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Hedge Funds Similar to Godfrey Financial Associates

13F Portfolio OverlapQ2 2026Godfrey Financial Associates portfolio →
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Most similar hedge funds by 13F overlap

Godfrey Financial Associates, Inc. is an institutional investor managing $131M across 1,090 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 Godfrey Financial Associates are Gunderson, Front Row Advisors, Blom & Howell Financial Planning, with shared positions in $DELL, $ANET, $ASML, $GLW, $FTNT, $DOV. The full ranking of 25 similar funds is below.

#1Gunderson Capital Management Inc.Active
Notable overlap · 3 shared positions
$DELL$ANET$ASML
$359M
54 positions
#2Front Row Advisors LLCPassive
Some overlap · 6 shared positions
$DELL$ASML$ANET$GLW$FTNT$DOV
$345M
576 positions
#3Blom & Howell Financial Planning, Inc.Active
Some overlap · 4 shared positions
$DELL$ASML$GLW$DOV
$120M
67 positions
#4Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$DELL$ASML$ANET$GLW
$258M
57 positions
#5CIM, LLCPassive
Some overlap · 3 shared positions
$ANET$ASML$INTU
$773M
171 positions
#6SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 4 shared positions
$ANET$DELL$ASML$FTNT
$892M
299 positions
#7Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$DELL$ASML$GLW
$334M
81 positions
#8DSM CAPITAL PARTNERS LLCActive
Some overlap · 4 shared positions
$ANET$DELL$ADSK$ASML
$5.8B
70 positions
#9Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$DELL$ASML$GLW
$399M
113 positions
#10Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$ANET$ASML$INTU
$2.8B
151 positions
#11Evergreen Private Wealth LLCPassive
Some overlap · 5 shared positions
$ANET$FTNT$INTU$ADBE$GLW
$270M
89 positions
#12Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$ANET$DELL$FTNT
$169M
77 positions
#13NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$ANET$ASML$DOV
$595M
264 positions
#14STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 3 shared positions
$ANET$ASML$INTU
$965M
79 positions
#15INVESTMENT HOUSE LLCPassive
Some overlap · 3 shared positions
$DELL$INTU$ADBE
$2.3B
203 positions
#16Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$DELL$VZ$DOV
$108M
90 positions
#17Retireful, LLCPassive
Some overlap · 3 shared positions
$DELL$ANET$GLW
$116M
86 positions
#18LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 3 shared positions
$DELL$ANET$GLW
$476M
102 positions
#19Sather Financial Group IncActive
Some overlap · 3 shared positions
$ANET$INTU$ADBE
$1.7B
121 positions
#20TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$DELL$DOV$GLW
$983M
170 positions
#21Boomfish Wealth Group, LLCPassive
Some overlap · 3 shared positions
$ANET$ASML$FTNT
$231M
102 positions
#22GKV Capital Management Co., Inc.Passive
Some overlap · 4 shared positions
$ANET$ASML$GLW$VZ
$310M
83 positions
#23GUERRA PAN ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ANET$ASML$GLW
$176M
113 positions
#24Acumen Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$ASML$ANET
$472M
493 positions
#25SORA INVESTORS LLCPassive
Some overlap · 3 shared positions
$ANET$ASML$VZ
$1.3B
76 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.