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 OverlapQ2 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 Q2 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, LONGFELLOW INVESTMENT, with shared positions in $VZ, $O, $HCXY, $CWEN, $VICI, $MPLX. The full ranking of 25 similar funds is below.

#1TECTONIC ADVISORS LLCActive

Notable overlap · 11 shared positions

$VZ $O $HCXY $CWEN $VICI $MPLX

$2.1B

289 positions

#2Sound Income Strategies, LLCPassive

Notable overlap · 10 shared positions

$HCXY $O $TSLX $AMCR $ENB $PFE

$2.2B

483 positions

#3LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive

Notable overlap · 8 shared positions

$CCZ $VZ $PFE $UPS $MPLX $BMY

$489M

244 positions

#4BCWM, LLCPassive

Notable overlap · 6 shared positions

$SWK $BMY $CCZ $VZ $UPS $PFE

$342M

57 positions

#5CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$SWK $BBY $BMY $UPS $CCZ $PFE

$1.5B

184 positions

#6ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

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

$665M

122 positions

#7Canal Insurance COActive

Notable overlap · 7 shared positions

$BMY $D $VZ $PFE $EPD $FCX

$456M

76 positions

#8Signature Wealth Management Group

Notable overlap · 6 shared positions

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

$263M

128 positions

#9Hillman Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$BMY $CCZ $VZ $UPS $PFE $GSK

$138M

54 positions

#10Optimist Retirement Group LLCActive

Notable overlap · 7 shared positions

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

$259M

118 positions

#11Miller Global Investments, LLCPassive

Notable overlap · 7 shared positions

$VZ $BMY $PSTL $O $PFE $VICI

$121M

295 positions

#12MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 7 shared positions

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

$3.8B

152 positions

#13Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

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

$112M

63 positions

#14VAUGHAN & Co SECURITIES, INC.Smart money

Notable overlap · 6 shared positions

$BMY $VZ $UPS $VICI $PFE $GSK

$214M

61 positions

#15Adams Asset Advisors, LLCActive

Notable overlap · 8 shared positions

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

$882M

88 positions

#16CHIRON CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$BMY $PFE $CCZ $EPD $KMB $VZ

$111M

136 positions

#17Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$BMY $BBY $UPS $PFE $VZ $FCX

$229M

166 positions

#18Adelante Capital Management LLC

Notable overlap · 6 shared positions

$O $RHP $VICI $LAMR $VTR $MRP

$1.5B

42 positions

#19HOURGLASS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$UPS $LAMR $PFE $VZ $FCX $GSK

$508M

127 positions

#20SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$VTR $ENB $EPD $VZ $O $FCX

$296M

134 positions

#21Kinloch Capital, LLCPassive

Some overlap · 5 shared positions

$SWK $O $AMCR $CLX $KMB

$274M

79 positions

#22Lombard Odier Asset Management (USA) CorpPassive

Some overlap · 5 shared positions

$BMY $CCZ $UPS $PFE $FCX

$727M

142 positions

#23Keystone Financial Planning, Inc.Active

Some overlap · 5 shared positions

$BMY $VZ $UPS $PFE $GSK

$388M

39 positions

#24CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Some overlap · 6 shared positions

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

$2.2B

73 positions

#25Argent Advisors, Inc.Passive

Some overlap · 8 shared positions

$VZ $PFE $ENB $GSK $LAMR $EPD

$400M

186 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.