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Hedge Funds Similar to GGM Financials

13F Portfolio OverlapQ2 2026GGM Financials portfolio →
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Most similar hedge funds by 13F overlap

GGM Financials LLC is an institutional investor managing $264M across 265 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 GGM Financials are Vertrix Wealth, EDGAR LOMAX, HALL, with shared positions in $MCD, $LMT, $ABT, $DUK, $TJX, $WM. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$MCD$LMT$ABT$DUK$TJX$WM
$292M
99 positions
#2EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$FDX$LMT$ABT$DUK$USB$MS
$1.3B
58 positions
#3HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$MCD$ABT$LMT$DUK$TJX$WM
$321M
107 positions
#4LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$MCD$LMT$ABT$DUK$USB$TJX
$699M
128 positions
#5Focused Investors LLCActive
Some overlap · 5 shared positions
$FDX$MCD$LMT$TJX$MS
$3.0B
23 positions
#6BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 5 shared positions
$MCD$ABT$LMT$DUK$USB
$453M
121 positions
#7Titan Investment Management LLCActive
Some overlap · 5 shared positions
$VRT$LMT$AZO$PLTR$MS
$137M
40 positions
#8Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$MCD$LMT$DUK$TJX$WM$MS
$360M
73 positions
#9BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 5 shared positions
$MCD$LMT$FDX$DUK$ABT
$263M
90 positions
#10Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$MCD$LMT$DUK$AEP$USB
$214M
33 positions
#11Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$FDX$ABT$LMT$USB
$1.1B
112 positions
#12Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$MCD$LMT$DUK$AEP$WM
$199M
38 positions
#13Rydar Equities, Inc.Passive
Some overlap · 6 shared positions
$LMT$MCD$AZO$WM$PLTR$MS
$194M
440 positions
#14CONNING INC.Passive
Some overlap · 5 shared positions
$ABT$MCD$LMT$USB$MS
$3.3B
327 positions
#15CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$MCD$ABT$DUK$USB$TJX
$6.9B
64 positions
#16Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$MCD$LMT$DUK$USB$WM
$330M
128 positions
#17NEW SOUTH CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$VRT$FDX$AZO
$2.3B
48 positions
#18DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$FDX$ABT$LMT$USB
$530M
92 positions
#19Silverleafe Capital Partners, LLCActive
Some overlap · 5 shared positions
$FDX$AZO$VRT$PLTR$MCD
$351M
100 positions
#20OAK HARBOR WEALTH PARTNERS, LLCPassive
Some overlap · 4 shared positions
$FDX$MCD$ABT$DUK
$268M
225 positions
#21MainStreet Investment Advisors LLCActive
Some overlap · 5 shared positions
$MCD$LMT$AEP$USB$WM
$734M
166 positions
#22Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$FDX$MCD$DUK$TJX
$20.0B
154 positions
#23CULBERTSON A N & CO INCActive
Some overlap · 5 shared positions
$MCD$FDX$ABT$USB$MS
$861M
137 positions
#24Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$LMT$MCD$FDX$WM$MS
$142M
106 positions
#25Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$ABT$LMT$DUK$USB$MS
$161M
62 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.