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Hedge Funds Similar to GenTrust

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

GenTrust, LLC is an institutional investor managing $2.6B across 201 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 GenTrust are CapitalatWork S.A., HARRIS ASSOCIATES L P, All-Stars Investment Ltd, with shared positions in $ABNB, $SCHW, $MELI, $BABA, $STT, $YMM. The full ranking of 25 similar funds is below.

#1CapitalatWork S.A.Active
Some overlap · 4 shared positions
$ABNB$SCHW$MELI$BABA
$4.0B
93 positions
#2HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$ABNB$SCHW$STT
$75.4B
162 positions
#3All-Stars Investment LtdActive
Some overlap · 3 shared positions
$YMM$IBIT$BABA
$199M
11 positions
#4PANORAMIC INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SCHW$IBIT$PNC$CRWD
$209M
141 positions
#5Ruffer LLPPassive
Some overlap · 6 shared positions
$YMM$PNC$SCHW$BABA$ABNB$COIN
$2.8B
187 positions
#6Exane Asset ManagementActive
Some overlap · 3 shared positions
$ABNB$DASH$CRWD
$277M
28 positions
#7Delta Investment Management, LLCPassive
Some overlap · 4 shared positions
$DASH$EPD$MELI$CRWD
$608M
293 positions
#8Mason & Associates IncActive
Some overlap · 3 shared positions
$YMM$PLTR$CRWD
$619M
161 positions
#9Ballast Rock Private Wealth LLCPassive
Some overlap · 7 shared positions
$SCHW$MELI$CRWD$STT$PLTR$MDY
$217M
192 positions
#10PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$SCHW$DASH$MELI$CART
$135M
80 positions
#11Forefront Wealth Partners, LLC
Some overlap · 5 shared positions
$IBIT$MELI$PLTR$CRWD$SCHW
$323M
177 positions
#12Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$ABNB$IBIT$MDY
$263M
80 positions
#13Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$SCHW$EPD$PLTR$FCX
$114M
57 positions
#14FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$YMM$PLTR$CRWD
$490M
188 positions
#15RIK SAYLOR FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$YMM$IBIT$PLTR
$151M
89 positions
#16Cohen Capital Management, Inc.Active
Some overlap · 4 shared positions
$SCHW$EPD$DASH$SNPS
$735M
152 positions
#17ALLEN OPERATIONS LLCSmart money
Some overlap · 3 shared positions
$SCHW$IBIT$PLTR
$722M
33 positions
#18Marathon Mission, Inc.Active
Some overlap · 3 shared positions
$PNC$SCHW$STT
$200M
57 positions
#19Paralel Advisors LLCActive
Some overlap · 3 shared positions
$SCHW$EPD$CART
$2.6B
126 positions
#20apricus wealth, LLCPassive
Some overlap · 3 shared positions
$ABNB$PNC$STT
$210M
129 positions
#21Benson Wealth Management INCPassive
Some overlap · 4 shared positions
$YMM$IBIT$COIN$PLTR
$99M
367 positions
#22Bienville Capital Management, LLCPassive
Some overlap · 4 shared positions
$DASH$MELI$PLTR$IBIT
$750M
95 positions
#23Brevan Howard Capital Management LPPassive
Some overlap · 6 shared positions
$IBIT$CRWD$BABA$PLTR$SCHW$HOOD
$13.5B
2,030 positions
#24CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$SCHW$PNC$DOV
$1.1B
157 positions
#25Greenwich Wealth Management LLCActive
Some overlap · 6 shared positions
$SCHW$PLTR$COIN$FCX$MELI$HOOD
$2.7B
296 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.