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 GW HENSSLER & ASSOCIATES LTD

13F Portfolio OverlapQ2 2026GW HENSSLER & ASSOCIATES LTD portfolio →

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Most similar hedge funds by 13F overlap

GW HENSSLER & ASSOCIATES LTD is an institutional investor managing $2.2B across 268 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 GW HENSSLER & ASSOCIATES LTD are Magellan Asset Ltd, Baugh & Associates, Energy Income Partners, with shared positions in $SRE, $EVRG, $D, $SO, $AEP, $ETR. The full ranking of 25 similar funds is below.

#1Magellan Asset Management LtdActive

Notable overlap · 8 shared positions

$SRE $EVRG $D $SO $AEP $ETR

$4.5B

78 positions

#2Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$SO $TFC $ANET $ASML $MO $MS

$226M

42 positions

#3Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$AEP $SRE $SO $EVRG $ETR $D

$6.4B

88 positions

#4Plan Group Financial, LLCPassive

Notable overlap · 7 shared positions

$FITB $SO $AEP $D $MO $PM

$486M

249 positions

#5ANTIPODES PARTNERS LtdActive

Notable overlap · 6 shared positions

$AEP $SRE $EVRG $TTE $D $ETR

$5.5B

130 positions

#6Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 6 shared positions

$AEP $SO $TFC $D $MO $PM

$187M

45 positions

#7GQG Partners LLCActive

Notable overlap · 7 shared positions

$AEP $ALL $TRV $MO $PM $VZ

$53.8B

102 positions

#8Paradigm Capital Management, LLC/NVActive

Notable overlap · 7 shared positions

$TFC $D $USB $MO $AMGN $PM

$116M

65 positions

#9GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$AEP $TFC $D $ETR $AMGN $NVS

$1.2B

383 positions

#10First Bank & TrustPassive

Notable overlap · 8 shared positions

$TTE $USB $AMGN $PM $VZ $SO

$680M

270 positions

#11EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$TRV $TFC $TTE $USB $SCHW $VZ

$5.2B

76 positions

#12ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$EVRG $SO $D $SCHW $MS $VZ

$665M

122 positions

#13TrueMark Investments, LLCPassive

Notable overlap · 6 shared positions

$AEP $ASML $MO $TTE $PM $VZ

$798M

187 positions

#14Code Waechter LLCPassive

Notable overlap · 7 shared positions

$TTE $TFC $USB $AMGN $MS $PM

$193M

127 positions

#15SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 6 shared positions

$AEP $SO $MO $VZ $TMO $AMGN

$275M

77 positions

#16Disciplined Equity Management, Inc.Smart money

Notable overlap · 5 shared positions

$ANET $TFC $USB $MO $VZ

$226M

45 positions

#17High Point Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$SO $AEP $ETR $PM $MO $EVRG

$122M

250 positions

#18Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$TFC $TRV $MO $MS $NVS $PM

$10.2B

208 positions

#19HF Advisory Group, LLCPassive

Notable overlap · 6 shared positions

$SO $TFC $SCHW $MO $PM $VZ

$323M

168 positions

#20CAPITAL CITY TRUST CO/FLPassive

Some overlap · 5 shared positions

$ANET $TRV $AEP $TMO $PM

$482M

129 positions

#21DJE Kapital AGActive

Some overlap · 6 shared positions

$ANET $ASML $TTE $AEM $MS $VZ

$5.3B

124 positions

#22PARK CIRCLE CoActive

Some overlap · 7 shared positions

$TRV $MO $PM $VZ $TFC $HAS

$117M

53 positions

#23Wolff Financial Management LLCActive

Some overlap · 7 shared positions

$AEP $MO $VZ $PFG $PM $USB

$501M

106 positions

#24Global Wealth Management Investment Advisory, Inc.Passive

Some overlap · 6 shared positions

$TFC $D $SO $AMGN $MS $VZ

$703M

160 positions

#25Interactive Financial AdvisorsActive

Some overlap · 5 shared positions

$AEP $ALL $USB $SO $MS

$164M

74 positions

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View GW HENSSLER & ASSOCIATES LTD’s holdings

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.