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Hedge Funds Similar to Galvin, Gaustad & Stein,

13F Portfolio OverlapQ1 2026Galvin, Gaustad & Stein, portfolio →
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Most similar hedge funds by 13F overlap

Galvin, Gaustad & Stein, LLC is an institutional investor managing $1.2B across 252 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 Galvin, Gaustad & Stein, are Meiji Yasuda America, BAXTER BROS, Sandhill Partners, with shared positions in $GE, $AXP, $KO, $WM, $UBER, $PGR. The full ranking of 25 similar funds is below.

#1Meiji Yasuda America IncActive
Notable overlap · 6 shared positions
$GE$AXP$KO$WM$UBER$PGR
$404M
57 positions
#2BAXTER BROS INCPassive
Notable overlap · 7 shared positions
$AXP$GE$UNP$WFC$SCHW$KO
$810M
166 positions
#3Sandhill Capital Partners LLCActive
Some overlap · 7 shared positions
$GE$UBER$SCHW$AXP$USB$WM
$1.2B
95 positions
#4Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$GE$HCA$KO$WM$SCHW
$163M
52 positions
#5Baird Financial Group, Inc.Passive
Some overlap · 8 shared positions
$GE$SCHW$PGR$UNP$WFC$SNOW
$64.0B
1,826 positions
#6TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$GE$UBER$GEHC$WM$SCHW
$200M
110 positions
#7Hemenway Trust Co LLCActive
Some overlap · 6 shared positions
$AXP$UBER$VRTX$SCHW$WM$UNP
$1.2B
135 positions
#8Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$AXP$KO$WM
$272M
95 positions
#9CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 5 shared positions
$GE$UBER$CRH$SCHW$PGR
$309M
91 positions
#10FAGAN ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$SNOW$UBER$VRTX$SCHW$USB
$719M
135 positions
#11MFA WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$SNOW$AXP$KO$SHW$USB
$508M
88 positions
#12Tweedy, Browne Co LLCActive
Some overlap · 7 shared positions
$AXP$VRTX$WFC$AZO$USB$UNP
$1.3B
93 positions
#13Pavion Blue Capital, LLCPassive
Some overlap · 4 shared positions
$GE$AXP$KO$WFC
$230M
108 positions
#14Capital Research Global InvestorsActive
Some overlap · 6 shared positions
$GE$VRTX$UBER$WFC$PGR$UNP
$644.6B
459 positions
#15American Money Management, LLCActive
Some overlap · 4 shared positions
$SNOW$GE$UNP$WFC
$632M
168 positions
#16PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$AXP$UNP$WFC$SCHW$GE
$166M
72 positions
#17KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$SNOW$UNP$WM$UBER$SCHW$SHW
$315M
156 positions
#18WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SNOW$KO$AXP$WFC
$156M
139 positions
#19Rydar Equities, Inc.Passive
Some overlap · 5 shared positions
$KO$AXP$WM$UNP$AZO
$129M
92 positions
#20HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 7 shared positions
$UNP$WM$AXP$SCHW$SHW$KO
$280M
107 positions
#21Intrinsic Value Partners, LLCActive
Some overlap · 5 shared positions
$GE$AXP$SCHW$WFC$GEHC
$130M
69 positions
#22Verde Capital ManagementActive
Some overlap · 5 shared positions
$SNOW$AZO$PGR$SCHW$USB
$468M
69 positions
#23SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$AXP$UNP$WFC$UBER$USB
$1.3B
158 positions
#24Left Brain Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GE$UBER$WM$PGR
$255M
79 positions
#25Sterling Investment Management, Inc.Passive
Some overlap · 4 shared positions
$GE$SNOW$WM$UBER
$167M
65 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.