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Hedge Funds Similar to Gibson Wealth Advisors

13F Portfolio OverlapQ2 2026Gibson Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Gibson Wealth Advisors LLC is an institutional investor managing $160M across 30 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 Gibson Wealth Advisors are Taylor Financial Group, Eliot Finkel Investment Counsel, OLD REPUBLIC INTERNATIONAL, with shared positions in $NSC, $T, $PEP, $AEP, $DUK, $EVRG. The full ranking of 25 similar funds is below.

#1Taylor Financial Group, Inc.Active
Substantial overlap · 4 shared positions
$NSC$T$PEP$AEP
$182M
103 positions
#2Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$NSC$DUK$AEP$PEP
$214M
33 positions
#3OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 5 shared positions
$PEP$EVRG$AEP$DUK$TXN
$2.7B
54 positions
#4BCWM, LLCPassive
Notable overlap · 3 shared positions
$DUK$PEP$T
$342M
57 positions
#5Advanced Asset Management Advisors IncActive
Notable overlap · 6 shared positions
$TXN$NSC$T$PEP$AEP$DUK
$380M
85 positions
#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PEP$DUK$TXN$T
$233M
122 positions
#7Greenland Capital Management LPPassive
Some overlap · 3 shared positions
$NSC$AEP$EVRG
$812M
296 positions
#8Stack Financial Management, IncActive
Some overlap · 4 shared positions
$AEP$DUK$T$PEP
$1.3B
54 positions
#9Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$DUK$AEP$TXN
$112M
63 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$DUK$TXN$T$PEP
$1.3B
58 positions
#11Constitution Capital LLCActive
Some overlap · 4 shared positions
$PEP$DUK$AEP$T
$195M
62 positions
#12Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$AEP$DUK$T$MMM
$151M
70 positions
#13Magellan Asset Management LtdActive
Some overlap · 4 shared positions
$EVRG$NSC$AEP$DUK
$4.5B
78 positions
#14FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$AEP$DUK$TXN$T
$1.7B
256 positions
#15GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$AEP$DUK$PEP$T
$1.2B
383 positions
#16MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$PEP$AEP$TXN
$1.2B
106 positions
#17Cannon Wealth Management Services, LLCPassive
Some overlap · 3 shared positions
$DUK$T$NSC
$183M
99 positions
#18Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$DUK$PEP$MMM
$458M
85 positions
#19Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 3 shared positions
$NSC$TXN$DUK
$127M
65 positions
#20ANTIPODES PARTNERS LtdActive
Some overlap · 3 shared positions
$AEP$DUK$EVRG
$5.5B
130 positions
#21SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$TXN$AEP$MMM$T
$606M
79 positions
#22RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PEP$EVRG$T
$2.4B
181 positions
#23Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$AEP$NSC$T
$187M
45 positions
#24CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$PEP$DUK$MMM$NSC
$6.9B
64 positions
#25Windle Wealth, LLCActive
Some overlap · 3 shared positions
$PEP$MMM$T
$249M
35 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.