13F Pro

Hedge Funds Similar to Galvin, Gaustad & Stein

13F Portfolio OverlapQ2 2026Galvin, Gaustad & Stein portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Galvin, Gaustad & Stein, LLC is an institutional investor managing $1.4B across 262 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Galvin, Gaustad & Stein are Maj Invest Holding A/S, Consulta Ltd, Shelter Mutual Insurance, with shared positions in $HCA, $UNP, $QCOM, $AXP, $PGR, $QXO. The full ranking of 25 similar funds is below.

#1Maj Invest Holding A/SActive
Notable overlap · 4 shared positions
$HCA$UNP$QCOM$AXP
$2.2B
40 positions
#2Consulta LtdActive
Notable overlap · 4 shared positions
$HCA$UNP$PGR$QXO
$2.8B
15 positions
#3Shelter Mutual Insurance CoActive
Notable overlap · 4 shared positions
$UNP$VRTX$AXP$QCOM
$473M
58 positions
#4L1 Capital International Pty LtdActive
Notable overlap · 4 shared positions
$HCA$UBER$AXP$CRH
$1.7B
21 positions
#5Deane Retirement Strategies, Inc.Passive
Notable overlap · 4 shared positions
$UNP$HCA$WFC$AXP
$236M
52 positions
#6BAXTER BROS INCPassive
Notable overlap · 5 shared positions
$UNP$AXP$QCOM$WFC$UBER
$864M
172 positions
#7CAMBIAR INVESTORS LLCActive
Notable overlap · 4 shared positions
$UNP$UBER$AXP$ASML
$2.3B
150 positions
#8Tweedy, Browne Co LLCActive
Notable overlap · 7 shared positions
$WFC$AXP$VRTX$AZO$BNY$UNP
$1.3B
91 positions
#9SHAYNE & JACOBS, LLCActive
Notable overlap · 4 shared positions
$HCA$AXP$WFC$BNY
$337M
101 positions
#10LYRICAL ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$HCA$UBER$WCC
$7.9B
41 positions
#11SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$QCOM$WFC$GEHC$QXO
$3.2B
40 positions
#12Stockman Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$QCOM$AXP$CRH$ASML
$968M
178 positions
#13BCS Private Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$WM$UNP$AXP$QCOM$PPL
$332M
187 positions
#14Adalta Capital Management LLCPassive
Some overlap · 3 shared positions
$UNP$QCOM$AXP
$228M
103 positions
#15MCDONALD CAPITAL INVESTORS INC/CASmart money
Some overlap · 3 shared positions
$UNP$WFC$PGR
$1.4B
20 positions
#16Foyston, Gordon, & Payne IncPassive
Some overlap · 4 shared positions
$UNP$AXP$QCOM$UBER
$468M
68 positions
#17Torrey Growth & Income AdvisorsActive
Some overlap · 5 shared positions
$QCOM$AXP$WM$VRTX$UBER
$294M
108 positions
#18INKWELL CAPITAL LLCActive
Some overlap · 4 shared positions
$HCA$AXP$PGR$WFC
$96M
31 positions
#19Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$UNP$QCOM$WM
$455M
57 positions
#20PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$UNP$AXP$WFC
$175M
73 positions
#21TAGStone Capital, Inc.Passive
Some overlap · 3 shared positions
$UNP$AXP$PGR
$315M
139 positions
#22SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 4 shared positions
$AXP$WFC$UNP$UBER
$1.5B
160 positions
#23BANK OF STOCKTONActive
Some overlap · 6 shared positions
$WFC$AXP$PGR$ASML$QCOM$UNP
$356M
126 positions
#24Cynosure Management, LLCActive
Some overlap · 5 shared positions
$UNP$WFC$HCA$CRCL$GEHC
$666M
180 positions
#25Hemenway Trust Co LLCActive
Some overlap · 6 shared positions
$VRTX$AXP$UBER$WM$UNP$ASML
$1.4B
135 positions

Compare Galvin, Gaustad & Stein’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Galvin, Gaustad & Stein’s holdings

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.