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Hedge Funds Similar to GoalFusion Wealth

13F Portfolio OverlapQ2 2026GoalFusion Wealth portfolio →
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Most similar hedge funds by 13F overlap

GoalFusion Wealth Management, LLC is an institutional investor managing $248M across 32 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 GoalFusion Wealth are Catalyst Investment, PLANNING DIRECTIONS, Leonard Rickey Investment Advisors P.L.L.C., with shared positions in $DOV, $NEE, $DELL, $GD, $ADI, $AIZ. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$DOV$NEE$DELL
$110M
73 positions
#2PLANNING DIRECTIONS INCActive
Notable overlap · 3 shared positions
$DOV$DELL$NEE
$216M
110 positions
#3Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$GD$ADI
$637M
125 positions
#4McKinley Carter Wealth Services, Inc.Active
Some overlap · 3 shared positions
$DOV$DELL$GD
$1.9B
322 positions
#5Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$NEE$GD
$216M
101 positions
#6Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$DOV$DELL$NEE
$108M
90 positions
#7Proficio Capital Partners LLC
Some overlap · 3 shared positions
$DOV$DELL$ADI
$2.8B
691 positions
#8Asset Management Group, Inc.Passive
Some overlap · 4 shared positions
$DOV$DELL$ADI$AIZ
$683M
137 positions
#9STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DOV$NEE$GD
$592M
181 positions
#10CFS Investment Advisory Services, LLCPassive
Some overlap · 3 shared positions
$DOV$NEE$GD
$1.5B
357 positions
#11Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$DOV$DELL$ADI
$829M
163 positions
#12Austin Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$NEE$GD
$473M
126 positions
#13Front Row Advisors LLCPassive
Slight overlap · 3 shared positions
$DOV$DELL$ADI
$345M
576 positions
#14BRIGHTON JONES LLCActive
Slight overlap · 3 shared positions
$DOV$DELL$ARM
$5.4B
1,423 positions
#15Family Legacy Financial Solutions, LLCActive
Slight overlap · 3 shared positions
$DOV$ADI$ARM
$164M
65 positions
#16iSAM Funds (UK) LtdPassive
Slight overlap · 3 shared positions
$NEE$DOV$AIZ
$142M
241 positions
#17Sarver Vrooman Wealth AdvisorsSmart money
Slight overlap · 4 shared positions
$DELL$GD$DOV$NEE
$168M
145 positions
#18Wagner Wealth Management, CorpPassive
Slight overlap · 3 shared positions
$DOV$NEE$GD
$124M
101 positions
#19WASHINGTON TRUST CoPassive
Slight overlap · 3 shared positions
$DELL$NEE$ADI
$3.2B
296 positions
#20Rockline Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$NEE$GD
$522M
107 positions
#21Mizuho Markets Cayman LPActive
Slight overlap · 3 shared positions
$DELL$NEE$ARM
$2.7B
95 positions
#22Charter Oak Capital Management, LLC
Slight overlap · 3 shared positions
$DOV$NEE$ADI
$1.3B
208 positions
#23FLPUTNAM INVESTMENT MANAGEMENT COActive
Slight overlap · 3 shared positions
$DELL$NEE$ADI
$8.4B
655 positions
#24Gunderson Capital Management Inc.Active
Slight overlap · 3 shared positions
$DELL$ARM$ADI
$370M
52 positions
#25Proem Advisors LLCActive
Slight overlap · 3 shared positions
$DELL$ARM$ADI
$1.9B
56 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.