13F Pro

Hedge Funds Similar to Global Wealth

13F Portfolio OverlapQ1 2026Global Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Global Trust Wealth Management LLC is an institutional investor managing $145M across 75 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 COGENT STRATEGIC WEALTH, N.E.W. Advisory Services, Winter & Associates,, with shared positions in $BRZE, $NEE, $NKE, $PLTR, $AMN, $WEC. The full ranking of 25 similar funds is below.

#1COGENT STRATEGIC WEALTH LLCActive
Some overlap · 5 shared positions
$BRZE$NEE$NKE$PLTR$AMN
$97M
56 positions
#2N.E.W. Advisory Services LLCActive
Some overlap · 7 shared positions
$BRZE$NKE$WEC$IBM$PLTR$AMN
$1.3B
914 positions
#3Winter & Associates, Inc.Passive
Some overlap · 5 shared positions
$BRZE$NKE$IBM$PLTR$LRCX
$114M
84 positions
#4Applied Capital LLCActive
Some overlap · 4 shared positions
$BRZE$NEE$NKE$IAU
$268M
50 positions
#5Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$BRZE$NEE$NKE$IAU
$607M
110 positions
#6L.K. Benson & Company, P.C.Active
Some overlap · 6 shared positions
$BRZE$NKE$OKTA$IBM$AMN$KO
$302M
113 positions
#7Financial Symmetry IncSmart money
Some overlap · 4 shared positions
$BRZE$NKE$IBM$AMN
$281M
63 positions
#8Shelter Mutual Insurance CoPassive
Some overlap · 3 shared positions
$BRZE$NEE$IBM
$450M
58 positions
#925 LLCActive
Some overlap · 3 shared positions
$BRZE$NEE$NKE
$324M
69 positions
#10Index Fund Advisors, Inc.Smart money
Some overlap · 5 shared positions
$BRZE$NKE$NEE$AMN$KO
$2.2B
127 positions
#11SwitchPoint Financial Planning, LLCActive
Some overlap · 3 shared positions
$BRZE$NKE$IBM
$147M
64 positions
#12CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 4 shared positions
$BRZE$NKE$IAU$AMN
$532M
162 positions
#13Verus Financial Partners, Inc.Smart money
Some overlap · 4 shared positions
$BRZE$NKE$IAU$IBM
$1.1B
121 positions
#14Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$BRZE$NEE$IBM
$118M
73 positions
#15Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 3 shared positions
$BRZE$NEE$TMUS
$204M
120 positions
#16PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$BRZE$NKE$IAU
$1.4B
283 positions
#17Sagace Wealth Management LLCPassive
Some overlap · 4 shared positions
$BRZE$IBM$IAU$NEE
$149M
70 positions
#18Prospera Capital Management, LLCSmart money
Some overlap · 5 shared positions
$BRZE$PLTR$AMN$NEE$IAU
$199M
45 positions
#19Roger Wittlin Investment Advisory, LLCSmart money
Some overlap · 3 shared positions
$BRZE$PLTR$IAU
$122M
39 positions
#20WealthCollab, LLCPassive
Some overlap · 4 shared positions
$BRZE$IAU$NKE$AMN
$243M
977 positions
#21Trellis Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$BRZE$PLTR$AMN
$263M
47 positions
#22MRWM Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$IBM$LRCX
$184M
74 positions
#23Sunesis Advisors, LLCSmart money
Some overlap · 4 shared positions
$BRZE$NKE$IAU$IBM
$221M
59 positions
#24Beacon Financial Strategies CORPActive
Some overlap · 3 shared positions
$BRZE$IBM$KO
$176M
177 positions
#25Swisher Financial Concepts, Inc.Passive
Some overlap · 3 shared positions
$BRZE$NEE$IAU
$179M
102 positions

Compare Global Wealth’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 Wealth’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.