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Hedge Funds Similar to Gibson ,

13F Portfolio OverlapQ1 2026Gibson , portfolio →
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Most similar hedge funds by 13F overlap

Gibson Capital, LLC is an institutional investor managing $537M across 87 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Gibson , are Passive ,, Heritage Wealth , /Texas, SWAN, with shared positions in $SCHW, $PM, $UNIT, $IAU, $HUM, $IBIT. The full ranking of 25 similar funds is below.

#1Passive Capital Management, LLC.Active
Substantial overlap · 3 shared positions
$SCHW$PM$UNIT
$335M
104 positions
#2Heritage Wealth Management, Inc./TexasSmart money
Substantial overlap · 3 shared positions
$SCHW$IAU$HUM
$234M
41 positions
#3SWAN Capital LLCPassive
Notable overlap · 3 shared positions
$SCHW$HUM$UNIT
$272M
554 positions
#4DecisionPoint Financial, LLCActive
Notable overlap · 3 shared positions
$SCHW$IAU$IBIT
$464M
679 positions
#5BAYSHORE ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$SCHW$IAU$HUM
$251M
40 positions
#6Horizons Wealth ManagementActive
Notable overlap · 5 shared positions
$SCHW$IAU$IBIT$HUM$SLV
$152M
170 positions
#7Archvest Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$SCHW$HUM$IBM
$155M
74 positions
#8Johnson Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$SCHW$IAU$HUM
$207M
49 positions
#9CAMBRIDGE CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SCHW$HUM$UNIT
$232M
44 positions
#10Note Advisors, LLCActive
Notable overlap · 3 shared positions
$SCHW$IAU$HUM
$200M
85 positions
#11Magnolia Wealth Management, LLCActive
Notable overlap · 4 shared positions
$SCHW$IAU$KO$SLV
$172M
212 positions
#12AWM CAPITAL, LLCActive
Notable overlap · 4 shared positions
$SCHW$IAU$HUM$IBIT
$1.1B
113 positions
#13Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$SCHW$IAU$HUM
$420M
120 positions
#14SVRN Asset Management, LLCActive
Notable overlap · 3 shared positions
$SCHW$HUM$UNIT
$103M
37 positions
#15Rockwood Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$SCHW$IAU$HUM$UNIT
$1.4B
118 positions
#16Omega Financial Group, LLCPassive
Notable overlap · 3 shared positions
$SCHW$HUM$UNIT
$308M
101 positions
#17Wrenne Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$SCHW$HUM$UNIT
$255M
49 positions
#18Financial Alternatives, IncActive
Notable overlap · 4 shared positions
$SCHW$IAU$HUM$UNIT
$185M
79 positions
#19Zeit Capital LLCActive
Some overlap · 4 shared positions
$SCHW$UNIT$MMM$IBM
$149M
52 positions
#20Employees' Retirement Fund of the City of Fort WorthActive
Some overlap · 4 shared positions
$SCHW$HUM$UNIT$SLV
$230M
21 positions
#21Ariston Services GroupActive
Some overlap · 3 shared positions
$SCHW$IAU$HUM
$167M
71 positions
#22Prairiewood Capital, LLCActive
Some overlap · 3 shared positions
$SCHW$MO$MMM
$346M
77 positions
#23CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 3 shared positions
$SCHW$HUM$IBM
$363M
102 positions
#24Flagstone Financial ManagementSmart money
Some overlap · 3 shared positions
$SCHW$HUM$IAU
$403M
71 positions
#25Firestone Capital ManagementPassive
Some overlap · 5 shared positions
$SCHW$IAU$HUM$UNIT$KO
$480M
160 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.