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 GSG Advisors

13F Portfolio OverlapQ1 2026GSG Advisors portfolio →

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Most similar hedge funds by 13F overlap

GSG Advisors LLC is an institutional investor managing $385M across 137 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 GSG Advisors are Juno Financial Group, White Lighthouse Investment, Reality Financial Planning Services,, with shared positions in $KKR, $BRZE, $HUM, $PANW, $DHR, $ETN. The full ranking of 25 similar funds is below.

#1Juno Financial Group LLCActive

Notable overlap · 6 shared positions

$KKR $BRZE $HUM $PANW $DHR $ETN

$255M

70 positions

#2White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$KKR $BRZE $HUM $DHR $MKL $DDOG

$721M

145 positions

#3Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$KKR $BRZE $HUM $WT

$104M

20 positions

#4HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$KKR $BRZE $HUM $WT $DHR $MKL

$238M

142 positions

#5Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$KKR $BRZE $HUM $DDOG

$341M

64 positions

#6Catalyst Investment Management LLCPassive

Notable overlap · 6 shared positions

$KKR $HUM $MS $WT $DHR $MKL

$90M

65 positions

#7truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$KKR $HUM $MS $WT

$97M

49 positions

#8Piedmont Capital Management, LLCActive

Notable overlap · 3 shared positions

$KKR $APP $HUM

$197M

50 positions

#9Investment Advisory Group, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $BRZE $MS

$393M

194 positions

#10Forum Private Client Group LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $DDOG $DHR

$300M

80 positions

#11Financially in Tune, LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $WT $MKL

$116M

77 positions

#12Western Pacific Wealth Management, LPActive

Notable overlap · 4 shared positions

$KKR $HUM $BRZE $PANW

$98M

197 positions

#13Arlington Trust Co LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $DHR $BRZE

$1.1B

844 positions

#14MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MS

$557M

185 positions

#15DAGCO, INC.Passive

Notable overlap · 5 shared positions

$KKR $HUM $MS $ETN $DHR

$461M

353 positions

#16Ariston Services GroupActive

Notable overlap · 3 shared positions

$KKR $HUM $DDOG

$167M

71 positions

#17Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$KKR $MS $HUM $DDOG

$453M

103 positions

#18Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$KKR $WT $BRZE $HUM

$236M

81 positions

#19HCR Wealth AdvisorsActive

Notable overlap · 4 shared positions

$KKR $PANW $MS $ETN

$964M

241 positions

#20Charter Capital Management, LLC\DESmart money

Notable overlap · 3 shared positions

$KKR $HUM $MS

$200M

70 positions

#21Martel Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$KKR $HUM $MKL

$587M

73 positions

#22SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $MKL

$272M

554 positions

#23Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $WT

$116M

80 positions

#24Gross & Hartman Investments LLCSmart money

Notable overlap · 3 shared positions

$KKR $MS $MKL

$192M

72 positions

#25VSM Wealth Advisory, LLCPassive

Notable overlap · 5 shared positions

$KKR $DDOG $HUM $MKL $ETN

$335M

505 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.