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 GEM Asset

13F Portfolio OverlapQ3 2026GEM Asset portfolio →

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Most similar hedge funds by 13F overlap

GEM Asset Management, LLC is an institutional investor managing $252M across 114 U.S. equity positions as of Q3 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, Acorn Wealth Advisors, with shared positions in $SYY, $MCD, $AMGN, $SO, $MDY, $DTB. The full ranking of 25 similar funds is below.

#1Rayburn West Financial Services LLCPassive

Some overlap · 3 shared positions

$SYY $MCD $AMGN

$181M

81 positions

#2Integras Partners LLCPassive

Some overlap · 4 shared positions

$SYY $SO $MCD $AMGN

$181M

100 positions

#3Acorn Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$MDY $DTB $FTNT $SO $DTM

$407M

302 positions

#4Kaydan Wealth Management, Inc.Active

Some overlap · 4 shared positions

$MDY $FTNT $DTB $AMGN

$291M

116 positions

#5St. Johns Investment Management Company, LLCPassive

Some overlap · 4 shared positions

$MDY $FTNT $MCD $AMGN

$264M

201 positions

#6Weil Company, Inc.Passive

Some overlap · 3 shared positions

$MDY $FTNT $MCD

$580M

134 positions

#7Financial Advisory CorpActive

Some overlap · 3 shared positions

$MDY $DTB $HBAN

$784M

54 positions

#8Shoker Investment Counsel, Inc.Active

Some overlap · 4 shared positions

$MDY $HBAN $SO $MCD

$398M

113 positions

#9Rise Advisors, LLCActive

Some overlap · 4 shared positions

$MDY $SO $MCD $AMGN

$355M

104 positions

#10OLD REPUBLIC INTERNATIONAL CORPActive

Slight overlap · 3 shared positions

$SYY $SO $MCD

$2.2B

70 positions

#11Investment Advisory Group, LLCActive

Slight overlap · 3 shared positions

$MDY $FTNT $AMGN

$461M

220 positions

#12MARYLAND CAPITAL ADVISORS INC.Active

Slight overlap · 4 shared positions

$MDY $SYY $AMGN $MCD

$319M

1,049 positions

#13RETIREMENT INCOME SOLUTIONS, INCSmart money

Slight overlap · 5 shared positions

$MDY $MCD $AMGN $DTB $SO

$581M

172 positions

#14ARBOR TRUST WEALTH ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$MDY $DTB $MCD

$248M

96 positions

#15Harbour Trust & Investment Management CoActive

Slight overlap · 4 shared positions

$MDY $SYY $MCD $MRSH

$1.0B

160 positions

#16TI-TRUST, INCPassive

Slight overlap · 3 shared positions

$MDY $AEE $SO

$181M

134 positions

#17TKG Advisors, LLCPassive

Slight overlap · 4 shared positions

$MDY $MCD $AMGN $PKG

$288M

94 positions

#18FIRST HORIZON NATIONAL CORPPassive

Slight overlap · 4 shared positions

$FTNT $SO $MCD $AMGN

$2.6B

1,514 positions

#19PENINSULA ASSET MANAGEMENT INCActive

Slight overlap · 3 shared positions

$SYY $SO $NDSN

$209M

54 positions

#20STAR Financial BankActive

Slight overlap · 3 shared positions

$MDY $SO $MCD

$245M

109 positions

#21WEST PACES ADVISORS INC.Active

Slight overlap · 3 shared positions

$MDY $SO $MCD

$586M

692 positions

#22Meridian Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$MDY $SO $MCD

$214M

154 positions

#23CAPE COD FIVE CENTS SAVINGS BANKPassive

Slight overlap · 4 shared positions

$FTNT $MCD $AMGN $MRSH

$1.2B

203 positions

#24FIRST UNITED BANK & TRUSTPassive

Slight overlap · 4 shared positions

$FTNT $SO $MCD $AMGN

$347M

408 positions

#25Murphy, Middleton, Hinkle & Parker, Inc.Passive

Slight overlap · 3 shared positions

$MDY $SO $AMGN

$246M

143 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.