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Hedge Funds Similar to Gen-Wealth Partners

13F Portfolio OverlapQ2 2026Gen-Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Gen-Wealth Partners Inc is an institutional investor managing $360M across 722 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 Gen-Wealth Partners are Yoffe Investment, ASAHI LIFE ASSET , LTD., InvesTrust, with shared positions in $AXP, $VZ, $MCD, $TRV, $MMM, $AMGN. The full ranking of 25 similar funds is below.

#1Yoffe Investment Management, LLCPassive
Notable overlap · 8 shared positions
$AXP$VZ$MCD$TRV$MMM$AMGN
$87M
113 positions
#2ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Notable overlap · 8 shared positions
$AXP$AMGN$SHW$MCD$TRV$BA
$177M
158 positions
#3InvesTrustPassive
Some overlap · 6 shared positions
$MMM$DIS$VZ$MCD$AXP$BA
$247M
91 positions
#4Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$MMM$AXP$AMGN$SHW$VZ
$274M
58 positions
#5DCM Advisors, LLCActive
Some overlap · 6 shared positions
$AXP$DIS$MCD$BA$VZ$NKE
$253M
38 positions
#6Holland Advisory Services, Inc.Active
Some overlap · 5 shared positions
$MMM$DIS$AMGN$MCD$TRV
$96M
50 positions
#7Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$DIS$AMGN$MCD$BA
$320M
72 positions
#8Sawyer & Company, IncPassive
Some overlap · 5 shared positions
$DIS$AMGN$AXP$TRV$MCD
$298M
199 positions
#9INDEPENDENT INVESTORS INCSmart money
Some overlap · 7 shared positions
$AMGN$BA$MCD$DIS$AXP$HON
$524M
73 positions
#10Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$DIS$AMGN$VZ$MCD$BA
$233M
81 positions
#11PeakShares LLCActive
Some overlap · 5 shared positions
$AXP$MMM$VZ$MCD$PLTR
$134.4B
122 positions
#12BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$AMGN$VZ$MCD$TRV$AXP
$504M
136 positions
#13Midwest Financial Partners Investments, Inc.Active
Some overlap · 5 shared positions
$MMM$AMGN$AXP$BA$HON
$260M
80 positions
#14Pinnacle Holdings, LLCPassive
Some overlap · 5 shared positions
$AMGN$AXP$SHW$TRV$MCD
$324M
237 positions
#15ABNER HERRMAN & BROCK LLCActive
Some overlap · 5 shared positions
$AXP$VZ$MCD$BA$PWR
$1.0B
121 positions
#16FELL CAPITAL MANAGEMENT /ADVPassive
Some overlap · 5 shared positions
$AMGN$AXP$VZ$BA$DIS
$116M
94 positions
#17Financial Gravity Asset Management, Inc.
Some overlap · 5 shared positions
$MMM$DIS$SHW$BA$NKE
$562M
973 positions
#18Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 5 shared positions
$MMM$SHW$DIS$BA$PLTR
$616M
1,040 positions
#19Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$AXP$VZ$MCD$PWR$HON
$968M
178 positions
#20Smart Portfolios, LLC
Some overlap · 5 shared positions
$AMGN$DIS$MCD$BA$NKE
$100M
99 positions
#21BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$MMM$AXP$MCD$BA
$263M
90 positions
#22MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$DIS$AMGN$VZ$PWR$PLTR
$631M
238 positions
#23Northern Financial Advisors IncPassive
Some overlap · 4 shared positions
$AXP$MMM$TRV$AMGN
$151M
100 positions
#24Infusive Asset Management Inc.Active
Some overlap · 4 shared positions
$AXP$DIS$VZ$MCD
$220M
30 positions
#25Destination Wealth ManagementPassive
Some overlap · 4 shared positions
$AXP$DIS$VZ$MCD
$4.3B
344 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.