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Hedge Funds Similar to Gould

13F Portfolio OverlapQ2 2026Gould portfolio →
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Most similar hedge funds by 13F overlap

Gould Capital, LLC is an institutional investor managing $179M across 217 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 Gould are KETTLE HILL, BCWM, PRING TURNER GROUP, with shared positions in $VZ, $KMI, $RKT, $UNP, $IAU, $PSA. The full ranking of 25 similar funds is below.

#1KETTLE HILL CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$VZ$KMI$RKT
$406M
35 positions
#2BCWM, LLCPassive
Notable overlap · 4 shared positions
$UNP$KMI$VZ$IAU
$342M
57 positions
#3PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 3 shared positions
$UNP$PSA$KMI
$175M
73 positions
#4VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 3 shared positions
$KMI$AFL$VZ
$201M
57 positions
#5PARK CIRCLE CoActive
Notable overlap · 4 shared positions
$VZ$SBUX$COLB$NLY
$117M
53 positions
#6Slocum, Gordon & Co LLPPassive
Notable overlap · 4 shared positions
$VZ$SBUX$KMI$UNP
$151M
70 positions
#7MFG WEALTH MANAGEMENT, INC.Passive
Notable overlap · 4 shared positions
$SBUX$RKT$DELL$PWR
$140M
63 positions
#8Ardmore Road Asset Management LPPassive
Some overlap · 4 shared positions
$VZ$DELL$TMUS$IBIT
$1.7B
70 positions
#9SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 4 shared positions
$KMI$GILD$IBIT$VZ
$126M
62 positions
#10BRUNI J V & CO /COActive
Some overlap · 4 shared positions
$KMI$RKT$DELL$AES
$1.1B
33 positions
#11Retirement Solution LLCSmart money
Some overlap · 3 shared positions
$SBUX$AES$NLY
$511M
75 positions
#12Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$AFL$VZ$IBIT
$160M
67 positions
#13CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$PSA$PWR$KMI$TMUS$IAU
$767M
184 positions
#14HOERTKORN RICHARD CHARLESActive
Some overlap · 4 shared positions
$KMI$DVN$TMUS$PSA
$149M
71 positions
#15Dupree Financial Group, LLCPassive
Some overlap · 3 shared positions
$VZ$KMI$NLY
$267M
81 positions
#16DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$SBUX$AFL$PWR
$124M
100 positions
#17BCS Private Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$KMI$UNP$VZ
$332M
187 positions
#18William Allan CorpActive
Some overlap · 3 shared positions
$SBUX$DELL$VEEV
$204M
62 positions
#19Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$KMI$PSA$AFL$NLY
$1.0B
207 positions
#20SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$KMI$VZ$UNP
$606M
79 positions
#21Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$UNP$VZ$DVN
$272M
72 positions
#22Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$SBUX$VZ$DELL
$108M
90 positions
#23Stolper CoPassive
Some overlap · 3 shared positions
$AFL$UNP$DVN
$387M
91 positions
#24MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$VZ$UNP$SBUX
$233M
122 positions
#25Seven Springs Wealth Group, LLCActive
Some overlap · 4 shared positions
$VZ$DELL$UNP$GILD
$458M
85 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.