage, Inc.Active

Some overlap · 3 shared positions

$BAH $HUM $AMD

$765M

145 positions

#16Bay Rivers GroupPassive

Some overlap · 4 shared positions

$PLTR $HUM $SHW $AMD

$240M

109 positions

#17Onyx Bridge Wealth Group LLCPassive

Some overlap · 4 shared positions

$BAH $HUM $PLTR $REGN

$930M

373 positions

#18GLENVIEW CAPITAL MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$HUM $TMO $AMD $DHR $UBER

$4.0B

44 positions

#19Merited Wealth, LLCPassive

Some overlap · 4 shared positions

$BAH $SHW $NTRB $MU

$121M

79 positions

#20SPIREPOINT PRIVATE CLIENT, LLCPassive

Some overlap · 5 shared positions

$PLTR $HUM $TMO $UBER $GILD

$1.1B

322 positions

#21Global X Japan Co., Ltd.Active

Some overlap · 5 shared positions

$PLTR $DHR $AMD $GILD $MU

$1.9B

378 positions

#22KERR FINANCIAL PLANNING CorpPassive

Some overlap · 6 shared positions

$PLTR $SHW $AMD $MU $REGN $GRWG

$90M

545 positions

#23Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 6 shared positions

$PLTR $SHW $BAH $MU $JHG $NTRB

$144M

387 positions

#24ATWOOD & PALMER INCPassive

Some overlap · 6 shared positions

$PLTR $TMO $UBER $GILD $JHG $REGN

$1.8B

531 positions

#25Harvest Portfolios Group Inc.Active

Some overlap · 5 shared positions

$PLTR $AMD $DHR $TMO $REGN

$6.1B

260 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.