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Hedge Funds Similar to GenWealth Group

13F Portfolio OverlapQ3 2026GenWealth Group portfolio →
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Most similar hedge funds by 13F overlap

GenWealth Group, Inc. is an institutional investor managing $641M across 88 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GenWealth Group are Sowa Financial Group, CPA Asset, Shah Wealth Advisors, with shared positions in $IAU, $T, $VZ, $AMGN, $MCD, $ALL. The full ranking of 25 similar funds is below.

#1Sowa Financial Group, Inc.Smart money
Substantial overlap · 3 shared positions
$IAU$T$VZ
$229M
31 positions
#2CPA Asset Management LLCActive
Substantial overlap · 3 shared positions
$IAU$AMGN$MCD
$357M
86 positions
#3Shah Wealth Advisors, LLCActive
Substantial overlap · 5 shared positions
$IAU$ALL$T$VZ$PM
$433M
79 positions
#4Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$IAU$PM$COP
$637M
125 positions
#5White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$IAU$AMGN$MAR$PM
$829M
148 positions
#6EQ WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$IAU$AMGN$MCD$NMZ
$182M
57 positions
#7NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 3 shared positions
$IAU$T$VZ
$838M
122 positions
#8LifeWealth Investments, LLCActive
Notable overlap · 3 shared positions
$IAU$PDI$MAR
$360M
139 positions
#9Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$COP$MCD
$497M
120 positions
#10MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$AMGN$PM
$1.4B
144 positions
#11Battery Global Advisors, LLCSmart money
Notable overlap · 3 shared positions
$IAU$COP$AMGN
$200M
157 positions
#12MBA Advisors LLCPassive
Notable overlap · 5 shared positions
$IAU$AMGN$VZ$PM$MCD
$297M
166 positions
#13WEALTHSPAN PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$COP$MCD
$317M
129 positions
#14Kelly Financial Services LLCActive
Notable overlap · 7 shared positions
$IAU$AMGN$MAR$T$VZ$PM
$463M
130 positions
#15Arnhold LLCActive
Notable overlap · 3 shared positions
$IAU$T$VZ
$1.4B
113 positions
#16Forza Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$IAU$AMGN$VZ$MCD
$346M
194 positions
#17Omnia Family Wealth, LLCSmart money
Notable overlap · 3 shared positions
$IAU$PM$MCD
$373M
103 positions
#18CAPE ANN SAVINGS BANKActive
Some overlap · 3 shared positions
$IAU$MAR$MCD
$212M
113 positions
#19Elevated Financial Group LLCActive
Some overlap · 3 shared positions
$IAU$MAR$ALL
$357M
117 positions
#20ShoreHaven Wealth Partners, LLCActive
Some overlap · 4 shared positions
$IAU$MAR$VZ$PM
$326M
102 positions
#21Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$ADP$MCD
$163M
113 positions
#22Red Mountain Financial, LLCActive
Some overlap · 4 shared positions
$IAU$AMGN$ALL$MCD
$119M
82 positions
#23AlTi Global, Inc.Active
Some overlap · 4 shared positions
$IAU$AMGN$VZ$PM
$4.8B
505 positions
#24Aspect Partners, LLCActive
Some overlap · 3 shared positions
$IAU$VZ$AMGN
$264M
681 positions
#25CADINHA & CO LLCActive
Some overlap · 3 shared positions
$IAU$AMGN$MCD
$616M
107 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.