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Hedge Funds Similar to Gould ,

13F Portfolio OverlapQ1 2026Gould , portfolio →
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Most similar hedge funds by 13F overlap

Gould Capital, LLC is an institutional investor managing $165M across 204 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 Gould , are MORGAN DEMPSEY, Carolina Wealth Advisors,, Measured Risk Portfolios,, with shared positions in $VZ, $KO, $UNP, $SBUX, $LRCX, $GILD. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$VZ$KO$UNP$SBUX
$220M
148 positions
#2Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$KO$VZ$UNP$LRCX$GILD
$240M
278 positions
#3Measured Risk Portfolios, Inc.Passive
Some overlap · 3 shared positions
$VZ$KMI$KO
$91M
66 positions
#4Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$KMI$VZ$KO$SBUX
$210M
79 positions
#5NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 3 shared positions
$KMI$VZ$KO
$1.5B
105 positions
#6BCWM, LLCPassive
Some overlap · 3 shared positions
$KMI$UNP$VZ
$353M
57 positions
#7MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$SBUX$KMI$DELL$PWR$RKT
$121M
61 positions
#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$KMI$AFL$VZ
$187M
55 positions
#9PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$KMI$UNP$PSA
$166M
72 positions
#10Persium Advisors, LLCActive
Some overlap · 4 shared positions
$VZ$UNP$DELL$LRCX
$127M
60 positions
#11GQG Partners LLCActive
Some overlap · 3 shared positions
$VZ$KO$DVN
$63.1B
81 positions
#12Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$KO$AES$DVN$DELL
$303M
121 positions
#13SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 5 shared positions
$AFL$UNP$LRCX$KO$VZ
$207M
119 positions
#14Griffith & Werner, Inc.Active
Some overlap · 3 shared positions
$VZ$KO$GILD
$202M
72 positions
#15SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive
Some overlap · 4 shared positions
$AFL$VZ$UNP$LRCX
$169M
104 positions
#16Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$VZ$KO$DVN$GILD
$200M
53 positions
#17Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$VZ$SBUX$KMI$UNP
$147M
64 positions
#18Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$VZ$SBUX$DELL$DVN
$151M
135 positions
#19BRUNI J V & CO /COActive
Some overlap · 4 shared positions
$KMI$DELL$AES$RKT
$958M
31 positions
#20CONNING INC.Passive
Some overlap · 5 shared positions
$VZ$KO$AFL$UNP$GILD
$3.0B
311 positions
#21CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AFL$VZ$GILD$DVN
$98M
117 positions
#22EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$KO$UNP$SBUX$GILD
$1.4B
56 positions
#23Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 4 shared positions
$KO$LRCX$GILD$DELL
$1.5B
171 positions
#24MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$KO$AFL$PWR$GILD
$409M
127 positions
#25TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$VZ$KMI$DVN
$514M
167 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.