13F Pro

Hedge Funds Similar to Geometric Wealth Advisors

13F Portfolio OverlapQ2 2026Geometric Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Geometric Wealth Advisors is an institutional investor managing $925M across 94 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 Geometric Wealth Advisors are Cannon Financial Strategists, MOSELEY INVESTMENT, Wealth Intelligence, with shared positions in $SO, $ETN, $DOV, $AXON, $CME, $ALL. The full ranking of 21 similar funds is below.

#1Cannon Financial Strategists, Inc.Active
Some overlap · 3 shared positions
$SO$ETN$DOV
$879M
133 positions
#2MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 3 shared positions
$ETN$DOV$AXON
$314M
163 positions
#3Wealth Intelligence, LLCActive
Some overlap · 3 shared positions
$ETN$SO$CME
$215M
59 positions
#4Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$SO$ETN$CME
$239M
126 positions
#5LVZ, Inc.Smart money
Some overlap · 3 shared positions
$SO$ETN$DOV
$984M
177 positions
#6Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 3 shared positions
$ETN$ALL$CME
$378M
205 positions
#7Nemes Rush Group LLCPassive
Some overlap · 3 shared positions
$ETN$ALL$CME
$1.2B
954 positions
#8VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 3 shared positions
$ETN$ALL$SO
$5.0B
245 positions
#9MORTON COMMUNITY BANKPassive
Some overlap · 3 shared positions
$ETN$ALL$SO
$491M
120 positions
#10Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$DOV$AXON$SO
$1.1B
106 positions
#11LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$DOV$SO$CME
$2.5B
117 positions
#12Front Row Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$ETN$CME
$345M
576 positions
#13Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$SO$CME$DOV
$199M
38 positions
#14CARRET ASSET MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$ETN$ALL$SO
$1.1B
309 positions
#15FUKOKU MUTUAL LIFE INSURANCE CoActive
Slight overlap · 3 shared positions
$SO$CME$ETN
$1.7B
256 positions
#16Sterling Capital Management LLCPassive
Slight overlap · 3 shared positions
$ETN$SO$DOV
$5.9B
3,289 positions
#17WETZEL INVESTMENT ADVISORS, INC.Passive
Slight overlap · 3 shared positions
$ETN$ALL$DOV
$289M
139 positions
#18Diversified Portfolios, Inc.Active
Slight overlap · 3 shared positions
$CVNA$DOV$ETN
$1.4B
201 positions
#19J.Safra Asset Management CorpActive
Slight overlap · 3 shared positions
$CVNA$ETN$AXON
$2.2B
633 positions
#20ACT Advisors, LLC.Active
Slight overlap · 3 shared positions
$ETN$ALL$SO
$301M
84 positions
#21Verition Fund Management LLCActive
Slight overlap · 3 shared positions
$ALL$SO$CME
$71.2B
2,055 positions

Compare Geometric Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Geometric Wealth Advisors’s holdings

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.