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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 BHK Investment Advisors,, JBGlobal.com, Efficient Advisors,, with shared positions in $UNIT, $NTRB, $COP, $USB, $MKL, $NEE. The full ranking of 25 similar funds is below.

#1BHK Investment Advisors, LLCActive
Substantial overlap · 3 shared positions
$UNIT$NTRB$COP
$299M
79 positions
#2JBGlobal.com LLCActive
Substantial overlap · 3 shared positions
$UNIT$COP$USB
$102M
27 positions
#3Efficient Advisors, LLCActive
Substantial overlap · 5 shared positions
$UNIT$MKL$COP$NEE$SE
$1.4B
58 positions
#4Pillar Financial Advisors, LLCActive
Substantial overlap · 5 shared positions
$NTRB$UNIT$COP$MKL$USB
$171M
106 positions
#5Hegarty Advisors, LLCActive
Substantial overlap · 4 shared positions
$UNIT$MKL$COP$USB
$127M
57 positions
#625 LLCActive
Notable overlap · 3 shared positions
$UNIT$USB$NEE
$324M
69 positions
#7ETF Portfolio Partners, Inc.Active
Notable overlap · 4 shared positions
$NTRB$MKL$COP$KO
$381M
68 positions
#8E&R Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$UNIT$COP$KO
$100M
12 positions
#9Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 7 shared positions
$UNIT$MKL$NTRB$GE$GEV$SE
$166M
43 positions
#10Zeit Capital LLCActive
Notable overlap · 4 shared positions
$NTRB$UNIT$MKL$MMM
$149M
52 positions
#11Marotta Asset ManagementActive
Notable overlap · 5 shared positions
$UNIT$SNPS$GD$KO$GEV
$543M
103 positions
#12Firestone Capital ManagementPassive
Notable overlap · 7 shared positions
$MKL$COP$UNIT$NEE$KO$USB
$480M
160 positions
#13LAM GROUP, INC.Passive
Notable overlap · 6 shared positions
$UNIT$MKL$SNPS$SE$MDY$NEE
$182M
136 positions
#14Cornerstone Financial Management LLCPassive
Notable overlap · 6 shared positions
$NTRB$COP$USB$KO$SE$UNIT
$109M
1,311 positions
#15FC Advisory LLCActive
Notable overlap · 6 shared positions
$NTRB$MKL$USB$SNPS$COP$LEN
$342M
115 positions
#16Grove Street Fiduciary, LLCActive
Notable overlap · 6 shared positions
$UNIT$MKL$GE$GEV$MMM$WM
$227M
74 positions
#17Cordant, Inc.Active
Notable overlap · 3 shared positions
$COP$DBC$USB
$246M
75 positions
#18Cedar Point Capital Partners, LLCPassive
Notable overlap · 5 shared positions
$NTRB$COP$USB$KO$NEE
$154M
71 positions
#19FIDUCIARY ADVISORS, INC.Active
Notable overlap · 7 shared positions
$MKL$COP$UNIT$USB$SE$KO
$133M
121 positions
#20Family CFO IncActive
Notable overlap · 3 shared positions
$UNIT$USB$MKL
$223M
41 positions
#21BlueSky Wealth Advisors, LLCActive
Notable overlap · 6 shared positions
$COP$USB$SNPS$UNIT$GEV$MDY
$777M
115 positions
#22Foundation Wealth Management, LLC\PAActive
Notable overlap · 6 shared positions
$COP$USB$MKL$NEE$SE$UNIT
$284M
91 positions
#23Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$MKL$USB$COP
$382M
55 positions
#24Black Diamond Financial, LLCActive
Notable overlap · 4 shared positions
$NTRB$UNIT$MKL$COP
$916M
185 positions
#25Mosaic Advisors LLCPassive
Notable overlap · 3 shared positions
$MKL$COP$NTRB
$67M
42 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.