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Hedge Funds Similar to Global Financial Private Client

13F Portfolio OverlapQ2 2026Global Financial Private Client portfolio →
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Most similar hedge funds by 13F overlap

Global Financial Private Client, LLC is an institutional investor managing $369M across 246 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 Financial Private Client are Walsky Investment, Axecap Investments, Wealth Advisors of Tampa Bay, with shared positions in $BNY, $STT, $MCD, $QCOM, $FTNT, $ANET. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$BNY$STT$MCD$QCOM
$108M
52 positions
#2Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$BNY$FTNT$ANET$QCOM
$181M
73 positions
#3Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$BNY$ETR$GLW$MCD
$327M
94 positions
#4Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$STT$ETR$ZION$GILD
$683M
277 positions
#5CGN Advisors LLCPassive
Some overlap · 5 shared positions
$BNY$ANET$GLW$MCD$GILD
$1.4B
322 positions
#6MEEDER ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$BNY$STT$GILD$DAL$QCOM
$2.0B
930 positions
#7Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$STT$GLW$MCD$GILD$QCOM
$1.6B
215 positions
#8MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$STT$ETR$MCD$GILD
$3.8B
152 positions
#9L & S Advisors IncPassive
Some overlap · 4 shared positions
$BNY$STT$GLW$DAL
$967M
236 positions
#10Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$BNY$STT$MCD
$254M
128 positions
#11GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$GLW$ANET$GILD
$3.0B
213 positions
#12Cardinal Capital ManagementPassive
Some overlap · 3 shared positions
$BNY$STT$QCOM
$826M
138 positions
#13WFA of San Diego, LLCPassive
Some overlap · 3 shared positions
$BNY$STT$QCOM
$122M
94 positions
#14Donoghue Forlines LLCPassive
Some overlap · 3 shared positions
$STT$FTNT$BNY
$387M
114 positions
#15CONNING INC.Passive
Some overlap · 4 shared positions
$BNY$GLW$MCD$GILD
$3.3B
327 positions
#16Longbow Finance SAPassive
Some overlap · 3 shared positions
$BNY$STT$ANET
$782M
59 positions
#17PKS Advisory Services, LLCPassive
Some overlap · 3 shared positions
$STT$BNY$MCD
$627M
380 positions
#18GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$STT$ETR$GLW
$1.2B
383 positions
#19SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$FTNT$ANET$MCD$QCOM
$757M
193 positions
#20CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$BNY$GLW$MCD
$1.6B
85 positions
#21Providence First Trust CoPassive
Some overlap · 3 shared positions
$BNY$ETR$GLW
$358M
196 positions
#22FIRST HORIZON NATIONAL CORPPassive
Some overlap · 3 shared positions
$BNY$FTNT$MCD
$2.6B
1,527 positions
#23OmniStar Financial Group, Inc.Passive
Some overlap · 3 shared positions
$BNY$GLW$GILD
$217M
118 positions
#24SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 3 shared positions
$STT$FTNT$ANET
$892M
299 positions
#25Convergence Investment Partners, LLCPassive
Some overlap · 4 shared positions
$STT$FTNT$BNY$ANET
$1.1B
241 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.