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Hedge Funds Similar to Gilbert Group,

13F Portfolio OverlapQ1 2026Gilbert Group, portfolio →
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Most similar hedge funds by 13F overlap

Gilbert Capital Group, Inc. is an institutional investor managing $143M across 56 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 Gilbert Group, are NOVEM GROUP, Cornerstone Financial, Systelligence,, with shared positions in $SNOW, $SSL, $HLT, $USB, $COP, $HUM. The full ranking of 25 similar funds is below.

#1NOVEM GROUPPassive
Some overlap · 7 shared positions
$SNOW$SSL$HLT$USB$COP$HUM
$873M
437 positions
#2Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$USB$SNOW$MS$COP$HUM
$109M
1,311 positions
#3Systelligence, LLCPassive
Some overlap · 4 shared positions
$SNOW$USB$MS$WT
$514M
56 positions
#4Fortis Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$USB$MS$COP$HUM
$200M
119 positions
#5InvesTrustPassive
Some overlap · 4 shared positions
$SNOW$SSL$HLT$USB
$238M
91 positions
#6Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$SNOW$USB$MS
$313M
119 positions
#7Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$SNOW$USB$COP$TJX$HUM
$420M
120 positions
#8Longview Financial Advisors LLCActive
Some overlap · 5 shared positions
$SNOW$USB$COP$MS$WT
$184M
157 positions
#9HARBOR ADVISORY CORP /MA/Passive
Some overlap · 5 shared positions
$SNOW$SSL$HLT$MS$ABT
$333M
79 positions
#10Hilton Capital Management, LLCActive
Some overlap · 4 shared positions
$SNOW$USB$COP$TJX
$1.3B
129 positions
#11North Forty Two & Co.Passive
Some overlap · 4 shared positions
$SNOW$USB$COP$WT
$108M
97 positions
#12Wilkins Miller Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SNOW$SSL$HLT$HUM$WT$__PARK_1390777
$165M
89 positions
#13Tandem Financial, LLCPassive
Some overlap · 4 shared positions
$SNOW$USB$PWR$MS
$314M
98 positions
#14LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$USB$SSL$HLT$SNOW$MDLZ$COP
$135M
83 positions
#15Summit Asset Management, LLCActive
Some overlap · 5 shared positions
$USB$SSL$HLT$TJX$WT
$719M
172 positions
#16Legacy Edge Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$USB$COP
$951M
223 positions
#17Rosenberg Matthew HamiltonActive
Some overlap · 3 shared positions
$SNOW$USB$COP
$488M
799 positions
#18Pacific Capital Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SNOW$USB$COP
$595M
87 positions
#19Sagace Wealth Management LLCPassive
Some overlap · 3 shared positions
$SNOW$USB$COP
$149M
70 positions
#20Lionsbridge Wealth Management LLCPassive
Some overlap · 5 shared positions
$SNOW$USB$COP$PWR$WT
$99M
59 positions
#21Veridan Wealth LLCActive
Some overlap · 4 shared positions
$SNOW$USB$MDLZ$HUM
$270M
80 positions
#22Graetz Wealth LLCPassive
Some overlap · 3 shared positions
$SNOW$USB$HUM
$112M
80 positions
#23FLC Capital AdvisorsPassive
Some overlap · 3 shared positions
$SNOW$USB$HUM
$560M
221 positions
#24Capital Advisors Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$USB$HUM
$745M
219 positions
#25Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SNOW$USB$HUM
$163M
67 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.