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 OverlapQ3 2026Gilman Hill Asset portfolio →

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Most similar hedge funds by 13F overlap

Gilman Hill Asset Management, LLC is an institutional investor managing $718M across 222 U.S. equity positions as of Q3 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 LLCPassive

Notable overlap · 11 shared positions

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

$2.2B

277 positions

#2Sound Income Strategies, LLCPassive

Notable overlap · 10 shared positions

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

$2.2B

478 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

$3.3B

229 positions

#6ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

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

$646M

122 positions

#7Canal Insurance COActive

Notable overlap · 7 shared positions

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

$426M

73 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

$124M

327 positions

#12MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 7 shared positions

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

$3.7B

159 positions

#13Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

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

$94M

64 positions

#14VAUGHAN & Co SECURITIES, INC.Smart money

Notable overlap · 6 shared positions

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

$213M

61 positions

#15Adams Asset Advisors, LLCActive

Notable overlap · 8 shared positions

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

$984M

94 positions

#16CHIRON CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

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

$101M

125 positions

#17Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

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

$116M

172 positions

#18Adelante Capital Management LLCActive

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

$488M

125 positions

#20SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

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

$298M

133 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

$404M

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

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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.