Hedge Funds Similar to GM Advisory Group

13F Portfolio OverlapQ1 2026GM Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

GM Advisory Group, LLC is an institutional investor managing $2.6B across 374 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GM Advisory Group are Sharkey, Howes & Javer, Altiora Financial Group, Independent Family Office, with shared positions in $IAU, $IBIT, $AXP, $KLAC, $UBER, $CRCL. The full ranking of 25 similar funds is below.

#1Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $IBIT $AXP

$829M

163 positions

#2Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $KLAC

$634M

112 positions

#3Independent Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $AXP

$249M

85 positions

#4TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $UBER $CRCL

$983M

170 positions

#5Proficio Capital Partners LLC

Notable overlap · 3 shared positions

$IAU $IBIT $UBER

$2.8B

691 positions

#6RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $AON $KLAC

$218M

108 positions

#7Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $KLAC $IBIT

$378M

224 positions

#8Dynasty Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $KLAC $AXP

$13.5B

367 positions

#9Modus Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $UBER

$405M

118 positions

#10TENET WEALTH PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $KLAC

$134M

101 positions

#11NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$IAU $IBIT $AXP

$270M

74 positions

#12Gibson Capital, LLCSmart money

Notable overlap · 3 shared positions

$IAU $IBIT $KLAC

$610M

94 positions

#13EQUITABLE TRUST COPassive

Notable overlap · 3 shared positions

$IAU $AXP $KLAC

$2.4B

452 positions

#14Palisades Hudson Asset Management, L.P.Active

Some overlap · 3 shared positions

$IAU $AXP $KLAC

$286M

108 positions

#15Zhang Financial LLCActive

Some overlap · 4 shared positions

$IAU $IBIT $AXP $KLAC

$3.4B

392 positions

#16AlTi Global, Inc.Active

Some overlap · 3 shared positions

$IAU $IBIT $WULF

$4.8B

505 positions

#17Wealthspire Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $AON $AXP $IBIT

$18.2B

1,298 positions

#18Bulltick Wealth Management, LLCPassive

Some overlap · 3 shared positions

$IAU $IBIT $UBER

$490M

134 positions

#19ABLE Financial Group, LLCPassive

Some overlap · 3 shared positions

$IAU $UBER $KLAC

$596M

222 positions

#20Silverleafe Capital Partners, LLCActive

Some overlap · 3 shared positions

$IAU $IBIT $KLAC

$367M

99 positions

#21LVM CAPITAL MANAGEMENT LTD/MIActive

Some overlap · 3 shared positions

$AXP $IAU $UBER

$1.2B

163 positions

#22New Capital Management LPSmart money

Some overlap · 3 shared positions

$IAU $IBIT $AON

$439M

60 positions

#23Colter Lewis Investment Partners LLCActive

Some overlap · 3 shared positions

$AXP $IBIT $IAU

$225M

114 positions

#24J2 Capital Management IncActive

Some overlap · 3 shared positions

$IAU $IBIT $ULTA

$149M

123 positions

#25PROATHLETE WEALTH MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$AXP $IBIT $IAU

$404M

300 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.