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Hedge Funds Similar to GREAT VALLEY ADVISOR GROUP

13F Portfolio OverlapQ2 2026GREAT VALLEY ADVISOR GROUP portfolio →
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Most similar hedge funds by 13F overlap

GREAT VALLEY ADVISOR GROUP, INC. is an institutional investor managing $6.3B across 1,055 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 GREAT VALLEY ADVISOR GROUP are RM Financial Services, QUANTUM FINANCIAL PARTNERS, OMNI 360 Wealth, with shared positions in $GLDM, $BAH, $SLV, $ANET, $VRT, $MCD. The full ranking of 25 similar funds is below.

#1RM Financial Services, LLCPassive
Some overlap · 4 shared positions
$GLDM$BAH$SLV$ANET
$135M
79 positions
#2QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 7 shared positions
$BAH$SLV$VRT$MCD$NEE$MO
$196M
153 positions
#3OMNI 360 Wealth, Inc.Active
Some overlap · 4 shared positions
$BAH$GLDM$MCD$NEE
$216M
135 positions
#4FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 4 shared positions
$GLDM$VRT$MCD$NEE
$1.7B
208 positions
#5Mission Creek Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$GLDM$VRT$NEE$ANET
$569M
231 positions
#6SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$GLDM$VRT$ANET$CRWD
$5.6B
669 positions
#7Gradient Investments LLCPassive
Some overlap · 4 shared positions
$GLDM$MCD$NEE$CRWD
$7.2B
448 positions
#8Bravias Capital Group, LLCActive
Some overlap · 3 shared positions
$GLDM$SLV$NEE
$168M
97 positions
#9Capital Planning Advisors, LLC
Some overlap · 4 shared positions
$GLDM$VRT$ANET$NEE
$692M
146 positions
#10Walkner Condon Financial Advisors LLCPassive
Some overlap · 3 shared positions
$GLDM$BAH$ANET
$871M
344 positions
#11Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$GLDM$VRT$MO$CRWD
$251M
74 positions
#12National Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$BAH$SLV$VRT$ANET
$323M
226 positions
#13My Portfolio Guide, LLC
Some overlap · 4 shared positions
$GLDM$VRT$MO$ANET
$181M
166 positions
#14Aspetuck Financial Management LLCActive
Some overlap · 5 shared positions
$GLDM$VRT$NEE$MO$CRWD
$170M
79 positions
#15MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GLDM$BAH$CRWD
$162M
106 positions
#16Bangor Savings BankActive
Some overlap · 3 shared positions
$GLDM$MCD$NEE
$1.4B
543 positions
#17Hollow Brook Wealth Management LLCActive
Some overlap · 3 shared positions
$GLDM$VRT$MCD
$504M
78 positions
#18Hobbs Group Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$VRT$CRWD
$380M
164 positions
#19Evernest Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$MCD$MO
$478M
191 positions
#20Integrity Wealth Solutions LLCActive
Some overlap · 3 shared positions
$GLDM$NEE$CRWD
$271M
129 positions
#21Cedar Point Capital Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$NEE$CRWD
$174M
77 positions
#22Paladin Wealth, LLCPassive
Some overlap · 4 shared positions
$GLDM$MCD$NEE$CRWD
$172M
134 positions
#23KICKSTAND VENTURES, LLC.Active
Some overlap · 3 shared positions
$GLDM$ANET$MO
$550M
154 positions
#24CONTINUUM WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$GLDM$MCD$CRWD
$296M
82 positions
#25RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$GLDM$MCD$NEE
$581M
172 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.