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Hedge Funds Similar to Global Endowment

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

Global Endowment Management, LP is an institutional investor managing $987M across 72 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 Global Endowment are Amitell Pte Ltd, 3EDGE Asset, Luminist, with shared positions in $DOV, $PHYS, $YMM, $STT, $DBC, $DJP. The full ranking of 17 similar funds is below.

#1Amitell Capital Pte LtdActive
Highly similar · 3 shared positions
$DOV$PHYS$YMM
$109M
26 positions
#23EDGE Asset Management, LPActive
Substantial overlap · 3 shared positions
$DOV$PHYS$STT
$2.2B
94 positions
#3Luminist Capital LLCActive
Notable overlap · 3 shared positions
$DOV$STT$YMM
$89M
418 positions
#4Sonoma Private Wealth LLCPassive
Some overlap · 3 shared positions
$PHYS$DOV$DBC
$93M
72 positions
#5Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$STT$YMM
$166M
570 positions
#6MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$DJP$DOV$STT
$174M
78 positions
#7Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$DJP$DOV$MMD
$497M
120 positions
#8Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$PML$MMD
$149M
636 positions
#9Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$DOV$PHYS$STT
$509M
46 positions
#10FIFTH THIRD SECURITIES, INC.Active
Some overlap · 3 shared positions
$DOV$STT$DBC
$1.8B
360 positions
#11PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Slight overlap · 3 shared positions
$DOV$DJP$STT
$1.7B
240 positions
#12Blueprint Financial Advisors LLCActive
Slight overlap · 3 shared positions
$DOV$PHYS$STT
$900M
131 positions
#13Blueprint Investment Partners LLCActive
Slight overlap · 3 shared positions
$DOV$PHYS$STT
$1.2B
159 positions
#14Maltin Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$DOV$DBC$STT
$299M
146 positions
#15GenTrust, LLCActive
Slight overlap · 4 shared positions
$STT$DOV$PML$YMM
$2.6B
201 positions
#16Fairway Wealth LLCActive
Slight overlap · 3 shared positions
$STT$PHYS$DOV
$437M
239 positions
#17Main Management LLCActive
Slight overlap · 3 shared positions
$DOV$STT$YMM
$1.5B
95 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.