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Hedge Funds Similar to Genesis Financial Group,

13F Portfolio OverlapQ1 2026Genesis Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Genesis Financial Group, LLC is an institutional investor managing $158M across 103 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 Genesis Financial Group, are BERKSHIRE, ELLERSON GROUP /ADV, Gunderson, with shared positions in $GEV, $PLTR, $BE, $NBIS, $KMI, $PFE. The full ranking of 25 similar funds is below.

#1BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 4 shared positions
$GEV$PLTR$BE$NBIS
$277M
114 positions
#2ELLERSON GROUP INC /ADVPassive
Notable overlap · 4 shared positions
$PLTR$KMI$PFE$DHR
$153M
61 positions
#3Gunderson Capital Management Inc.Passive
Notable overlap · 4 shared positions
$PLTR$GEV$AGQ$NBIS
$239M
46 positions
#4Bosman Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$PLTR$GEV$BE
$114M
52 positions
#5Van Cleef Asset Management,IncActive
Notable overlap · 5 shared positions
$PLTR$LIN$UNIT$SCHW$DHR
$929M
118 positions
#6Accuvest Global AdvisorsPassive
Notable overlap · 6 shared positions
$UBER$PLTR$BABA$GEV$SHOP$SCHW
$107M
57 positions
#7Telligent Fund, LPActive
Notable overlap · 3 shared positions
$GEV$PLTR$NBIS
$94M
24 positions
#8Triton Financial Group IncPassive
Notable overlap · 3 shared positions
$PLTR$GEV$JHG
$57M
62 positions
#9CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 4 shared positions
$GEV$PLTR$LIN$BE
$60M
36 positions
#10CONNORS INVESTOR SERVICES INCActive
Notable overlap · 3 shared positions
$PLTR$LIN$SCHW
$1.1B
149 positions
#11Hedeker Wealth, LLCPassive
Notable overlap · 3 shared positions
$PLTR$KMI$UBER
$474M
87 positions
#1211 Capital Partners LPActive
Notable overlap · 3 shared positions
$GEV$LIN$DHR
$348M
20 positions
#13Blue Sky Capital Consultants Group, Inc.Passive
Notable overlap · 3 shared positions
$PLTR$HOOD$AGQ
$210M
76 positions
#14Legacy Bridge, LLCPassive
Notable overlap · 5 shared positions
$GEV$PLTR$NBIS$DHR$BRZE
$262M
320 positions
#15Hound Partners, LLCActive
Notable overlap · 3 shared positions
$PLTR$HOOD$UBER
$799M
35 positions
#16Westwood Wealth ManagementActive
Notable overlap · 3 shared positions
$AGQ$PLTR$UBER
$255M
42 positions
#17Paragon Advisors, LLCActive
Notable overlap · 5 shared positions
$AGQ$PLTR$GEV$ALAB$JHG
$371M
76 positions
#18Z3 Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$PLTR$UBER$ALAB$JHG
$395M
187 positions
#19HOERTKORN RICHARD CHARLESActive
Notable overlap · 4 shared positions
$GEV$KMI$SCHW$PFE
$122M
75 positions
#20ALLEN OPERATIONS LLCSmart money
Notable overlap · 4 shared positions
$PLTR$GEV$SCHW$ALAB
$670M
35 positions
#21Tribune Investment Group LPActive
Notable overlap · 3 shared positions
$GEV$LIN$BE
$261M
30 positions
#22KADENSA CAPITAL LtdActive
Notable overlap · 5 shared positions
$PLTR$GEV$BABA$HOOD$ALAB
$718M
39 positions
#23Avant Capital LLCPassive
Notable overlap · 6 shared positions
$AGQ$ALPS$UNIT$PLTR$UBER$BABA
$142M
76 positions
#24MFG WEALTH MANAGEMENT, INC.Passive
Notable overlap · 3 shared positions
$AGQ$PLTR$KMI
$121M
61 positions
#25CORNERSTONE ENTERPRISES, LLCActive
Notable overlap · 4 shared positions
$PLTR$GEV$HOOD$SHOP
$201M
35 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.