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Hedge Funds Similar to GEM Asset ,

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

GEM Asset Management, LLC is an institutional investor managing $227M across 107 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 GEM Asset , are Rayburn West Financial Services, Integras Partners, Longview Partners (Guernsey) LTD, with shared positions in $SYY, $MCD, $ABT, $AMGN, $USB, $NKE. The full ranking of 25 similar funds is below.

#1Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$SYY$MCD$ABT$AMGN
$170M
82 positions
#2Integras Partners LLCPassive
Some overlap · 7 shared positions
$SYY$USB$MCD$NKE$SO$NEE
$152M
69 positions
#3Longview Partners (Guernsey) LTDActive
Some overlap · 3 shared positions
$SYY$NKE$MRSH
$7.1B
25 positions
#4LAM GROUP, INC.Passive
Some overlap · 6 shared positions
$AMN$MDY$SE$NKE$AMGN$NEE
$182M
136 positions
#5Interval Partners, LPPassive
Some overlap · 3 shared positions
$SYY$USB$HBAN
$3.8B
262 positions
#6STOLZ & ASSOCIATES, PSSmart money
Some overlap · 4 shared positions
$AMN$USB$SE$NEE
$143M
30 positions
#7Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$SE$MDY$USB$HBAN$MCD$SO
$337M
109 positions
#8Prosperity Planning, Inc.Active
Some overlap · 5 shared positions
$AMN$SE$MDY$USB$NKE
$395M
110 positions
#9BLUELINE ADVISORS LLCActive
Some overlap · 3 shared positions
$MDY$USB$SE
$129M
217 positions
#10Rialto Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMN$USB$SE$MDY$AMGN
$445M
1,730 positions
#11Disciplined Investments, LLCPassive
Some overlap · 5 shared positions
$SE$USB$MDY$NKE$NEE
$279M
141 positions
#12FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 3 shared positions
$AMN$USB$SE
$653M
191 positions
#13Midwest Financial Group LLCPassive
Some overlap · 3 shared positions
$MDY$AMN$USB
$234M
126 positions
#14ARVEST INVESTMENTS, INC.Passive
Some overlap · 3 shared positions
$MDY$SE$USB
$733M
199 positions
#15ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$AMN$USB$SYY
$555M
191 positions
#16CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$AMN$USB$NKE$NEE$AMGN
$309M
132 positions
#17Foster Group, Inc.Active
Some overlap · 6 shared positions
$AMN$SE$NKE$NEE$USB$MCD
$3.4B
284 positions
#18Foundation Wealth Management, LLC\PAActive
Some overlap · 5 shared positions
$USB$SE$NKE$AMN$NEE
$284M
91 positions
#19ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$MDY$AMN$NKE$NEE
$167M
35 positions
#20NCM Capital Management, LLCPassive
Some overlap · 4 shared positions
$AMN$USB$MDY$NEE
$279M
185 positions
#21Allied Investment Advisors, LLCActive
Some overlap · 3 shared positions
$SYY$USB$ABT
$697M
100 positions
#22ATLas Financial Planning LLCActive
Some overlap · 4 shared positions
$AMN$USB$NKE$SO
$112M
69 positions
#23SC&H Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$AMN$USB$MCD$NEE
$663M
155 positions
#24Stone Summit Wealth LLCPassive
Some overlap · 4 shared positions
$AMN$USB$NKE$NEE
$359M
142 positions
#25Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MDY$USB$NEE$AMGN
$118M
73 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.