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Hedge Funds Similar to Global Wealth

13F Portfolio OverlapQ2 2026Global Wealth portfolio →
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Most similar hedge funds by 13F overlap

Global Wealth Management, LLC is an institutional investor managing $196M across 47 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 Global Wealth are Apeiron RIA, Broussard Financial Group, DWM Financial Group, with shared positions in $IAU, $SIVR, $IBIT, $AMGN, $SLV. The full ranking of 25 similar funds is below.

#1Apeiron RIA LLCActive
Notable overlap · 4 shared positions
$IAU$SIVR$IBIT$AMGN
$390M
162 positions
#2Broussard Financial Group LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$SLV
$125M
35 positions
#3DWM Financial Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$IBIT$SLV
$112M
40 positions
#4WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$SLV$IBIT
$536M
107 positions
#5Proficio Capital Partners LLC
Notable overlap · 3 shared positions
$IAU$IBIT$SLV
$2.8B
691 positions
#6MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$SLV$AMGN
$1.4B
144 positions
#7New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$SIVR
$633M
68 positions
#8NKCFO LLCPassive
Notable overlap · 3 shared positions
$IAU$IBIT$SLV
$330M
92 positions
#9Wealth Watch Advisors, INCActive
Notable overlap · 4 shared positions
$IAU$SIVR$IBIT$SLV
$309M
142 positions
#10Gibson Capital, LLCSmart money
Notable overlap · 3 shared positions
$IAU$IBIT$SLV
$610M
94 positions
#11Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$AMGN$SLV
$119M
82 positions
#12ALTERNA WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$IAU$IBIT$SLV
$174M
109 positions
#13Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$1.1B
197 positions
#14AlTi Global, Inc.Active
Some overlap · 3 shared positions
$IAU$IBIT$AMGN
$4.8B
505 positions
#15Pettinga Financial Advisors LLCActive
Some overlap · 4 shared positions
$SIVR$IBIT$IAU$SLV
$624M
156 positions
#16Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$AMGN
$3.4B
392 positions
#17A4 Wealth Advisors LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$AMGN
$151M
92 positions
#18McIlrath & Eck, LLC
Some overlap · 3 shared positions
$SIVR$SLV$AMGN
$1.3B
1,645 positions
#19Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$SIVR
$462M
303 positions
#20Synergy Investment Management, LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$413M
1,086 positions
#21Mill Creek Capital Advisors, LLC
Some overlap · 3 shared positions
$IAU$IBIT$AMGN
$4.9B
260 positions
#22CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$171M
102 positions
#23Briaud Financial Planning, IncSmart money
Some overlap · 3 shared positions
$IAU$SLV$AMGN
$380M
42 positions
#24Blossom Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$AMGN$SIVR
$71M
72 positions
#25Copia Wealth Management
Some overlap · 4 shared positions
$IBIT$IAU$SLV$AMGN
$166M
570 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.