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Hedge Funds Similar to Gilbert & Cook,

13F Portfolio OverlapQ1 2026Gilbert & Cook, portfolio →
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Most similar hedge funds by 13F overlap

Gilbert & Cook, Inc. is an institutional investor managing $774M across 221 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 Gilbert & Cook, are Stronghold Wealth L.L.C., Columbus Macro,, SPINNAKER, with shared positions in $EPAM, $PH, $WFC, $PM, $COP, $ARCC. The full ranking of 25 similar funds is below.

#1Stronghold Wealth Management L.L.C.Passive
Slight overlap · 5 shared positions
$EPAM$PH$WFC$PM$COP
$66M
119 positions
#2Columbus Macro, LLCPassive
Slight overlap · 3 shared positions
$ARCC$LHX$PH
$936M
200 positions
#3SPINNAKER TRUSTActive
Slight overlap · 3 shared positions
$ARCC$HLT$DE
$1.8B
285 positions
#4Trinity Financial Advisors LLCActive
Slight overlap · 3 shared positions
$ARCC$WFC$COP
$351M
89 positions
#5Prairiewood Capital, LLCActive
Slight overlap · 3 shared positions
$ARCC$WFC$DE
$346M
77 positions
#6Blume Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$ARCC$WFC$DE
$588M
337 positions
#7SIGMA INVESTMENT COUNSELORS INCActive
Slight overlap · 4 shared positions
$ARCC$HLT$UPS$COP
$1.9B
194 positions
#8ROMANO BROTHERS AND COMPANYPassive
Slight overlap · 3 shared positions
$ARCC$UPS$LHX
$880M
319 positions
#9Chesapeake Wealth ManagementPassive
Slight overlap · 3 shared positions
$EPAM$LHX$COP
$326M
159 positions
#10Great Diamond Partners, LLCPassive
Slight overlap · 3 shared positions
$EPAM$PH$COP
$520M
228 positions
#11Calamos Wealth Management LLCPassive
Slight overlap · 3 shared positions
$EPAM$WFC$DE
$2.9B
546 positions
#12BROWN, LISLE/CUMMINGS, INC.Passive
Slight overlap · 3 shared positions
$ARCC$LHX$DE
$400M
1,021 positions
#13Brookmont Capital ManagementActive
Slight overlap · 4 shared positions
$UPS$LHX$WFC$COP
$179M
59 positions
#14IAMS WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$UPS$LHX$WFC$COP
$287M
186 positions
#15ANCHYRA PARTNERS LLCPassive
Slight overlap · 3 shared positions
$EPAM$DE$CDNS
$330M
275 positions
#16Omnitrust Wealth Management, IncActive
Slight overlap · 5 shared positions
$LHX$PH$WFC$PM$COP
$77M
64 positions
#17Tanager Wealth Management LLPActive
Slight overlap · 3 shared positions
$EPAM$PM$COP
$1.0B
145 positions
#18WEDGEWOOD INVESTORS INC /PA/Passive
Slight overlap · 5 shared positions
$LHX$PH$PM$DE$COP
$87M
99 positions
#19Granite FO LLCActive
Slight overlap · 4 shared positions
$ARCC$PM$EPAM$UPS
$169M
170 positions
#20Trajan Wealth LLCActive
Slight overlap · 3 shared positions
$EPAM$WFC$PM
$2.5B
150 positions
#21St. Louis Trust CoActive
Slight overlap · 3 shared positions
$EPAM$PM$BN
$856M
145 positions
#22PCB Capital LLCPassive
Slight overlap · 4 shared positions
$UPS$WFC$PM$COP
$63M
101 positions
#23TOWNSQUARE CAPITAL LLCPassive
Slight overlap · 4 shared positions
$UPS$WFC$PM$COP
$444M
252 positions
#24Stonebridge Financial Planning Group, LLCPassive
Slight overlap · 3 shared positions
$ARCC$LHX$COP
$272M
171 positions
#25C2C Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ARCC$WFC$PM
$118M
92 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.