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Hedge Funds Similar to G&S

13F Portfolio OverlapQ1 2026G&S portfolio →
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Most similar hedge funds by 13F overlap

G&S Capital LLC is an institutional investor managing $345M across 155 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 G&S are TKG Advisors,, Allen Mooney & Barnes Investment Advisors, Murphy, Middleton, Hinkle & Parker,, with shared positions in $MDY, $ALPS, $DOW, $DELL, $ETR, $AXP. The full ranking of 25 similar funds is below.

#1TKG Advisors, LLCPassive
Substantial overlap · 17 shared positions
$MDY$ALPS$DOW$DELL$ETR$AXP
$242M
89 positions
#2Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 6 shared positions
$DOW$AXP$IBM$C$AFL$MDT
$695M
159 positions
#3Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 6 shared positions
$MDY$TT$IBM$CAH$WM$AFL
$216M
133 positions
#4FWL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ALPS$ETR$WMB$MDT$MU
$456M
346 positions
#5Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DELL$ALPS$C$MDT$MU
$151M
135 positions
#6LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$ALPS$AXP$IBM$WM
$192M
113 positions
#7Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$IBM$C$WMB$MDT$AFL
$685M
380 positions
#8Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$ETR$C$IBM$AFL$CAH
$277M
154 positions
#9Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$ETR$C$HIG$MU$CAH
$145M
69 positions
#10GFS Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$DELL$NDAQ$CAH
$785M
159 positions
#11Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$ALPS$WMB
$127M
62 positions
#12Palumbo Wealth Management LLCPassive
Some overlap · 5 shared positions
$ETR$DGX$WM$PHYS$IBM
$410M
221 positions
#13BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$AXP$C
$326M
390 positions
#14Aurora Investment CounselPassive
Some overlap · 4 shared positions
$DELL$ETR$NDAQ$HIG
$180M
106 positions
#15Veracity Capital LLCPassive
Some overlap · 5 shared positions
$MDY$AXP$WM$MU$WMB
$280M
201 positions
#16Collar Capital Management, LLCPassive
Some overlap · 4 shared positions
$DOW$C$ALPS$MU
$155M
72 positions
#17Richard C. Young & CO., LTD.Active
Some overlap · 4 shared positions
$DELL$IBM$WMB$MU
$1.2B
93 positions
#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ETR$IBM$C$MDT
$220M
148 positions
#19Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 5 shared positions
$DELL$IBM$TT$MU$CAH
$1.5B
171 positions
#20MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$ETR$C$WMB$AXP
$460M
115 positions
#21Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AXP$IBM$WM$MDT
$272M
95 positions
#22MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$ETR$C$WMB$MDT
$3.7B
138 positions
#23TCTC Holdings, LLCActive
Some overlap · 4 shared positions
$IBM$WM$WMB$AFL
$3.5B
220 positions
#24Meiji Yasuda America IncActive
Some overlap · 4 shared positions
$AXP$WM$WMB$MU
$404M
57 positions
#25BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$IBM$C$AXP$MDT
$147M
116 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.