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 Gibson

13F Portfolio OverlapQ2 2026Gibson portfolio →

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Most similar hedge funds by 13F overlap

Gibson Capital, LLC is an institutional investor managing $610M across 94 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 Gibson are TENET WEALTH PARTNERS, RiverGlades Family Offices, MBA Advisors, with shared positions in $IAU, $PM, $MO, $IBIT, $ETN, $KLAC. The full ranking of 25 similar funds is below.

#1TENET WEALTH PARTNERS, LLCActive

Notable overlap · 6 shared positions

$IAU $PM $MO $IBIT $ETN $KLAC

$134M

101 positions

#2RiverGlades Family Offices LLCActive

Notable overlap · 5 shared positions

$IAU $PM $ETN $SLV $KLAC

$218M

108 positions

#3MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $MO $PM $FNB

$297M

166 positions

#4Highland Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $PM $MO

$455M

73 positions

#5Forthright Family Wealth Advisory LLCActive

Notable overlap · 3 shared positions

$IAU $PM $MO

$177M

57 positions

#6Sagace Wealth Management LLCActive

Notable overlap · 4 shared positions

$IAU $IBIT $MMM $ETN

$159M

71 positions

#7JSF Financial, LLCActive

Notable overlap · 4 shared positions

$IAU $MO $FN $KLAC

$632M

142 positions

#8DWM Financial Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $IBIT $ETN $SLV

$112M

40 positions

#9White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$IAU $PM $MO

$802M

151 positions

#10Shah Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $PM $MO

$433M

79 positions

#11VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $MMM

$399M

99 positions

#12NKCFO LLCActive

Notable overlap · 4 shared positions

$IAU $IBIT $SLV $COHR

$330M

92 positions

#13NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$IAU $IBIT $MMM

$270M

74 positions

#14ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 3 shared positions

$IAU $IBIT $ETN

$753M

223 positions

#15Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $SLV

$125M

35 positions

#16Global Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $SLV

$196M

47 positions

#17Proficio Capital Partners LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $SLV

$2.8B

691 positions

#18GM Advisory Group, LLC

Notable overlap · 3 shared positions

$IAU $IBIT $KLAC

$2.6B

374 positions

#19MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$IAU $PM $SLV $MO

$1.4B

144 positions

#20Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $KLAC

$634M

112 positions

#21Kelly Financial Services LLCActive

Notable overlap · 3 shared positions

$IAU $PM $KLAC

$467M

141 positions

#22Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$IAU $MMM $SLV

$211M

62 positions

#23Palisades Hudson Asset Management, L.P.Active

Notable overlap · 5 shared positions

$IAU $FITB $PNC $SLV $KLAC

$286M

108 positions

#24Skyline Advisors, Inc.Active

Notable overlap · 5 shared positions

$IAU $PM $MO $PNC $KLAC

$319M

123 positions

#25Harbour Wealth Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $COHR $ETN

$148M

89 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.