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Hedge Funds Similar to Gaddis Premier Wealth Advisors

13F Portfolio OverlapQ2 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 $165M across 99 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 Gaddis Premier Wealth Advisors are BDFS, Bauman Advisory Group, Wellington Grp, with shared positions in $CRS, $AMKR, $C, $MPWR, $FCFS, $LRN. The full ranking of 25 similar funds is below.

#1BDFS Capital LLCActive
Notable overlap · 11 shared positions
$CRS$AMKR$C$MPWR$FCFS$LRN
$230M
116 positions
#2Bauman Advisory Group, LLCActive
Notable overlap · 10 shared positions
$CRS$AMKR$C$FCFS$MPWR$LRN
$189M
81 positions
#3Wellington Grp LLCPassive
Some overlap · 7 shared positions
$AMKR$FCFS$LRN$APG$MCK$C
$325M
394 positions
#4PVG ASSET MANAGEMENT CORPPassive
Some overlap · 4 shared positions
$CRS$C$FCFS$PLTR
$173M
132 positions
#5Encore Global Management, LPPassive
Some overlap · 5 shared positions
$TMO$ET$C$T$COP
$102M
53 positions
#6Retirement Investment Advisors, Inc.Smart money
Some overlap · 5 shared positions
$OGE$ET$OKE$COP$PSX
$1.4B
66 positions
#7Transcendent Capital Group LLCPassive
Some overlap · 5 shared positions
$OGE$ET$OKE$COP$PLTR
$257M
128 positions
#8Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$C$TMO$MCK$COP
$222M
88 positions
#9Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$C$TMO$MCK$COP
$134M
104 positions
#10EDMP, INC.Passive
Some overlap · 4 shared positions
$OGE$C$COR$T
$124M
70 positions
#11TimesSquare Capital Management, LLCActive
Some overlap · 3 shared positions
$CRS$MPWR$COR
$6.8B
158 positions
#12Aubrey Capital Management LtdPassive
Some overlap · 4 shared positions
$FCFS$CRS$APG$PLTR
$160M
39 positions
#13PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MPWR$CRS$VSEC$C
$671M
197 positions
#14SG Capital Management LLCPassive
Some overlap · 3 shared positions
$CRS$VSEC$APG
$1.2B
80 positions
#15CHASE INVESTMENT COUNSEL CORPPassive
Some overlap · 3 shared positions
$CRS$APG$VSEC
$474M
138 positions
#16Future Fund LLCPassive
Some overlap · 3 shared positions
$CRS$VSEC$FCFS
$349M
118 positions
#17EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 4 shared positions
$TMO$C$COR$MCK
$808M
156 positions
#18Carolina Wealth Management IncActive
Some overlap · 5 shared positions
$TMO$MCK$ADBE$BAH$PLTR
$217M
114 positions
#19United Super Pty Ltd in its capacity as Trustee for the ConsActive
Some overlap · 4 shared positions
$C$TMO$T$ADBE
$5.6B
184 positions
#20AdvisorShares Investments LLCActive
Some overlap · 4 shared positions
$TMO$MCK$COR$ADBE
$828M
269 positions
#21ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 3 shared positions
$TMO$MPWR$ADBE
$584M
366 positions
#22Northside Capital Management, LLCActive
Some overlap · 3 shared positions
$TMO$C$ET
$1.2B
187 positions
#23WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$TMO$C$COP
$375M
44 positions
#24Parkside Investments, LLCActive
Some overlap · 3 shared positions
$TMO$C$COP
$902M
91 positions
#25Jackson Hole Capital Partners, LLC
Some overlap · 4 shared positions
$C$ET$T$OKE
$605M
313 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.