Hedge Funds Similar to Gateway Wealth Partners

13F Portfolio OverlapQ2 2026Gateway Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Gateway Wealth Partners, LLC is an institutional investor managing $1.7B across 751 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 Gateway Wealth Partners are AA Financial Advisors, Zhang Financial, CFS Investment Advisory Services, with shared positions in $DOV, $GLDM, $KLAC, $ARCC, $AFL, $ALPS. The full ranking of 23 similar funds is below.

#1AA Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$DOV $GLDM $KLAC $ARCC

$832M

230 positions

#2Zhang Financial LLCActive

Some overlap · 3 shared positions

$DOV $GLDM $KLAC

$3.4B

392 positions

#3CFS Investment Advisory Services, LLCPassive

Some overlap · 3 shared positions

$DOV $GLDM $AFL

$1.5B

357 positions

#4CERTIOR FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$DOV $GLDM $ARCC

$183M

146 positions

#5Orcam Financial GroupActive

Slight overlap · 3 shared positions

$DOV $KLAC $AFL

$205M

105 positions

#6UNITED BANKActive

Slight overlap · 3 shared positions

$DOV $KLAC $AFL

$853M

130 positions

#7OLD SECOND NATIONAL BANK OF AURORAPassive

Slight overlap · 3 shared positions

$DOV $KLAC $ARCC

$530M

275 positions

#8Bridgewater Advisors Inc.Passive

Slight overlap · 3 shared positions

$DOV $KLAC $GLDM

$1.8B

478 positions

#9Warren Street Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$DOV $GLDM $KLAC

$448M

156 positions

#10Chatterton & Associates Inc.Passive

Slight overlap · 3 shared positions

$GLDM $DOV $KLAC

$170M

101 positions

#11Frederick Financial Consultants, LLCActive

Slight overlap · 3 shared positions

$GLDM $DOV $KLAC

$236M

121 positions

#12American TrustActive

Slight overlap · 3 shared positions

$GLDM $DOV $KLAC

$1.3B

334 positions

#13Vest Financial, LLCPassive

Slight overlap · 3 shared positions

$DOV $KLAC $AFL

$9.5B

420 positions

#14Legacy Capital Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$GLDM $KLAC $ARCC

$521M

377 positions

#15Strategic Financial Services, Inc.Smart money

Slight overlap · 3 shared positions

$GLDM $KLAC $ALPS

$2.3B

157 positions

#16Wealthcare Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$GLDM $ARCC $ALPS

$242M

179 positions

#17VANGUARD ADVISERS INCSmart money

Slight overlap · 3 shared positions

$DOV $ALPS $GLDM

$29.4B

715 positions

#18BALDWIN WEALTH PARTNERS LLC/MAPassive

Slight overlap · 3 shared positions

$KLAC $DOV $ARCC

$1.5B

234 positions

#19Columbus Macro, LLCPassive

Slight overlap · 3 shared positions

$KLAC $AFL $ARCC

$1.0B

207 positions

#20Nova Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$GLDM $DOV $ALPS

$181M

570 positions

#21Kraft, Davis & Associates, LLCActive

Slight overlap · 3 shared positions

$GLDM $KLAC $DOV

$479M

155 positions

#22Fermata Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $GLDM $ALPS

$495M

275 positions

#23Estate Planners Group, LLCActive

Slight overlap · 3 shared positions

$ARCC $DOV $GLDM

$221M

70 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.