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Hedge Funds Similar to GENTRY PRIVATE WEALTH

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

GENTRY PRIVATE WEALTH, LLC is an institutional investor managing $194M across 108 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 GENTRY PRIVATE WEALTH are GoalVest Advisory, Pinion Investment Advisors, Wellspring Financial Advisors, with shared positions in $AAAU, $TER, $NEE, $BKR, $PFG, $WMB. The full ranking of 25 similar funds is below.

#1GoalVest Advisory LLCActive
Substantial overlap · 13 shared positions
$AAAU$TER$NEE$BKR$PFG$WMB
$539M
500 positions
#2Pinion Investment Advisors, LLCActive
Notable overlap · 9 shared positions
$AAAU$TER$WMB$NEE$MCD$OKE
$527M
205 positions
#3Wellspring Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AAAU$ASML$NEE
$1.5B
288 positions
#4MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$TER$NEE$VLO$ASML$MCD
$272M
149 positions
#5WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$TER$NEE$ASML
$1.3B
73 positions
#6FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$NEE$WMB$MCD$T$MO
$1.7B
256 positions
#7Cadent Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$TER$WMB$ASML$OKE
$485M
201 positions
#8Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$NEE$EVRG$WMB$OKE$DTB
$6.4B
88 positions
#9Carmel Capital Management L.L.C.Active
Some overlap · 3 shared positions
$TER$VLO$ASML
$456M
28 positions
#10Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$TER$VLO$ASML
$375M
75 positions
#11Gouws Capital LLCActive
Some overlap · 3 shared positions
$TER$NEE$MCD
$215M
55 positions
#12Telemark Asset Management, LLCActive
Some overlap · 3 shared positions
$TER$BKR$ASML
$1.4B
57 positions
#13Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$NEE$OKE$MCD$VLO$EVRG
$229M
166 positions
#14Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$NEE$VLO$ASML$MCD
$170M
61 positions
#15Stack Financial Management, IncActive
Some overlap · 4 shared positions
$NEE$BKR$T$DTB
$1.3B
54 positions
#16Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$NEE$WMB$OKE$MCD
$467M
118 positions
#17Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$NEE$WMB$MCD$T
$151M
70 positions
#18ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 4 shared positions
$BKR$WMB$VLO$OKE
$763M
51 positions
#19VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$NEE$WMB$T$MO
$1.1B
146 positions
#20SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 5 shared positions
$WMB$VLO$NEE$OKE$BKR
$530M
308 positions
#21HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$NEE$ASML$MCD$DTB
$1.7B
479 positions
#22Buttonwood Financial Advisors Inc.Active
Some overlap · 3 shared positions
$TER$ASML$MCD
$329M
110 positions
#23Transcendent Capital Group LLCPassive
Some overlap · 3 shared positions
$TER$OKE$ASML
$257M
128 positions
#24DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$NEE$EVRG$WMB$DTB
$10.6B
162 positions
#25KDT Advisors, LLCPassive
Some overlap · 5 shared positions
$NEE$MCD$OKE$MO$VLO
$72M
73 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.