What hedge funds are most similar to Gaddis Premier Wealth Advisors LLC?

The funds with the most similar 13F portfolios to Gaddis Premier Wealth Advisors LLC are COLUMBIA ADVISORY PARTNERS, Team Financial Group,, Hamilton ,, based on overlapping conviction holdings in the latest SEC filings.

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 Gaddis Premier Wealth Advisors

13F Portfolio OverlapQ1 2026Gaddis Premier Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Gaddis Premier Wealth Advisors LLC is an institutional investor managing $136M across 85 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 Gaddis Premier Wealth Advisors are COLUMBIA ADVISORY PARTNERS, Team Financial Group,, Hamilton ,, with shared positions in $WT, $FCFS, $COP, $REGN, $JHG, $OKE. The full ranking of 25 similar funds is below.

#1COLUMBIA ADVISORY PARTNERS LLCActive

Highly similar · 5 shared positions

$WT $FCFS $COP $REGN $JHG

$157M

92 positions

#2Team Financial Group, LLCActive

Highly similar · 5 shared positions

$WT $REGN $OKE $COP $PLTR

$220M

273 positions

#3Hamilton Capital, LLCSmart money

Substantial overlap · 3 shared positions

$WT $JHG $COP

$1.9B

152 positions

#4RESOLUTE CAPITAL, LLCActive

Substantial overlap · 4 shared positions

$WT $ET $T $JHG

$247M

57 positions

#5Lauer Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $COP $PLTR

$126M

67 positions

#6Nvest Wealth Strategies, Inc.Active

Substantial overlap · 3 shared positions

$WT $PLTR $TMO

$143M

395 positions

#7Global View Capital Management LLCActive

Substantial overlap · 3 shared positions

$WT $OKE $PLTR

$377M

140 positions

#8ACT Advisors, LLC.Active

Substantial overlap · 3 shared positions

$WT $PLTR $COP

$235M

78 positions

#9IAM Advisory, LLCActive

Substantial overlap · 4 shared positions

$WT $MCK $REGN $PLTR

$446M

95 positions

#10Fiduciary Planning LLCActive

Substantial overlap · 3 shared positions

$WT $PLTR $COP

$331M

76 positions

#11Wealthcare Capital Partners, LLCActive

Substantial overlap · 3 shared positions

$WT $JHG $COP

$213M

153 positions

#12INVENIO WEALTH PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $ET $C

$252M

89 positions

#13626 Financial, LLCActive

Substantial overlap · 3 shared positions

$WT $OKE $C

$224M

121 positions

#14Value Investment Professionals, LLCPassive

Notable overlap · 4 shared positions

$WT $MCK $REGN $JHG

$89M

81 positions

#15BIP Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $JHG $COP

$2.5B

453 positions

#16MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $MCK $OKE

$1.3B

143 positions

#17Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$WT $REGN $JHG

$462M

53 positions

#18IAG Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $OKE $JHG

$896M

509 positions

#19WealthPoint Financial, LLCPassive

Notable overlap · 3 shared positions

$WT $COP $T

$115M

117 positions

#20Tidemark, LLCPassive

Notable overlap · 3 shared positions

$WT $JHG $REGN

$393M

901 positions

#21JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$WT $COP $C

$102M

27 positions

#22Clearwater Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $JHG $PLTR $COP

$1.2B

177 positions

#23Vertex Planning Partners, LLCActive

Notable overlap · 5 shared positions

$WT $OKE $REGN $JHG $MCK

$515M

135 positions

#24Stonekeep Investments, LLCActive

Notable overlap · 3 shared positions

$WT $COP $PLTR

$154M

66 positions

#25truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $COP $PLTR

$97M

49 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.