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Hedge Funds Similar to GEN Financial ,

13F Portfolio OverlapQ1 2026GEN Financial , portfolio →
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Most similar hedge funds by 13F overlap

GEN Financial Management, INC. is an institutional investor managing $162M across 51 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 Financial , are Arlington, Paragon Ltd, MASTER'S WEALTH, with shared positions in $UPST, $HUM, $IAU, $DOV, $REGN, $AMN. The full ranking of 25 similar funds is below.

#1Arlington Trust Co LLCActive
Substantial overlap · 4 shared positions
$UPST$HUM$IAU$DOV
$1.1B
844 positions
#2Paragon Capital Management LtdActive
Substantial overlap · 5 shared positions
$HUM$REGN$AMN$DDOG$HON
$476M
199 positions
#3MASTER'S WEALTH MANAGEMENT INC.Active
Substantial overlap · 3 shared positions
$UPST$DDOG$AMN
$295M
82 positions
#4Keystone Financial Group, Inc.Active
Substantial overlap · 3 shared positions
$HUM$HON$SCHW
$192M
134 positions
#5WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Substantial overlap · 4 shared positions
$HUM$UPST$DDOG$SCHW
$350M
95 positions
#6Wright Wealth LLCActive
Notable overlap · 3 shared positions
$UPST$AMN$HUM
$149M
51 positions
#7Ariston Services GroupActive
Notable overlap · 4 shared positions
$HUM$IAU$DDOG$SCHW
$167M
71 positions
#8Provident Wealth Management, LLCActive
Notable overlap · 4 shared positions
$REGN$AMN$HON$HUM
$331M
134 positions
#9Calder Financial LLCActive
Notable overlap · 3 shared positions
$UPST$HUM$HON
$101M
40 positions
#10MAYPORT, LLCActive
Notable overlap · 4 shared positions
$UPST$DOV$HUM$SCHW
$538M
130 positions
#11KITCHING PARTNERS, LLCActive
Notable overlap · 3 shared positions
$HUM$UPST$IAU
$109M
40 positions
#12Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$UPST$HUM$DDOG$DOV
$109M
1,311 positions
#13Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$HUM$DDOG$AMN
$302M
51 positions
#14Cyr Financial Inc.Active
Notable overlap · 3 shared positions
$REGN$DDOG$IAU
$170M
58 positions
#15INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Notable overlap · 3 shared positions
$HUM$REGN$SCHW
$314M
130 positions
#16PRESILIUM PRIVATE WEALTH, LLCActive
Notable overlap · 5 shared positions
$UPST$DOV$SCHW$DDOG$HUM
$567M
75 positions
#17RIVER'S EDGE WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$HUM$DDOG$SCHW
$107M
46 positions
#18Orgel Wealth Management, LLCActive
Notable overlap · 3 shared positions
$UPST$DDOG$HUM
$4.6B
95 positions
#19Cascade Wealth Advisors, IncActive
Notable overlap · 3 shared positions
$UPST$HUM$DDOG
$228M
60 positions
#20Vernal Point Advisors, LLCSmart money
Notable overlap · 4 shared positions
$UPST$DOV$IAU$SCHW
$246M
21 positions
#21Heritage Wealth Management, Inc. /CA/Passive
Notable overlap · 4 shared positions
$UPST$DDOG$IAU$AMN
$181M
94 positions
#22ORSER CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$UPST$HUM$HON$SCHW
$153M
46 positions
#23STUDIO INVESTMENT MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$HUM$UPST$DOV$HON
$547M
180 positions
#24Wealth Dimensions Group, Ltd.Active
Notable overlap · 4 shared positions
$UPST$IAU$HUM$SCHW
$508M
170 positions
#25AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$UPST$DDOG$SCHW
$445M
77 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.