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 Global Wealth ,

13F Portfolio OverlapQ1 2026Global Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Global Wealth Management, LLC is an institutional investor managing $183M across 44 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 Wealth , are KITCHING PARTNERS,, Ballast Financial Advisors, Firestone, with shared positions in $HUM, $IAU, $SLV, $LKFT, $BRZE, $MKL. The full ranking of 25 similar funds is below.

#1KITCHING PARTNERS, LLCActive

Notable overlap · 4 shared positions

$HUM $IAU $SLV $LKFT

$109M

40 positions

#2Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $IAU $BRZE

$98M

68 positions

#3Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$HUM $MKL $IAU

$480M

160 positions

#4Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $IAU $AMD

$732M

125 positions

#5Compass Financial Group, Inc. (Ohio)Active

Notable overlap · 5 shared positions

$HUM $MAR $IAU $IBIT $MKL

$137M

45 positions

#6Mosaic Advisors LLCPassive

Notable overlap · 4 shared positions

$HUM $MKL $MAR $AMD

$67M

42 positions

#7Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$HUM $MKL $MAR $AMGN

$227M

74 positions

#8FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 5 shared positions

$HUM $IAU $MAR $BRZE $AMGN

$176M

104 positions

#9Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $MKL $AMGN

$194M

54 positions

#10GreatBanc Trust COActive

Notable overlap · 3 shared positions

$HUM $MKL $MDLZ

$143M

67 positions

#11Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $MAR $IAU

$745M

219 positions

#12Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$HUM $MAR $SLV

$160M

106 positions

#13E&G Advisors, LPPassive

Notable overlap · 3 shared positions

$HUM $MAR $SLV

$449M

236 positions

#14New England Private Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $MAR $IAU $MKL $BRZE

$866M

194 positions

#15Goepper Burkhardt LLCActive

Notable overlap · 3 shared positions

$HUM $MAR $AMGN

$299M

97 positions

#16SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $MAR $AMD $MKL

$272M

554 positions

#17Global Wealth Strategies & AssociatesActive

Notable overlap · 3 shared positions

$HUM $IAU $MDLZ

$528M

97 positions

#18Bristlecone Value Partners, LLCPassive

Notable overlap · 3 shared positions

$HUM $MKL $AMGN

$114M

68 positions

#19Trust Point Inc.Active

Notable overlap · 4 shared positions

$HUM $MKL $IAU $MAR

$1.2B

521 positions

#20Farrell Financial LLCPassive

Notable overlap · 5 shared positions

$HUM $IAU $MKL $MAR $BRZE

$167M

76 positions

#21Red Mountain Financial, LLCPassive

Notable overlap · 6 shared positions

$IAU $HUM $MKL $MAR $SLV $AMGN

$106M

79 positions

#22CHATHAM CAPITAL GROUP, INC.Passive

Notable overlap · 4 shared positions

$IAU $HUM $MKL $MAR

$689M

198 positions

#23ASPIRIANT, LLCActive

Notable overlap · 3 shared positions

$HUM $MKL $MAR

$3.5B

338 positions

#24Hamrick Investment Counsel, llcPassive

Notable overlap · 3 shared positions

$HUM $MKL $AMGN

$180M

359 positions

#25Family CFO IncActive

Notable overlap · 3 shared positions

$HUM $MKL $BRZE

$223M

41 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.