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Hedge Funds Similar to GEN Financial

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

GEN Financial Management, INC. is an institutional investor managing $167M across 42 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 GEN Financial are Melia Wealth, Sound Income Strategies, Legacy Wealth Partners, with shared positions in $HCXY, $TRIN, $CSWC. The full ranking of 3 similar funds is below.

#1Melia Wealth LLC
Substantial overlap · 3 shared positions
$HCXY$TRIN$CSWC
$174M
23 positions
#2Sound Income Strategies, LLCPassive
Some overlap · 3 shared positions
$HCXY$TRIN$CSWC
$2.2B
483 positions
#3Legacy Capital Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$TRIN$CSWC$HCXY
$521M
377 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.