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Hedge Funds Similar to GLOBALT Investments / GA

13F Portfolio OverlapQ1 2026GLOBALT Investments / GA portfolio →
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Most similar hedge funds by 13F overlap

GLOBALT Investments LLC / GA is an institutional investor managing $2.8B across 202 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 GLOBALT Investments / GA are Fortis Advisors,, Ballast Financial Advisors, Syverson Strege &, with shared positions in $HUM, $USB, $GLW, $MS, $C, $SO. The full ranking of 25 similar funds is below.

#1Fortis Advisors, LLCPassive
Some overlap · 6 shared positions
$HUM$USB$GLW$MS$C$SO
$200M
119 positions
#2Ballast Financial Advisors LLCActive
Some overlap · 5 shared positions
$HUM$USB$TJX$BAC$MS
$98M
68 positions
#3Syverson Strege & CoActive
Some overlap · 8 shared positions
$HUM$USB$BAC$T$WFC$MU
$416M
169 positions
#4HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 7 shared positions
$USB$HUM$TJX$DUK$KO$EMR
$280M
107 positions
#5DMKC Advisory Services, LLCPassive
Some overlap · 5 shared positions
$HUM$USB$BAC$WFC$C
$240M
84 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 10 shared positions
$USB$BAC$AMGN$MS$T$WFC
$1.4B
56 positions
#7RATIONAL ADVISORS, INC.Active
Some overlap · 5 shared positions
$HUM$USB$BAC$WFC$SO
$980M
179 positions
#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$HUM$USB$DUK$SO$BAC$ADI
$350M
95 positions
#9Capstone Wealth Management Group LLCPassive
Some overlap · 5 shared positions
$USB$HUM$SLV$GLW$VZ
$163M
123 positions
#10Integras Partners LLCPassive
Some overlap · 7 shared positions
$USB$HUM$AMGN$KO$GILD$MS
$152M
69 positions
#11Abbot Financial Management, Inc.Passive
Some overlap · 6 shared positions
$HUM$USB$GLW$BAC$MS$EMR
$239M
138 positions
#12Prospect Financial Services LLCPassive
Some overlap · 4 shared positions
$HUM$USB$SLV$VZ
$164M
104 positions
#13Crews Bank & TrustPassive
Some overlap · 4 shared positions
$HUM$USB$GLW$MS
$690M
673 positions
#14Miller Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$HUM$USB$TJX$ENB
$208M
262 positions
#15Ranch Capital Advisors Inc.Passive
Some overlap · 9 shared positions
$HUM$AMGN$MS$T$DUK$C
$277M
154 positions
#16Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$HUM$USB$GLW$AMGN
$515M
178 positions
#17Kentucky Trust CoPassive
Some overlap · 9 shared positions
$USB$GLW$AMGN$T$ENB$DUK
$191M
311 positions
#18McGlone Suttner Wealth Management, Inc.Active
Some overlap · 4 shared positions
$HUM$USB$BAC$KO
$755M
189 positions
#19Robertson Stephens Wealth Management, LLCActive
Some overlap · 4 shared positions
$HUM$USB$MS$BAC
$3.6B
615 positions
#20Strategic Financial Concepts, LLCPassive
Some overlap · 4 shared positions
$HUM$USB$MS$MU
$405M
298 positions
#21Hofer & Associates. IncActive
Some overlap · 5 shared positions
$HUM$USB$AMGN$GILD$BAC
$186M
64 positions
#22Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$HUM$USB$MS$KO
$109M
1,311 positions
#23Buska Wealth Management, LLCActive
Some overlap · 5 shared positions
$HUM$USB$WM$T$KO
$249M
74 positions
#24Oakmont Advisory Group, LLCPassive
Some overlap · 4 shared positions
$HUM$USB$MS$GILD
$98M
119 positions
#25Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$HUM$USB$ADI$TJX
$420M
120 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.