Hedge Funds Similar to Global Wealth Strategies & Associates

13F Portfolio OverlapQ3 2026Global Wealth Strategies & Associates portfolio →

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Most similar hedge funds by 13F overlap

Global Wealth Strategies & Associates is an institutional investor managing $546M across 114 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 Global Wealth Strategies & Associates are Kelly Financial Services, Bedminster, Meridian Wealth Advisors, with shared positions in $IAU, $SHW, $LMT, $MDY, $MMM, $TT. The full ranking of 25 similar funds is below.

#1Kelly Financial Services LLCActive

Notable overlap · 3 shared positions

$463M

130 positions

#2Bedminster, LLCSmart money

Notable overlap · 3 shared positions

$117M

51 positions

#3Meridian Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$880M

211 positions

#4SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$298M

135 positions

#5Omnia Family Wealth, LLCSmart money

Notable overlap · 3 shared positions

$IAU $QCOM $LMT

$373M

103 positions

#6CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $LMT $FTNT

$134M

64 positions

#7Wealth Quarterback LLCActive

Notable overlap · 3 shared positions

$IAU $LMT $ASML

$328M

180 positions

#8LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 3 shared positions

$432M

104 positions

#9ANDERSON HOAGLAND & COActive

Notable overlap · 3 shared positions

$IAU $ASML $MMM

$1.3B

135 positions

#10Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$378M

224 positions

#11TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$IAU $FTNT $MMM

$1.2B

289 positions

#12Cooke Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$IAU $MDY $ASML

$120M

38 positions

#13Vision Capital Management, Inc.Active

Some overlap · 3 shared positions

$IAU $SHW $QCOM

$882M

151 positions

#14ONE Advisory Partners, LLCActive

Some overlap · 3 shared positions

$IAU $QCOM $LMT

$370M

72 positions

#15Beacon Bridge Wealth Partners, LLCActive

Some overlap · 3 shared positions

$351M

105 positions

#16Towerpoint Wealth, LLCActive

Some overlap · 3 shared positions

$IAU $QCOM $SHW

$284M

112 positions

#17Wills Financial Group LLCPassive

Some overlap · 3 shared positions

$275M

82 positions

#18JMAC ENTERPRISES LLCActive

Some overlap · 3 shared positions

$IAU $QCOM $LMT

$593M

122 positions

#19Pacific Point Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $MDY $ASML

$219M

129 positions

#20Narwhal Capital ManagementActive

Some overlap · 3 shared positions

$IAU $QCOM $LMT

$1.4B

157 positions

#21Alpha Zero LLCActive

Some overlap · 3 shared positions

$IAU $FTNT $ASML

$264M

107 positions

#22Firestone Capital ManagementActive

Some overlap · 3 shared positions

$537M

168 positions

#23PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money

Some overlap · 3 shared positions

$1.7B

236 positions

#24SEEDS INVESTOR LLCPassive

Some overlap · 3 shared positions

$IAU $MDY $ASML

$973M

379 positions

#25Braun-Bostich & Associates Inc.Active

Some overlap · 4 shared positions

$IAU $QCOM $ASML $TT

$175M

135 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.