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Hedge Funds Similar to Gilliland Jeter Wealth

13F Portfolio OverlapQ1 2026Gilliland Jeter Wealth portfolio →
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Most similar hedge funds by 13F overlap

Gilliland Jeter Wealth Management LLC is an institutional investor managing $338M across 184 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 Gilliland Jeter Wealth are Joseph Group, Aspetuck Financial, Scott & Selber,, with shared positions in $T, $MPC, $LRCX, $HUM, $COP, $BAC. The full ranking of 25 similar funds is below.

#1Joseph Group Capital ManagementPassive
Some overlap · 4 shared positions
$T$MPC$LRCX$HUM
$400M
379 positions
#2Aspetuck Financial Management LLCActive
Some overlap · 4 shared positions
$HUM$MPC$LRCX$COP
$146M
75 positions
#3Scott & Selber, Inc.Active
Some overlap · 6 shared positions
$HUM$LRCX$BAC$WMB$COP$ISRG
$387M
91 positions
#4Miller Capital Partners, Inc.Passive
Some overlap · 3 shared positions
$HUM$MPC$LRCX
$208M
262 positions
#5Ranch Capital Advisors Inc.Passive
Some overlap · 3 shared positions
$HUM$T$AFL
$277M
154 positions
#6Riverview Capital Advisers, LLCPassive
Some overlap · 4 shared positions
$HUM$COP$CRM$AFL
$300M
86 positions
#7Fusion Capital, LLCActive
Some overlap · 3 shared positions
$HUM$LRCX$BAC
$371M
104 positions
#8MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$LRCX$T$DTB$COP$WMB
$460M
115 positions
#9STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$HUM$COP$BAC$JCI
$547M
180 positions
#10Councilmark Asset Management, LLCActive
Some overlap · 4 shared positions
$HUM$COP$MDLZ$BAC
$174M
85 positions
#11KWMG, LLCActive
Some overlap · 5 shared positions
$LRCX$MPC$COP$AFL$T
$1.2B
147 positions
#12EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$T$BAC$COP$MDLZ
$1.4B
56 positions
#13Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$HUM$MPC$COP
$356M
180 positions
#14Bay Rivers GroupPassive
Some overlap · 3 shared positions
$HUM$LRCX$CRM
$240M
109 positions
#15Bristlecone Value Partners, LLCPassive
Some overlap · 3 shared positions
$HUM$BAC$JCI
$114M
68 positions
#16Persium Advisors, LLCActive
Some overlap · 3 shared positions
$T$LRCX$COP
$127M
60 positions
#17Cornerstone Select Advisors, LLCPassive
Some overlap · 3 shared positions
$T$LRCX$BAC
$160M
124 positions
#18CWS Financial Advisors, LLCActive
Some overlap · 3 shared positions
$HUM$COP$CRM
$390M
157 positions
#19SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$HUM$BAC$WMB
$274M
131 positions
#20SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 3 shared positions
$HUM$CRM$COP
$222M
135 positions
#21Torrey Growth & Income AdvisorsActive
Some overlap · 5 shared positions
$LRCX$CRM$WMB$BAC$BSX
$239M
110 positions
#22E&G Advisors, LPPassive
Some overlap · 3 shared positions
$HUM$LRCX$BAC
$449M
236 positions
#23Summit Street Capital Management, LLCActive
Some overlap · 3 shared positions
$MPC$HUM$LRCX
$707M
31 positions
#24Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$HUM$COP$WMB
$67M
42 positions
#25Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$HUM$COP$BAC
$98M
68 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.