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Hedge Funds Similar to GoalVest Advisory

13F Portfolio OverlapQ2 2026GoalVest Advisory portfolio →
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Most similar hedge funds by 13F overlap

GoalVest Advisory LLC is an institutional investor managing $539M across 500 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 GoalVest Advisory are GENTRY PRIVATE WEALTH, Pinion Investment Advisors, CLG, with shared positions in $AAAU, $TER, $NEE, $BKR, $PFG, $WMB. The full ranking of 25 similar funds is below.

#1GENTRY PRIVATE WEALTH, LLCSmart money
Substantial overlap · 13 shared positions
$AAAU$TER$NEE$BKR$PFG$WMB
$194M
108 positions
#2Pinion Investment Advisors, LLCActive
Notable overlap · 11 shared positions
$AAAU$TER$WMB$NEE$MCD$OKE
$527M
205 positions
#3CLG LLCActive
Some overlap · 3 shared positions
$AAAU$MO$LMT
$455M
156 positions
#4Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$NEE$WMB$MCD$OKE$LMT
$467M
118 positions
#5MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 6 shared positions
$VLO$MCD$MO$LMT$WMB$PM
$628M
202 positions
#6Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$NEE$WMB$MCD$LMT$T
$151M
70 positions
#7FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$NEE$WMB$MCD$MO$T
$1.7B
256 positions
#8KDT Advisors, LLCPassive
Some overlap · 6 shared positions
$NEE$MCD$OKE$MO$PM$VLO
$72M
73 positions
#9SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 6 shared positions
$WMB$VLO$NEE$OKE$BKR$DLR
$530M
308 positions
#10FARMERS TRUST CO
Some overlap · 5 shared positions
$NEE$MCD$LMT$T$PM
$637M
203 positions
#11Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$WMB$OKE$MO$OHI$LMT
$1.0B
207 positions
#12WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$TER$NEE$LMT
$1.3B
73 positions
#13O'Domhnaill Enterprises, Inc.Passive
Some overlap · 5 shared positions
$WMB$VLO$MO$LMT$PM
$125M
61 positions
#14Tandem Financial, LLCActive
Some overlap · 3 shared positions
$AAAU$PM$MO
$332M
101 positions
#15Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$AAAU$NEE$OKE$LMT
$155M
107 positions
#16Wheelhouse Advisory Group LLCActive
Some overlap · 5 shared positions
$NEE$MO$MCD$T$PM
$354M
55 positions
#17ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 4 shared positions
$BKR$WMB$VLO$OKE
$763M
51 positions
#18FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$NEE$WMB$MCD$LMT
$5.3B
210 positions
#19Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$OKE$MCD$MO$T$PM
$116M
65 positions
#20MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$TER$NEE$VLO$MCD
$272M
149 positions
#21Greenfield Savings BankPassive
Some overlap · 5 shared positions
$NEE$LMT$MCD$PM$VLO
$264M
148 positions
#22VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$NEE$WMB$MO$T
$1.1B
146 positions
#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$OKE$MCD$LMT$T$PM
$233M
122 positions
#24Stack Financial Management, IncActive
Some overlap · 4 shared positions
$NEE$BKR$LMT$T
$1.3B
54 positions
#25Cadent Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$TER$WMB$OKE
$485M
201 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.