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 GENTRY PRIVATE WEALTH,

13F Portfolio OverlapQ1 2026GENTRY PRIVATE WEALTH, portfolio →

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Most similar hedge funds by 13F overlap

GENTRY PRIVATE WEALTH, LLC is an institutional investor managing $166M across 91 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 GENTRY PRIVATE WEALTH, are GoalVest Advisory, Pinion Investment Advisors,, WESPAC Advisors,, with shared positions in $AAAU, $NEE, $BKR, $BAC, $T, $WMB. The full ranking of 25 similar funds is below.

#1GoalVest Advisory LLCActive

Some overlap · 9 shared positions

$AAAU $NEE $BKR $BAC $T $WMB

$512M

445 positions

#2Pinion Investment Advisors, LLCActive

Some overlap · 8 shared positions

$AAAU $NEE $WMB $T $OKE $MCD

$428M

181 positions

#3WESPAC Advisors, LLCPassive

Slight overlap · 4 shared positions

$AAAU $GE $T $OKE

$183M

178 positions

#4Buckley Wealth Management, LLCActive

Slight overlap · 7 shared positions

$NEE $BAC $T $WMB $VLO $OKE

$392M

103 positions

#5Wellspring Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$AAAU $BAC $NEE

$1.3B

278 positions

#6Generation Capital Management LLCPassive

Slight overlap · 3 shared positions

$AAAU $BAC $MCD

$137M

74 positions

#7Slocum, Gordon & Co LLPPassive

Slight overlap · 6 shared positions

$NEE $GE $T $WMB $MCD $LMT

$147M

64 positions

#8Cambridge Financial Group, Inc.Active

Slight overlap · 6 shared positions

$BAC $GE $WMB $VLO $OKE $MCD

$267M

33 positions

#9Nikulski Financial, Inc.Passive

Slight overlap · 3 shared positions

$AAAU $MCD $LMT

$405M

175 positions

#10Mills Wealth Advisors LLCActive

Slight overlap · 6 shared positions

$NEE $T $WMB $MCD $LMT $ALPS

$286M

80 positions

#11SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Slight overlap · 5 shared positions

$BKR $NEE $WMB $VLO $OKE

$507M

306 positions

#12Estabrook Capital ManagementPassive

Slight overlap · 5 shared positions

$NEE $BAC $GE $T $WMB

$685M

380 positions

#13CapWealth Advisors, LLCActive

Slight overlap · 5 shared positions

$NEE $BAC $GE $T $WMB

$1.3B

118 positions

#14Ipsen Advisor Group LLCPassive

Slight overlap · 3 shared positions

$AAAU $OKE $LMT

$143M

104 positions

#15NS Partners LtdActive

Slight overlap · 5 shared positions

$NEE $BAC $GE $T $MCD

$2.2B

71 positions

#16PLIMOTH TRUST CO LLCPassive

Slight overlap · 5 shared positions

$NEE $BAC $GE $T $MCD

$447M

173 positions

#17Severin Investments, LLCPassive

Slight overlap · 5 shared positions

$NEE $BAC $T $WMB $MCD

$116M

171 positions

#18MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Slight overlap · 5 shared positions

$NEE $BAC $T $VLO $MCD

$246M

145 positions

#19CULTIVAR CAPITAL, INC.Smart money

Slight overlap · 6 shared positions

$GE $WMB $OKE $VLO $T $NEE

$156M

46 positions

#20UniSuper Management Pty LtdActive

Slight overlap · 5 shared positions

$NEE $BAC $T $MCD $LMT

$15.3B

664 positions

#21Catherine Avery Investment Management LLCPassive

Slight overlap · 5 shared positions

$NEE $BAC $VLO $OKE $MCD

$223M

109 positions

#22FIRST FINANCIAL BANKSHARES INCActive

Slight overlap · 5 shared positions

$NEE $BAC $WMB $MCD $LMT

$5.0B

201 positions

#23Greenfield Savings BankPassive

Slight overlap · 5 shared positions

$NEE $BAC $VLO $MCD $LMT

$234M

143 positions

#24FOREFRONT WEALTH MANAGEMENT INC.

Slight overlap · 4 shared positions

$AAAU $OKE $MCD $LMT

$139M

71 positions

#25ABLES, IANNONE, MOORE & ASSOCIATES, INC.Active

Slight overlap · 5 shared positions

$NEE $BAC $VLO $MCD $ALPS

$168M

59 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.