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Hedge Funds Similar to GGM Financials

13F Portfolio OverlapQ1 2026GGM Financials portfolio →
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Most similar hedge funds by 13F overlap

GGM Financials LLC is an institutional investor managing $217M across 236 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 GGM Financials are Stonebridge Financial Group,, Smart Money Group, Stokes Advisors,, with shared positions in $TXN, $WT, $MCD, $VRT, $LMT, $AZO. The full ranking of 25 similar funds is below.

#1Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$TXN$WT$MCD$VRT
$1.2B
262 positions
#2Smart Money Group LLCSmart money
Some overlap · 4 shared positions
$TXN$WT$LMT$AZO
$344M
84 positions
#3Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$TXN$ABT$LMT$MCD$HON$HUM
$446M
104 positions
#4Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$TXN$WT$MCD$PLTR
$215M
74 positions
#5Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$TXN$WT$VRT
$477M
70 positions
#6IAM Advisory, LLCActive
Some overlap · 6 shared positions
$WT$TXN$LMT$VRT$HON$PLTR
$446M
95 positions
#7MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$TXN$FDX$LMT$AEP
$1.1B
105 positions
#8Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$TXN$ABT$MCD$HON
$98M
50 positions
#9Willis Investment CounselActive
Some overlap · 4 shared positions
$TXN$LMT$MCD$AEP
$1.8B
123 positions
#10Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$TXN$FDX$MCD
$267M
33 positions
#11WCG Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$TXN$WT$PLTR
$3.6B
519 positions
#12WIN ADVISORS, INCPassive
Some overlap · 5 shared positions
$WT$FDX$LMT$VRT$AEP
$219M
78 positions
#13CAMBIAR INVESTORS LLCActive
Some overlap · 3 shared positions
$TXN$FDX$HON
$2.2B
145 positions
#14CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$TXN$LMT$PLTR$BAH
$157M
130 positions
#15Clarity Wealth Development LLCSmart money
Some overlap · 4 shared positions
$TXN$LMT$HON$HUM
$123M
44 positions
#16Maple Capital Management, Inc.Active
Some overlap · 3 shared positions
$TXN$ABT$HON
$1.5B
119 positions
#17EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$TXN$FDX$ABT$LMT
$1.4B
56 positions
#18Redwood Family Wealth LLCPassive
Some overlap · 6 shared positions
$WT$TXN$LMT$VRT$HUM$PLTR
$102M
102 positions
#19TD Capital Management LLCActive
Some overlap · 5 shared positions
$WT$TXN$HUM$AZO$FDX
$1.1B
853 positions
#20UNITED BANKActive
Some overlap · 5 shared positions
$TXN$ABT$LMT$MCD$HON
$781M
121 positions
#21Duncan Williams Asset Management, LLCActive
Some overlap · 5 shared positions
$WT$FDX$TXN$HUM$AZO
$361M
154 positions
#22MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$WT$FDX$ABT$LMT
$240M
234 positions
#23Welch Group, LLCPassive
Some overlap · 4 shared positions
$TXN$LMT$MCD$AEP
$2.7B
310 positions
#24Nikulski Financial, Inc.Passive
Some overlap · 5 shared positions
$WT$LMT$MCD$HUM$PLTR
$405M
175 positions
#25ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 3 shared positions
$TXN$MCD$HON
$1.7B
86 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.