Hedge Funds Similar to Global Wealth

13F Portfolio OverlapQ2 2026Global Wealth portfolio →

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Most similar hedge funds by 13F overlap

Global Trust Wealth Management LLC is an institutional investor managing $145M across 75 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 Wealth are Verity & Verity, Castellan Group, HFR Wealth, with shared positions in $STT, $NEE, $WEC, $UPS, $DELL, $APD. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive

Notable overlap · 5 shared positions

$STT $NEE $WEC $UPS $DELL

$1.5B

138 positions

#2Castellan GroupSmart money

Some overlap · 3 shared positions

$WEC $NEE $DELL

$912M

41 positions

#3HFR Wealth Management, LLCActive

Some overlap · 3 shared positions

$410M

53 positions

#4OPUS INVESTMENT MANAGEMENT INCActive

Some overlap · 3 shared positions

$183M

31 positions

#5Brentview Investment Management LLCActive

Some overlap · 3 shared positions

$WEC $NEE $TMUS

$253M

63 positions

#6WALLER FINANCIAL PLANNING GROUP, INCActive

Some overlap · 3 shared positions

$486M

78 positions

#7Flavin Financial Services, Inc.Passive

Some overlap · 3 shared positions

$175M

81 positions

#8Altrius Capital Management IncPassive

Some overlap · 3 shared positions

$526M

89 positions

#9Walsky Investment Management, Inc.Passive

Some overlap · 3 shared positions

$108M

52 positions

#10CHRISTINE MESSMER PCActive

Some overlap · 3 shared positions

$177M

86 positions

#11LightSquare Wealth Management, LLCPassive

Some overlap · 3 shared positions

$145M

104 positions

#12SPIREPOINT PRIVATE CLIENT, LLCPassive

Some overlap · 3 shared positions

$1.2B

332 positions

#13Andrews Advisory Associates, LLCActive

Some overlap · 3 shared positions

$208M

86 positions

#14Somerset Trust CoPassive

Some overlap · 3 shared positions

$354M

186 positions

#15Talon Private Wealth, LLC

Some overlap · 3 shared positions

$STT $NOC $TMUS

$753M

187 positions

#16PRIMORIS WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$NEE $STT $DELL

$219M

125 positions

#17Monte Financial Group, LLCPassive

Some overlap · 3 shared positions

$UPS $APD $DELL

$312M

102 positions

#18DEARBORN PARTNERS LLCPassive

Some overlap · 3 shared positions

$WEC $TMUS $NEE

$1.8B

269 positions

#19Signet Investment Advisory Group, Inc.Passive

Some overlap · 3 shared positions

$227M

73 positions

#20Level Financial AdvisorsActive

Some overlap · 3 shared positions

$448M

95 positions

#21FourThought Financial Partners, LLCPassive

Some overlap · 3 shared positions

$1.3B

393 positions

#22J. Team Financial, Inc.Passive

Some overlap · 3 shared positions

$STT $NOC $DELL

$103M

102 positions

#23AAFMAA Wealth Management & Trust LLCPassive

Some overlap · 3 shared positions

$STT $NEE $DELL

$286M

95 positions

#24Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 3 shared positions

$449M

45 positions

#25SPRING CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$NEE $APD $DELL

$205M

55 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.