13F Pro

Hedge Funds Similar to GERBER,

13F Portfolio OverlapQ1 2026GERBER, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

GERBER, LLC is an institutional investor managing $179M across 88 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 GERBER, are Lord & Richards Wealth ,, Purewater, Ascension Advisors,, with shared positions in $DUK, $AMD, $ACN, $MO, $INTC, $ARKO. The full ranking of 25 similar funds is below.

#1Lord & Richards Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DUK$AMD$ACN
$114M
50 positions
#2Purewater Capital LLCActive
Notable overlap · 3 shared positions
$DUK$MO$INTC
$104M
68 positions
#3Ascension Capital Advisors, Inc.Active
Notable overlap · 3 shared positions
$ARKO$BRZE$AMGN
$318M
82 positions
#4Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$DUK$BRZE$ACN
$130M
96 positions
#5BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 3 shared positions
$ARKO$FTNT$AMGN
$209M
103 positions
#6BCWM, LLCPassive
Some overlap · 4 shared positions
$DUK$MO$AMD$DLR
$353M
57 positions
#7WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$AON$ADI$ACN
$1.4B
49 positions
#8GFS Advisors, LLCPassive
Some overlap · 3 shared positions
$ARKO$ACN$DLR
$785M
159 positions
#9CINCINNATI CASUALTY COActive
Some overlap · 3 shared positions
$DUK$ADI$ACN
$191M
24 positions
#10KERR FINANCIAL PLANNING CorpPassive
Some overlap · 3 shared positions
$ARKO$AMD$COIN
$90M
545 positions
#11ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$ARKO$COIN$DLR
$123M
101 positions
#12Southpoint Capital Advisors LPActive
Some overlap · 3 shared positions
$AON$COIN$AMD
$4.9B
41 positions
#13MARSHALL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DUK$ARKO$AMGN
$208M
274 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$DUK$AMGN$ACN
$1.4B
56 positions
#15Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$DUK$ADI$AMGN
$184M
32 positions
#16Wealthspire Advisors, LLCActive
Some overlap · 3 shared positions
$AON$BRZE$ACN
$12.7B
932 positions
#17Measured Risk Portfolios, Inc.Passive
Some overlap · 3 shared positions
$DUK$MO$DLR
$91M
66 positions
#18NBZ Investment Advisors LLCActive
Some overlap · 3 shared positions
$ARKO$AMD$INTC
$229M
73 positions
#19VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$DUK$ADI$AMGN
$187M
55 positions
#20JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$AON$AMGN$ACN
$696M
70 positions
#21Vienna Asset Management LLCPassive
Some overlap · 3 shared positions
$ARKO$COIN$AMD
$129M
60 positions
#22Center for Wealth Management AdvisoryActive
Slight overlap · 3 shared positions
$DUK$MO$ACN
$139M
62 positions
#23TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive
Slight overlap · 3 shared positions
$DUK$COIN$AMGN
$277M
187 positions
#24TI-TRUST, INCPassive
Slight overlap · 3 shared positions
$DUK$WDC$MO
$168M
128 positions
#25OmniStar Financial Group, Inc.Passive
Slight overlap · 3 shared positions
$DUK$BRZE$AMGN
$193M
108 positions

Compare GERBER,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View GERBER,’s holdings

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.