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Hedge Funds Similar to Gerber Kawasaki Wealth & Investment

13F Portfolio OverlapQ1 2026Gerber Kawasaki Wealth & Investment portfolio →
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Most similar hedge funds by 13F overlap

Gerber Kawasaki Wealth & Investment Management is an institutional investor managing $3.1B across 350 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 Gerber Kawasaki Wealth & Investment are 11 Partners, RPS ADVISORY SOLUTIONS, Defender ,, with shared positions in $DHR, $AXON, $GEV, $APH, $PWR, $TT. The full ranking of 25 similar funds is below.

#111 Capital Partners LPActive
Some overlap · 7 shared positions
$DHR$AXON$GEV$APH$PWR$TT
$348M
20 positions
#2RPS ADVISORY SOLUTIONS LLCActive
Some overlap · 4 shared positions
$DHR$GEV$MU$GSAT
$176M
108 positions
#3Defender Capital, LLC.Active
Some overlap · 3 shared positions
$DHR$AXON$PLTR
$282M
34 positions
#4guardian investment managementActive
Some overlap · 3 shared positions
$DHR$GEV$MU
$127M
60 positions
#5NZS Capital, LLCActive
Some overlap · 7 shared positions
$DHR$AXON$SHOP$APH$PWR$TT
$3.0B
58 positions
#6Hardy Reed LLCActive
Some overlap · 4 shared positions
$DHR$GEV$APH$TT
$1.4B
243 positions
#7TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$DHR$IAU$MU
$1.0B
266 positions
#8ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 4 shared positions
$DHR$SHOP$PLTR$ASML
$563M
127 positions
#9Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$DHR$MU$PLTR$GSAT
$1.9B
378 positions
#10CATALYST PRIVATE WEALTH, LLCActive
Some overlap · 5 shared positions
$DHR$CRM$PLTR$ASML$UBER
$185M
76 positions
#11Schubert & CoActive
Some overlap · 3 shared positions
$DHR$GEV$PWR
$123M
69 positions
#12WealthCollab, LLCPassive
Some overlap · 3 shared positions
$DHR$IAU$CRM
$243M
977 positions
#13Forum Private Client Group LLCActive
Some overlap · 3 shared positions
$DHR$IAU$TT
$300M
80 positions
#14HILL ISLAND FINANCIAL LLCActive
Some overlap · 3 shared positions
$DHR$MU$CRM
$412M
84 positions
#15Foguth Wealth Management, LLC.Passive
Some overlap · 3 shared positions
$DHR$IAU$GSAT
$857M
211 positions
#16WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$DHR$IAU$CRM
$139M
42 positions
#17Vantage Financial Partners, LLC
Some overlap · 3 shared positions
$DHR$CRM$PWR
$493M
212 positions
#18WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$DHR$CRM$ASML
$1.4B
49 positions
#19Triad Investment ManagementPassive
Some overlap · 3 shared positions
$DHR$ASML$DIS
$271M
51 positions
#20Solutions 4 Wealth, LtdPassive
Some overlap · 3 shared positions
$DHR$TT$GSAT
$66M
55 positions
#21Two Creeks Capital Management, LPActive
Some overlap · 3 shared positions
$DHR$ASML$UBER
$974M
22 positions
#22Dorsey Asset Management, LLCActive
Some overlap · 3 shared positions
$DHR$ASML$UBER
$1.3B
11 positions
#23SIMS INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DHR$DIS$UBER
$272M
35 positions
#24Alpha Financial Partners, LLCActive
Some overlap · 4 shared positions
$DHR$IAU$GEV$PWR
$169M
103 positions
#25Triavera Capital LLCActive
Some overlap · 3 shared positions
$DHR$DIS$UBER
$167M
16 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.