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Hedge Funds Similar to Gladwyn Financial Advisors

13F Portfolio OverlapQ2 2026Gladwyn Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Gladwyn Financial Advisors, Inc. is an institutional investor managing $160M across 82 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 Gladwyn Financial Advisors are Marotta Asset, Trust Co, Hurlow Wealth Group, with shared positions in $SNPS, $GD, $UNP, $VZ, $MCD, $WM. The full ranking of 25 similar funds is below.

#1Marotta Asset ManagementActive
Notable overlap · 3 shared positions
$SNPS$GD$UNP
$601M
103 positions
#2Trust CoActive
Notable overlap · 6 shared positions
$SNPS$GD$VZ$UNP$MCD$WM
$1.1B
908 positions
#3Hurlow Wealth Management Group, Inc.Active
Notable overlap · 5 shared positions
$SNPS$NEE$GD$MCD$ED
$481M
125 positions
#4WESTPORT ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$SNPS$CACI$UNP
$245M
80 positions
#5POTOMAC FUND MANAGEMENT INC /ADVSmart money
Notable overlap · 5 shared positions
$SNPS$Q$MCD$WM$DD
$4.0B
109 positions
#6Robinswood Financial LLCPassive
Notable overlap · 5 shared positions
$SNPS$MMM$UNP$MCD$DOV
$349M
435 positions
#7McIlrath & Eck, LLC
Notable overlap · 4 shared positions
$SNPS$MCD$MDY$WM
$1.3B
1,645 positions
#8North Ridge Wealth Advisors, Inc.
Notable overlap · 3 shared positions
$SNPS$ED$MMM
$178M
193 positions
#9Betterment LLCActive
Notable overlap · 3 shared positions
$SNPS$VZ$DOV
$59.1B
675 positions
#10Marion Wealth ManagementPassive
Some overlap · 3 shared positions
$SNPS$NEE$UNP
$491M
159 positions
#11Sagace Wealth Management LLCActive
Some overlap · 3 shared positions
$SNPS$MMM$NEE
$159M
71 positions
#12STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$GD$NEE$CACI$UNP$CTVA$DOV
$592M
181 positions
#13LAM GROUP, INC.Active
Some overlap · 4 shared positions
$SNPS$MDY$VZ$MCD
$201M
139 positions
#14CROBANPassive
Some overlap · 3 shared positions
$GD$NEE$UNP
$227M
81 positions
#15Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$GD$NEE$MCD$DOV
$474M
110 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$GD$NEE$UNP
$1.3B
58 positions
#17THOMAS STORY & SON LLCActive
Some overlap · 3 shared positions
$GD$WEC$UNP
$283M
53 positions
#18Breakwater Investment ManagementPassive
Some overlap · 3 shared positions
$SNPS$MDY$DOV
$294M
600 positions
#19CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 4 shared positions
$SNPS$NEE$UNP$MCD
$1.2B
203 positions
#20VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$NEE$GD$MDY
$142M
108 positions
#21Midway Capital Research & ManagementActive
Some overlap · 6 shared positions
$SNPS$NEE$Q$MCD$WM$DD
$126M
114 positions
#22BIRCH FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$GD$NEE$WEC$VZ
$195M
135 positions
#23Somerset Trust CoPassive
Some overlap · 4 shared positions
$NEE$GD$WEC$MCD
$354M
186 positions
#24Orion Investment CoActive
Some overlap · 3 shared positions
$NEE$GD$UNP
$343M
73 positions
#25Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNPS$MCD$WM
$358M
74 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.