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 GQG Partners

13F Portfolio OverlapQ2 2026GQG Partners portfolio →

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Most similar hedge funds by 13F overlap

GQG Partners LLC is an institutional investor managing $53.8B across 102 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 GQG Partners are Vigil Wealth, Ridgepath, TrueMark Investments, with shared positions in $PM, $MO, $ENB, $TRP, $VZ, $BTI. The full ranking of 25 similar funds is below.

#1Vigil Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$PM $MO $ENB $TRP

$140M

81 positions

#2Ridgepath Capital Management LLCActive

Substantial overlap · 4 shared positions

$PM $MO $VZ $BTI

$227M

54 positions

#3TrueMark Investments, LLCPassive

Substantial overlap · 10 shared positions

$PM $VZ $BTI $AEP $ENB $CI

$798M

187 positions

#4Fee-Only Financial Planning, L.C.Smart money

Substantial overlap · 4 shared positions

$PM $MO $AEP $T

$187M

45 positions

#5SIMA Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$PM $MO $DUK $BTI

$141M

130 positions

#6Weinberger Asset Management, IncActive

Notable overlap · 3 shared positions

$PM $MO $BP

$312M

101 positions

#7OPAL CAPITAL LLCPassive

Notable overlap · 10 shared positions

$PM $BTI $VZ $AEP $ENB $CI

$560M

136 positions

#8Forthright Family Wealth Advisory LLCActive

Notable overlap · 3 shared positions

$PM $MO $PGR

$177M

57 positions

#9Kennon-Green & Company, LLCActive

Notable overlap · 6 shared positions

$PM $MO $BTI $UL $HSY $NVS

$128M

41 positions

#10HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$PM $ENB $MO $CB $HSY $PGR

$252M

43 positions

#11Graver Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$PM $MO $DUK

$140M

26 positions

#12Cullen Capital Management, LLCActive

Notable overlap · 10 shared positions

$CB $PM $MO $DUK $TRV $BTI

$10.2B

208 positions

#13Keystone Financial Planning, Inc.Smart money

Notable overlap · 7 shared positions

$MO $VZ $BTI $PM $UL $T

$388M

39 positions

#14Investmark Advisory Group LLCPassive

Notable overlap · 3 shared positions

$PM $MO $T

$263M

148 positions

#15Dupree Financial Group, LLCPassive

Notable overlap · 5 shared positions

$ENB $VZ $BTI $T $BP

$267M

81 positions

#16BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$MO $PM $CB $VZ $TRV $DUK

$515M

142 positions

#17Measured Risk Portfolios, Inc.Active

Notable overlap · 5 shared positions

$MO $VZ $PM $AEP $DUK

$112M

63 positions

#18AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$PM $BTI $TRV $MO $CVS $BP

$745M

184 positions

#19Holland Advisory Services, Inc.Active

Notable overlap · 4 shared positions

$PM $MO $TRV $DELL

$91M

49 positions

#20Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$PM $BTI $MO

$296M

60 positions

#21Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$PM $MO $VZ $NEE $UL $HSY

$497M

948 positions

#22Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$PM $MO $DUK

$1.2B

127 positions

#23Financial Strategies Group, Inc.Active

Notable overlap · 4 shared positions

$CB $PGR $VZ $PM

$628M

100 positions

#24Capital Innovations LLCPassive

Notable overlap · 9 shared positions

$ENB $TRP $AWK $NEE $XEL $AEP

$385M

51 positions

#25Paradigm Capital Management, LLC/NVActive

Notable overlap · 5 shared positions

$MO $VZ $T $PM $DUK

$116M

65 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.