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Hedge Funds Similar to GERBER

13F Portfolio OverlapQ2 2026GERBER portfolio →
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Most similar hedge funds by 13F overlap

GERBER, LLC is an institutional investor managing $213M across 96 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 GERBER are VESTOR, DUDLEY & SHANLEY, WEBSTERROGERS FINANCIAL ADVISORS, with shared positions in $AON, $HWM, $PM, $ADI, $ECL, $AMGN. The full ranking of 25 similar funds is below.

#1VESTOR CAPITAL, LLCActive
Notable overlap · 3 shared positions
$AON$HWM$PM
$486M
276 positions
#2DUDLEY & SHANLEY, INC.Active
Some overlap · 3 shared positions
$AON$ADI$ECL
$662M
37 positions
#3WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$AON$ADI$AMGN
$390M
103 positions
#4Gillson Capital LPActive
Some overlap · 3 shared positions
$AON$DLR$ECL
$1.7B
80 positions
#5National Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$WDC$ADI$AMGN$HWM
$323M
226 positions
#6REXFORD CAPITAL INCPassive
Some overlap · 5 shared positions
$WDC$VLO$MO$AMGN$PM
$163M
301 positions
#7CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$WDC$VLO$HWM
$569M
256 positions
#8October Effect LtdPassive
Some overlap · 3 shared positions
$WDC$MO$PM
$106M
64 positions
#9WIN ADVISORS, INCPassive
Some overlap · 3 shared positions
$WDC$FTNT$ADI
$281M
75 positions
#10Hilton Head Capital Partners, LLCPassive
Some overlap · 5 shared positions
$FTNT$MO$VLO$AMGN$PM
$198M
912 positions
#11CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$WDC$FTNT$MO$PM
$171M
71 positions
#12KWMG, LLCPassive
Some overlap · 4 shared positions
$AON$MO$VLO$AMGN
$1.4B
153 positions
#13LeClair Wealth Partners LLCPassive
Some overlap · 3 shared positions
$WOR$WS$AON
$193M
132 positions
#14Capula Management LtdActive
Some overlap · 3 shared positions
$WDC$ADI$AMGN
$28.0B
700 positions
#15Windsor Advisory Group, LLCActive
Some overlap · 4 shared positions
$WOR$WS$ADI$AMGN
$138M
97 positions
#16Wolff Financial Management LLCActive
Some overlap · 3 shared positions
$WDC$MO$PM
$501M
106 positions
#17WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$WDC$AON$PM
$55.2B
266 positions
#18Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$WDC$AMGN$PM
$304M
194 positions
#19one8zero8, LLCPassive
Some overlap · 5 shared positions
$FTNT$VLO$ADI$PM$ECL
$505M
266 positions
#20Night Squared LPPassive
Some overlap · 4 shared positions
$WDC$ADI$PM$ECL
$930M
69 positions
#21Armor Investment Advisors, LLCActive
Some overlap · 3 shared positions
$AON$VLO$DLR
$312M
155 positions
#22Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$WDC$MO$PM
$251M
74 positions
#23Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$WDC$VLO$ADI$AMGN
$1.0B
204 positions
#24ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$AON$ADI$DLR$ECL
$713M
97 positions
#25EXCHANGE TRADED CONCEPTS, LLCPassive
Some overlap · 3 shared positions
$WDC$MO$PM
$21.9B
1,580 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.