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 Gen-Wealth Partners

13F Portfolio OverlapQ1 2026Gen-Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Gen-Wealth Partners Inc is an institutional investor managing $317M across 728 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 Gen-Wealth Partners are ASAHI LIFE ASSET , LTD., Yoffe Investment ,, Northern Financial Advisors, with shared positions in $HON, $MCD, $AMGN, $IBM, $AXP, $MMM. The full ranking of 25 similar funds is below.

#1ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Notable overlap · 12 shared positions

$HON $MCD $AMGN $IBM $AXP $MMM

$155M

150 positions

#2Yoffe Investment Management, LLCPassive

Some overlap · 10 shared positions

$KO $VZ $HON $MCD $AMGN $IBM

$78M

111 positions

#3Northern Financial Advisors IncPassive

Some overlap · 9 shared positions

$KO $HON $MCD $AMGN $MMM $DIA

$137M

105 positions

#4Sumitomo Mitsui DS Asset Management Company, LtdActive

Some overlap · 10 shared positions

$MCD $AMGN $AXP $IBM $SHW $TRV

$12.4B

770 positions

#5BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 8 shared positions

$KO $HON $MCD $IBM $MMM $DIS

$134M

211 positions

#6Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$LEN $KO $VZ $MCD $AMGN $IBM

$223M

109 positions

#7BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 7 shared positions

$KO $VZ $HON $MCD $AMGN $AXP

$480M

133 positions

#8CFC Planning Co LLCPassive

Some overlap · 7 shared positions

$KO $VZ $IBM $AXP $DIS $AMGN

$140M

72 positions

#9Pinnacle Holdings, LLCPassive

Some overlap · 8 shared positions

$MCD $AMGN $DIA $IBM $AXP $SHW

$309M

233 positions

#10HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$KO $VZ $HON $MCD $AMGN $IBM

$351M

81 positions

#11Drexel Morgan & Co.Active

Some overlap · 7 shared positions

$KO $IBM $AXP $VZ $DIS $MCD

$682M

60 positions

#12Capital Wealth Planning, LLCActive

Some overlap · 6 shared positions

$KO $VZ $MCD $AMGN $IBM $AXP

$18.1B

151 positions

#13INDEPENDENT INVESTORS INCSmart money

Some overlap · 8 shared positions

$HON $MCD $AMGN $DIS $AXP $BA

$504M

70 positions

#14Kerusso Capital Management LLCPassive

Some overlap · 6 shared positions

$KO $VZ $AMGN $MMM $AXP $SHW

$200M

53 positions

#15Wynn Capital, LLCActive

Some overlap · 7 shared positions

$KO $AMGN $MMM $IBM $AXP $MCD

$195M

107 positions

#16Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$KO $HON $MCD $IBM $AXP $SHW

$446M

104 positions

#17Bell & Brown Wealth Advisors, LLCActive

Some overlap · 7 shared positions

$KO $MCD $AMGN $AXP $DIS $BA

$308M

68 positions

#18Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$KO $HON $MCD $AMGN $IBM $AXP

$272M

95 positions

#19Cohen Investment Advisors LLCActive

Some overlap · 6 shared positions

$KO $VZ $MCD $AMGN $DIS $BA

$210M

79 positions

#20Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$KO $HON $MCD $AMGN $IBM $UNH

$168M

136 positions

#21Signet Investment Advisory Group, Inc.Active

Some overlap · 6 shared positions

$KO $HON $MCD $AMGN $AXP $UNH

$218M

69 positions

#22CORDA Investment Management, LLC.Active

Some overlap · 6 shared positions

$KO $VZ $HON $MCD $DIS $NKE

$1.4B

80 positions

#23Bedell Frazier Investment Counselling, LLCActive

Some overlap · 6 shared positions

$KO $VZ $MCD $IBM $DIS $BA

$495M

128 positions

#24Providence Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$KO $VZ $HON $AMGN $IBM $TRV

$157M

80 positions

#25Tevis Investment ManagementPassive

Some overlap · 6 shared positions

$KO $LEN $VZ $HON $DIS $TRV

$176M

99 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.