How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Gibson Wealth Advisors

13F Portfolio OverlapQ1 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 Q1 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 Luminvest Wealth, Arbor Wealth Advisors, Mallini Complete Financial Planning, with shared positions in $BRZE, $MKL, $MU, $NSC, $KO, $T. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$BRZE $MKL $MU $NSC

$382M

55 positions

#2Arbor Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $KO $T $DUK

$143M

56 positions

#3Mallini Complete Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$BRZE $TXN $DUK $ENB $SO

$126M

61 positions

#4FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$BRZE $MKL $KO $AEP

$133M

121 positions

#5Manuka Financial, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $MU

$162M

56 positions

#6Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$BRZE $MKL $IBM $NSC

$1.1B

121 positions

#7Charter Oak Capital Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $TXN

$1.3B

208 positions

#8Gleason Group, Inc.Active

Notable overlap · 5 shared positions

$BRZE $SO $KO $MCD $MKL

$1.0B

229 positions

#9Financial Symmetry IncSmart money

Notable overlap · 4 shared positions

$BRZE $DUK $IBM $MCD

$281M

63 positions

#10Joseph Group Capital ManagementPassive

Notable overlap · 3 shared positions

$BRZE $AEP $T

$400M

379 positions

#11James J. Burns & Company, LLCActive

Notable overlap · 3 shared positions

$BRZE $T $AGQ

$737M

155 positions

#12Topsail Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $TXN

$678M

294 positions

#13Capital Investment Management, Inc.Active

Notable overlap · 3 shared positions

$BRZE $T $WM

$291M

125 positions

#14Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$BRZE $IBM $AGQ

$945M

412 positions

#15Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$BRZE $MKL $MU

$578M

118 positions

#16Valpey Financial Services, LLCPassive

Notable overlap · 3 shared positions

$BRZE $MKL $IBM

$154M

75 positions

#17Beacon Financial Strategies CORPActive

Notable overlap · 7 shared positions

$BRZE $IBM $TXN $KO $MCD $DUK

$176M

177 positions

#18CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $MU

$324M

77 positions

#19SYKON CAPITAL LLCActive

Notable overlap · 3 shared positions

$BRZE $AGQ $MCD

$300M

88 positions

#20Pinnacle Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $DUK $SO

$204M

120 positions

#21Souders Financial AdvisorsPassive

Notable overlap · 3 shared positions

$BRZE $DUK $MCD

$876M

216 positions

#22Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $ENB

$930M

144 positions

#23INKWELL CAPITAL LLCActive

Notable overlap · 3 shared positions

$NSC $MKL $BRZE

$98M

31 positions

#24Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $MMM $IBM

$114M

84 positions

#25Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $AGQ

$255M

49 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.