How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to GLOBALT Investments / GA

13F Portfolio OverlapQ2 2026GLOBALT Investments / GA portfolio →

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Most similar hedge funds by 13F overlap

GLOBALT Investments LLC / GA is an institutional investor managing $3.0B across 213 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 GLOBALT Investments / GA are INVENIO WEALTH PARTNERS, FAS Wealth Partners, PAYDEN & RYGEL, with shared positions in $STT, $KLAC, $C, $GILD, $PM, $ETN. The full ranking of 25 similar funds is below.

#1INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 7 shared positions

$STT $KLAC $C $GILD $PM $ETN

$279M

89 positions

#2FAS Wealth Partners, Inc.Passive

Notable overlap · 6 shared positions

$STT $MS $ETN $TXN $DUK $UNP

$1.9B

520 positions

#3PAYDEN & RYGELPassive

Notable overlap · 8 shared positions

$GLW $TJX $MS $ADI $TXN $DUK

$1.3B

131 positions

#4Aull & Monroe Investment Management CorpPassive

Notable overlap · 9 shared positions

$GLW $AMGN $EMR $DUK $UNP $WM

$239M

126 positions

#5CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$STT $ADI $TXN $EMR $KLAC $ETN

$1.3B

99 positions

#6Estabrook Capital ManagementPassive

Notable overlap · 9 shared positions

$GLW $C $AMGN $DUK $UNP $ETN

$739M

344 positions

#7PROFFITT & GOODSON INCActive

Notable overlap · 4 shared positions

$STT $EMR $ETN $TJX

$728M

298 positions

#8GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$GLW $STT $AMGN $DUK $ETN $T

$1.2B

383 positions

#9Ball & Co Wealth Management Inc.Active

Notable overlap · 5 shared positions

$STT $AMGN $GILD $PM $T

$141M

74 positions

#10Avantax Planning Partners, Inc.Active

Notable overlap · 3 shared positions

$STT $AMGN $TXN

$4.0B

454 positions

#11LightSquare Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$STT $ADI $UNP $ANET $ETN

$145M

104 positions

#12CHEMUNG CANAL TRUST COActive

Notable overlap · 8 shared positions

$GLW $ADI $EMR $DUK $UNP $WM

$541M

111 positions

#13Private Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$STT $ADI $T

$391M

95 positions

#14Insight Inv LLCPassive

Notable overlap · 6 shared positions

$GLW $TJX $MS $AMGN $C $EMR

$212M

109 positions

#15Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$STT $AMGN $TXN $EMR $UNP $ETN

$108M

52 positions

#16Midwest Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$STT $KLAC $WM $TJX $UNP

$246M

210 positions

#17Stonebrook Private Inc.Passive

Notable overlap · 3 shared positions

$STT $ADI $ETN

$548M

271 positions

#18Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 5 shared positions

$STT $AMGN $WM $ANET $ETN

$169M

339 positions

#19Massachusetts Wealth ManagementPassive

Notable overlap · 6 shared positions

$GLW $STT $AMGN $C $EMR $WFC

$262M

98 positions

#20Walsh & Associates, LLCActive

Notable overlap · 4 shared positions

$STT $WFC $PM $UNP

$122M

245 positions

#21FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive

Notable overlap · 8 shared positions

$STT $AMGN $TJX $MS $ADI $ETN

$8.2B

442 positions

#22American National Bank of TexasActive

Notable overlap · 4 shared positions

$STT $PM $UNP $AMGN

$110M

56 positions

#23HORIZON FINANCIAL SERVICES, LLCPassive

Notable overlap · 3 shared positions

$STT $DUK $T

$261M

646 positions

#24Advisory Alpha, LLCActive

Notable overlap · 4 shared positions

$STT $KLAC $PM $DUK

$4.1B

571 positions

#25Sterling Group Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$STT $GLW $WFC

$244M

62 positions

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View GLOBALT Investments / GA’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.