13F Pro

Hedge Funds Similar to Global Financial Private Client,

13F Portfolio OverlapQ1 2026Global Financial Private Client, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Global Financial Private Client, LLC is an institutional investor managing $306M 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 Global Financial Private Client, are Genus, MARIETTA INVESTMENT PARTNERS, Atlas Wealth, with shared positions in $GEV, $__PARK_1390777, $LRCX, $IBM, $USB, $SAN. The full ranking of 25 similar funds is below.

#1Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$GEV$__PARK_1390777$LRCX$IBM$USB
$873M
189 positions
#2MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$GEV$SAN$__PARK_1390777$LRCX$BAC
$499M
161 positions
#3Atlas Wealth LLCPassive
Some overlap · 6 shared positions
$LRCX$IBM$ETR$BAC$MCD$USB
$334M
115 positions
#4Capstone Wealth Management Group LLCPassive
Some overlap · 5 shared positions
$HUM$LRCX$SAN$USB$IBM
$163M
123 positions
#5Wynn Capital, LLCPassive
Some overlap · 5 shared positions
$__PARK_1390777$IBM$GEV$BAC$MCD
$195M
107 positions
#6Passumpsic Savings Bank
Some overlap · 4 shared positions
$GEV$__PARK_1390777$LRCX$USB
$183M
90 positions
#7Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$GEV$__PARK_1390777$IBM$MCD
$78M
111 positions
#8Blossom Wealth ManagementPassive
Some overlap · 4 shared positions
$HUM$IBM$BAC$MCD
$67M
74 positions
#9Vest Financial, LLCPassive
Some overlap · 5 shared positions
$LRCX$GEV$IBM$__PARK_1390777$MCD
$8.3B
414 positions
#10CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 3 shared positions
$HUM$GEV$MCD
$689M
198 positions
#11MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$HUM$LRCX$IBM$MCD
$184M
74 positions
#12Miller Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$HUM$LRCX$MCD$USB
$208M
262 positions
#13WFA of San Diego, LLCPassive
Some overlap · 4 shared positions
$HUM$__PARK_1390777$USB$IBM
$125M
404 positions
#14Fusion Capital, LLCActive
Some overlap · 5 shared positions
$HUM$LRCX$BAC$SAN$USB
$371M
104 positions
#15Hofer & Associates. IncActive
Some overlap · 6 shared positions
$HUM$GMM$USB$__PARK_1390777$MCD$BAC
$186M
64 positions
#16Matthew Goff Investment Advisor, LLCPassive
Some overlap · 4 shared positions
$GEV$__PARK_1390777$BAC$HUM
$600M
107 positions
#17ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 4 shared positions
$GEV$LRCX$BAC$MCD
$4.7B
104 positions
#18Aspen Grove Capital, LLCPassive
Some overlap · 4 shared positions
$HUM$IBM$__PARK_1390777$BAC
$514M
200 positions
#19ProVise Management Group, LLCPassive
Some overlap · 4 shared positions
$HUM$__PARK_1390777$ETR$GMM
$1.4B
261 positions
#20WARNER FINANCIAL, INCActive
Some overlap · 5 shared positions
$HUM$IBM$SAN$__PARK_1390777$GMM
$292M
135 positions
#21Pavion Blue Capital, LLCPassive
Some overlap · 4 shared positions
$GEV$IBM$BAC$MCD
$230M
108 positions
#22Excelsior Advisor Network LLCPassive
Some overlap · 4 shared positions
$HUM$SAN$BAC$IBM
$263M
226 positions
#23E&G Advisors, LPPassive
Some overlap · 4 shared positions
$HUM$LRCX$USB$BAC
$449M
236 positions
#24Abbot Financial Management, Inc.Passive
Some overlap · 4 shared positions
$HUM$BAC$MCD$USB
$239M
138 positions
#25Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$HUM$IBM$SAN$USB
$153M
344 positions

Compare Global Financial Private Client,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Global Financial Private Client,’s holdings

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.