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Hedge Funds Similar to Genesee Advisors

13F Portfolio OverlapQ2 2026Genesee Advisors portfolio →
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Most similar hedge funds by 13F overlap

Genesee Capital Advisors, LLC is an institutional investor managing $317M across 172 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 Genesee Advisors are FIG FINANCIAL ADVISORY SERVICES, Harvest Investment Advisors, Evercore Wealth, with shared positions in $ALPS, $NBIS, $GLW, $BAP, $WMB, $MS. The full ranking of 25 similar funds is below.

#1FIG FINANCIAL ADVISORY SERVICES INC /ADVActive
Some overlap · 4 shared positions
$ALPS$NBIS$GLW$BAP
$171M
74 positions
#2Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$WMB$MS$BLK$STT
$202M
58 positions
#3Evercore Wealth Management, LLCActive
Some overlap · 4 shared positions
$WMB$MS$BLK$APH
$7.1B
433 positions
#4CAPITAL ADVISORS INC/OKActive
Some overlap · 4 shared positions
$WMB$MS$SPG$GLW
$6.8B
374 positions
#5FirstWave Capital Management LLCPassive
Some overlap · 4 shared positions
$NBIS$HIMS$RKLB$GLW
$227M
63 positions
#6TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$WMB$BLK$GLW$IRM
$1.3B
226 positions
#7BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MS$ICE$BLK$APH
$499M
73 positions
#8INSPIRE TRUST CO, N.A.Passive
Some overlap · 4 shared positions
$WMB$MS$STT$MMM
$727M
111 positions
#9Del-Sette Capital Management, LLCActive
Some overlap · 4 shared positions
$ALPS$SPG$STT$WMB
$171M
50 positions
#10Park Edge Advisors, LLCActive
Some overlap · 4 shared positions
$ALPS$GLW$MS$APH
$475M
154 positions
#11Elk River Wealth Management, LLCActive
Some overlap · 4 shared positions
$MS$ICE$BLK$APH
$628M
103 positions
#12Nicholas Wealth, LLC.Passive
Some overlap · 3 shared positions
$NBIS$MS$HIMS
$182M
127 positions
#13Lineweaver Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$ALPS$BLK$GLW
$845M
182 positions
#14Truvestments Capital LLCPassive
Some overlap · 5 shared positions
$SPG$GLW$MS$IBIT$MMM
$673M
1,150 positions
#15TRUST CO OF OKLAHOMAActive
Some overlap · 5 shared positions
$WMB$BLK$APH$STT$ICE
$389M
140 positions
#16VCI Wealth Management LLCPassive
Some overlap · 4 shared positions
$MS$IBIT$APH$MMM
$399M
99 positions
#17Great Diamond Partners, LLCPassive
Some overlap · 4 shared positions
$BLK$MS$WMB$GLW
$582M
238 positions
#18L & S Advisors IncPassive
Some overlap · 4 shared positions
$MS$SPG$STT$GLW
$967M
236 positions
#19Stratos Investment Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$MS$APH
$2.8B
382 positions
#20Innovative Asset Advisors Group, LLCPassive
Some overlap · 3 shared positions
$NBIS$ICE$GLW
$229M
287 positions
#21Eddie Patel IncPassive
Some overlap · 3 shared positions
$NBIS$HIMS$RKLB
$167M
127 positions
#22Trilogy Capital Inc.Active
Some overlap · 4 shared positions
$ALPS$STT$MS$APH
$2.6B
404 positions
#23Spectrum Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$ALPS$MS$WMB
$245M
76 positions
#24VIKING FUND MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$WMB$MS$GLW
$1.1B
146 positions
#25BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 3 shared positions
$WMB$MS$APH
$558M
152 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.