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Hedge Funds Similar to Gleason Group

13F Portfolio OverlapQ3 2026Gleason Group portfolio →
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Most similar hedge funds by 13F overlap

Gleason Group, Inc. is an institutional investor managing $1.1B across 441 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 Gleason Group are Shelter Mutual Insurance, VIRGINIA WEALTH GROUP, Spectrum Financial Alliance Ltd, with shared positions in $DE, $BHP, $QCOM, $GILD, $LOW, $UNP. The full ranking of 25 similar funds is below.

#1Shelter Mutual Insurance CoActive
Notable overlap · 6 shared positions
$DE$BHP$QCOM$GILD$LOW$UNP
$473M
58 positions
#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 6 shared positions
$SO$QCOM$MCD$BLK$DUK$LOW
$203M
58 positions
#3Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 3 shared positions
$DE$QCOM$C
$679M
31 positions
#4Kerusso Capital Management LLCPassive
Notable overlap · 5 shared positions
$QCOM$WSM$GILD$URI$LOW
$306M
59 positions
#5VERITY Wealth AdvisorsSmart money
Notable overlap · 3 shared positions
$CTAS$QCOM$GILD
$166M
81 positions
#6SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$DE$QCOM$MCD$ETN
$208M
56 positions
#7FUKOKU MUTUAL LIFE INSURANCE CoActive
Notable overlap · 7 shared positions
$QCOM$SO$GILD$MCD$C$DUK
$1.7B
256 positions
#8Edgemoor Investment Advisors, Inc.Active
Some overlap · 7 shared positions
$WSM$C$DE$BLK$URI$LOW
$1.5B
188 positions
#9Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DE$SO$DUK$UNP$ETN
$231M
125 positions
#10First Long Island Investors, LLCActive
Some overlap · 7 shared positions
$WSM$QCOM$MCD$BLK$PH$LOW
$1.4B
73 positions
#11Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DE$SO$DUK$LOW
$312M
155 positions
#12LeClair Wealth Partners LLCPassive
Some overlap · 4 shared positions
$CTAS$WSM$PH$ETN
$193M
132 positions
#13Griffith & Werner, Inc.Passive
Some overlap · 4 shared positions
$SO$C$GILD$DUK
$213M
71 positions
#14Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$DE$QCOM$PH
$1.1B
34 positions
#15Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$SO$WSM$MCD
$497M
948 positions
#16OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$SO$QCOM$MCD$DUK$ETN
$2.2B
70 positions
#17BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 5 shared positions
$DE$SO$MCD$C$DUK
$263M
90 positions
#18BCR Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$DE$SO$LOW
$356M
32 positions
#19Welch Group, LLCPassive
Some overlap · 4 shared positions
$QCOM$SO$MCD$DE
$2.9B
326 positions
#20PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$QCOM$C$SO$MCD$DUK
$1.2B
103 positions
#21Insight Inv LLCPassive
Some overlap · 4 shared positions
$WSM$C$QCOM$LOW
$210M
108 positions
#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$SO$MCD$DUK$UNP
$233M
122 positions
#23Integras Partners LLCPassive
Some overlap · 5 shared positions
$BHP$GILD$MCD$SO$DUK
$181M
100 positions
#24Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$QCOM$WSM$C$MCD
$320M
72 positions
#25Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$C$DE$MCD$BLK
$181M
81 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.