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 Gilman Hill Asset ,

13F Portfolio OverlapQ1 2026Gilman Hill Asset , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Gilman Hill Asset Management, LLC is an institutional investor managing $731M across 236 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 Gilman Hill Asset , are TECTONIC ADVISORS, Sound Income Strategies,, TrueMark Investments,, with shared positions in $CWEN, $VZ, $ENB, $SCHW, $EPD, $MPLX. The full ranking of 25 similar funds is below.

#1TECTONIC ADVISORS LLCActive

Notable overlap · 12 shared positions

$CWEN $VZ $ENB $SCHW $EPD $MPLX

$1.9B

267 positions

#2Sound Income Strategies, LLCPassive

Notable overlap · 10 shared positions

$HCXY $TSLX $PFE $O $ENB $TTE

$2.1B

2,596 positions

#3TrueMark Investments, LLCPassive

Notable overlap · 8 shared positions

$VZ $D $UPS $MPLX $ENB $TTE

$514M

167 positions

#4Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$BMY $VZ $PFE $SWK $UPS $BBY

$223M

109 positions

#5ADVOCATE GROUP LLCActive

Notable overlap · 7 shared positions

$VZ $BMY $PFE $D $ENB $UPS

$639M

126 positions

#6LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 7 shared positions

$VZ $PFE $MPLX $EPD $BMY $UPS

$480M

243 positions

#7Signature Wealth Management GroupPassive

Notable overlap · 6 shared positions

$BMY $O $PFE $LAMR $UPS $KMB

$263M

128 positions

#8Measured Risk Portfolios, Inc.Passive

Notable overlap · 6 shared positions

$VZ $CWEN $O $CLX $UPS $KMB

$91M

66 positions

#9Hillman Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$BMY $VZ $PFE $UPS $CAG $GSK

$144M

56 positions

#10Miller Global Investments, LLCPassive

Notable overlap · 8 shared positions

$VZ $BMY $PSTL $PFE $SCHW $O

$109M

279 positions

#11CHIRON CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$BMY $PFE $VZ $EPD $UPS $ET

$98M

117 positions

#12Optimist Retirement Group LLCActive

Notable overlap · 8 shared positions

$VZ $BMY $PFE $BBY $KMB $EPD

$227M

113 positions

#13MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 7 shared positions

$LAMR $VZ $MPLX $EPD $ENB $ET

$3.7B

138 positions

#14PARK CIRCLE CoActive

Notable overlap · 8 shared positions

$VZ $PFE $COLB $TTE $WU $TSLX

$108M

51 positions

#15BCWM, LLCPassive

Notable overlap · 5 shared positions

$VZ $BMY $PFE $SWK $UPS

$353M

57 positions

#16Old North State Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$SWK $PFE $VZ $ENB $ET $VTR

$216M

112 positions

#17OPAL CAPITAL LLCPassive

Notable overlap · 6 shared positions

$VZ $D $UPS $MPLX $ENB $GSK

$565M

141 positions

#18Adams Asset Advisors, LLCActive

Notable overlap · 7 shared positions

$VZ $MPLX $EPD $ET $PFE $KMB

$891M

88 positions

#19WILSEY ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$VZ $PFE $SWK $VICI $CAG

$638M

25 positions

#20CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 6 shared positions

$KNTK $MPLX $EPD $ENB $ET $PAGP

$2.0B

66 positions

#21Verity & Verity, LLCActive

Some overlap · 5 shared positions

$VZ $PFE $VICI $UPS $ENB

$1.3B

138 positions

#22Energy Income Partners, LLCActive

Some overlap · 6 shared positions

$CWEN $MPLX $EPD $D $ET $PAGP

$6.2B

87 positions

#23Dupree Financial Group, LLCPassive

Some overlap · 5 shared positions

$VZ $O $UPS $ENB $CAG

$248M

71 positions

#24Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$O $VZ $EPD $ENB $VICI $MPLX

$354M

164 positions

#25SL ADVISORS, LLCActive

Some overlap · 6 shared positions

$KNTK $MPLX $EPD $ENB $ET $PAGP

$59M

32 positions

Compare Gilman Hill Asset ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Gilman Hill Asset ,’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.