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Hedge Funds Similar to Glass Wealth

13F Portfolio OverlapQ2 2026Glass Wealth portfolio →
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Most similar hedge funds by 13F overlap

Glass Wealth Management Co LLC is an institutional investor managing $299M across 69 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 Glass Wealth are Tamar Securities, Greenfield Seitz, Canal Insurance, with shared positions in $ASML, $FCX, $NEM, $LMT, $TXN, $B. The full ranking of 25 similar funds is below.

#1Tamar Securities, LLCActive
Notable overlap · 5 shared positions
$ASML$FCX$NEM$LMT$TXN
$1.1B
98 positions
#2Greenfield Seitz Capital Management, LLCPassive
Notable overlap · 7 shared positions
$B$CFR$ASML$TXN$ETN$NEM
$336M
107 positions
#3Canal Insurance COActive
Notable overlap · 7 shared positions
$FCX$LMT$PSX$NOC$LHX$PFE
$426M
73 positions
#4Martin Capital Partners, LLCPassive
Notable overlap · 6 shared positions
$ASML$CFR$PSX$TXN$PFE$GD
$279M
73 positions
#5Eldred Rock Partners, LLCActive
Notable overlap · 6 shared positions
$ASML$PSX$TXN$SHEL$EMR$NVS
$451M
29 positions
#6Myriad Asset Management US LPActive
Notable overlap · 4 shared positions
$FCX$ASML$MS$ETN
$72M
52 positions
#7Myriad Asset Management Advisors LLCActive
Notable overlap · 4 shared positions
$FCX$ASML$MS$ETN
$424M
49 positions
#8FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 6 shared positions
$NEM$B$FCX$PSX$PFE$SNY
$939M
56 positions
#9Alliance Private Wealth, LLCActive
Notable overlap · 5 shared positions
$B$NEM$MS$TFC$PFE
$269M
85 positions
#10Catherine Avery Investment Management LLCPassive
Notable overlap · 5 shared positions
$FCX$LHX$PSX$TFC$PFE
$116M
172 positions
#11VectorGlobal IAG, Inc.
Notable overlap · 3 shared positions
$ASML$B$NEM
$385M
134 positions
#12Royal Palms Capital LLCPassive
Notable overlap · 4 shared positions
$NEM$FCX$TXN$B
$113M
55 positions
#13Regal Partners LtdActive
Notable overlap · 4 shared positions
$NEM$FCX$TFC$SNY
$1.8B
122 positions
#14Fisher Asset Management, LLCActive
Some overlap · 5 shared positions
$ASML$MS$FCX$PFE$NVS
$335.8B
1,037 positions
#15Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$ASML$MS$LMT$ETN$PSX
$856M
89 positions
#16VAN ECK ASSOCIATES CORPActive
Some overlap · 4 shared positions
$ASML$NEM$TXN$B
$164.1B
1,337 positions
#17Werlinich Asset Management, LLCActive
Some overlap · 6 shared positions
$LMT$MS$ASML$NOC$PFE$GD
$258M
57 positions
#18ELLERSON GROUP INC /ADVPassive
Some overlap · 5 shared positions
$ASML$PSX$LHX$PFE$NOC
$169M
64 positions
#19Focused Investors LLCActive
Some overlap · 4 shared positions
$MS$LHX$LMT$NOC
$3.0B
23 positions
#20ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$NEM$FCX$ETN
$2.3B
181 positions
#21INSIGHT 2811, INC.Active
Some overlap · 5 shared positions
$B$MS$LMT$NEM$SHEL
$259M
108 positions
#22NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$ASML$MS$SHEL$ETN$GD
$1.5B
191 positions
#23HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$NEM$MS$FCX$PFE
$488M
125 positions
#24Landmark Wealth Management, LLCActive
Some overlap · 6 shared positions
$FCX$LMT$TXN$SHEL$EMR$PFE
$418M
151 positions
#25ALLIANZ SEActive
Some overlap · 4 shared positions
$NEM$B$PFE$MS
$9.5B
519 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.