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 GC Wealth RIA

13F Portfolio OverlapQ2 2026GC Wealth RIA portfolio →

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Most similar hedge funds by 13F overlap

GC Wealth Management RIA, LLC is an institutional investor managing $1.7B across 483 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 GC Wealth RIA are Investment Services of America, Evansbrook, Renasant Bank, with shared positions in $IOT, $PWR, $NOW, $TJX, $SNOW, $PH. The full ranking of 25 similar funds is below.

#1Capital Investment Services of America, Inc.Active

Some overlap · 5 shared positions

$IOT $PWR $NOW $TJX $SNOW

$1.0B

83 positions

#2Evansbrook LLCActive

Some overlap · 8 shared positions

$PH $TJX $CRWD $TXN $ETN $ANET

$171M

126 positions

#3Renasant BankPassive

Some overlap · 6 shared positions

$PWR $CRM $NOW $TXN $ETN $ANET

$156M

141 positions

#4Nikko Asset Management Americas, Inc.Passive

Some overlap · 3 shared positions

$TEM $DASH $CRWD

$7.7B

276 positions

#5Sand Hill Global Advisors, LLCActive

Some overlap · 6 shared positions

$PWR $PH $TJX $DASH $ETN $SNOW

$3.3B

214 positions

#6ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 6 shared positions

$PWR $TJX $DASH $ANET $ADI $SNOW

$129M

106 positions

#7CATALYST PRIVATE WEALTH, LLCActive

Some overlap · 5 shared positions

$IOT $DASH $CRM $ANET $SNOW

$239M

106 positions

#8Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Some overlap · 6 shared positions

$CRM $NOW $CRWD $TXN $ADI $SNOW

$249M

151 positions

#9Forefront Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$CRM $NOW $CRWD $ETN $ANET $SNOW

$323M

177 positions

#10RED REEF ADVISORS LLCPassive

Some overlap · 6 shared positions

$CRM $NOW $CRWD $ETN $ANET $COF

$108M

183 positions

#11PARK NATIONAL CORP /OH/Passive

Some overlap · 5 shared positions

$PWR $CRM $TJX $ANET $ADI

$3.7B

314 positions

#12Employees Provident Fund BoardActive

Some overlap · 5 shared positions

$PWR $NOW $CRM $CRWD $ANET

$17.4B

68 positions

#13Ponta Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$PH $TJX $NOW $CRWD $ETN $ANET

$187M

199 positions

#14Avalon Global Asset Management LLCActive

Some overlap · 6 shared positions

$NOW $PH $CRWD $ETN $ADI $SNOW

$917M

38 positions

#15Capital Impact Advisors, LLCActive

Some overlap · 3 shared positions

$TEM $DASH $ANET

$1.8B

29 positions

#16BLB&B Advisors, LLCActive

Some overlap · 5 shared positions

$PWR $CRM $TJX $ANET $COF

$2.7B

286 positions

#17Dynamic Wealth Strategies, LLCActive

Some overlap · 6 shared positions

$NOW $CRM $TXN $ANET $ADI $COF

$188M

298 positions

#18BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$PWR $NOW $TJX $ETN $ANET

$436M

104 positions

#19Teamwork Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$PWR $NOW $TJX $ETN $ANET

$908M

182 positions

#20NIXON PEABODY TRUST COActive

Some overlap · 5 shared positions

$PWR $NOW $TJX $ETN $ANET

$1.5B

191 positions

#21Vivid Wealth Management, LLCPassive

Some overlap · 5 shared positions

$PWR $NOW $TJX $ETN $ANET

$280M

73 positions

#22Sun Financial IncPassive

Some overlap · 5 shared positions

$PWR $NOW $TJX $ETN $ANET

$212M

161 positions

#23Night Squared LPPassive

Some overlap · 6 shared positions

$PH $DASH $TXN $ETN $ANET $ADI

$930M

69 positions

#24CMH Wealth Management LLCPassive

Some overlap · 5 shared positions

$CRM $NOW $TJX $ETN $SNOW

$664M

112 positions

#25BOSTON FAMILY OFFICE LLCPassive

Some overlap · 5 shared positions

$NOW $PH $TJX $CRM $ETN

$1.6B

314 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.