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Hedge Funds Similar to GENESIS PRIVATE WEALTH

13F Portfolio OverlapQ2 2026GENESIS PRIVATE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

GENESIS PRIVATE WEALTH, LLC is an institutional investor managing $356M across 192 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 GENESIS PRIVATE WEALTH are Raleigh, Acumen Wealth Advisors, International, with shared positions in $PM, $PLD, $BTI, $TTE, $USB, $DUK. The full ranking of 25 similar funds is below.

#1Raleigh Capital Management Inc.Passive
Some overlap · 9 shared positions
$PM$PLD$BTI$TTE$USB$DUK
$313M
610 positions
#2Acumen Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$KLAC$ASML$USB$WFC$TMO$APH
$472M
493 positions
#3Capital International, Inc./CA/Active
Some overlap · 6 shared positions
$KLAC$ASML$PM$BTI$TTE$APH
$14.3B
302 positions
#4ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 8 shared positions
$PM$PLD$BTI$TTE$USB$DUK
$156M
64 positions
#5ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active
Some overlap · 8 shared positions
$PM$PLD$BTI$TTE$USB$DUK
$1.7B
1,629 positions
#6Lloyd Advisory Services, LLC.Passive
Some overlap · 8 shared positions
$PLD$PM$BTI$TTE$USB$DUK
$258M
628 positions
#7Capital International SarlActive
Some overlap · 6 shared positions
$KLAC$ASML$PM$TTE$APH$LIN
$7.1B
287 positions
#8Capital International InvestorsActive
Some overlap · 6 shared positions
$KLAC$ASML$PM$TTE$BTI$APH
$483.6B
446 positions
#9Avanda Investment Management Pte. Ltd.Active
Some overlap · 6 shared positions
$KLAC$ASML$TMO$APH$ANET$LIN
$299M
39 positions
#10Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 6 shared positions
$KLAC$ASML$TTE$TMO$APH$LIN
$664M
143 positions
#11First Bank & TrustPassive
Some overlap · 7 shared positions
$PM$PLD$BTI$TTE$USB$DUK
$680M
270 positions
#12Code Waechter LLCPassive
Some overlap · 7 shared positions
$PM$PLD$BTI$TTE$USB$DUK
$193M
127 positions
#13Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$KLAC$ASML$PM$BTI$ANET
$345M
111 positions
#14CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 6 shared positions
$KLAC$ASML$TTE$TMO$APH$LIN
$3.1B
150 positions
#15FACTORY MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$KLAC$ASML$PM$APH$ANET
$10.6B
205 positions
#16Crew Capital Management, Ltd.Passive
Some overlap · 5 shared positions
$KLAC$ASML$PM$APH$ANET
$183M
112 positions
#17STABLEFORD CAPITAL II LLCPassive
Some overlap · 6 shared positions
$ASML$PLD$PM$USB$WFC$LIN
$289M
147 positions
#18GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$ASML$PM$TTE$USB$TMO$ANET
$2.2B
268 positions
#19Thomasville National BankPassive
Some overlap · 6 shared positions
$ASML$PM$USB$DUK$TMO$GILD
$1.8B
241 positions
#20PCB Capital LLCPassive
Some overlap · 6 shared positions
$KLAC$PM$USB$WFC$APH$ANET
$82M
114 positions
#21AIA Group LtdActive
Some overlap · 7 shared positions
$KLAC$USB$TMO$APH$CI$ANET
$7.9B
322 positions
#22TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 8 shared positions
$PM$PLD$MDT$WFC$KLAC$GILD
$5.4B
1,698 positions
#23Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$KLAC$PLD$PNC$APH$ANET$LIN
$686M
532 positions
#24Stronghold Wealth Management L.L.C.Passive
Some overlap · 6 shared positions
$ASML$PM$PLD$WFC$TMO$LIN
$75M
131 positions
#25OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$KLAC$ASML$GILD$CI$APH
$1.8B
139 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.