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Hedge Funds Similar to Gilbert Group

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Gilbert Group are Vertrix Wealth, Dorsey Wright & Associates, BNC WEALTH, with shared positions in $BNY, $ABT, $TJX, $PWR, $FLEX, $EXPD. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BNY$ABT$TJX
$297M
103 positions
#2Dorsey Wright & AssociatesPassive
Some overlap · 3 shared positions
$BNY$PWR$FLEX
$590M
131 positions
#3BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BNY$PWR$TJX
$414M
106 positions
#4Vivid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BNY$PWR$TJX
$284M
73 positions
#5Spears Abacus Advisors LLCPassive
Some overlap · 4 shared positions
$ABT$PWR$TJX$BNY
$5.6B
445 positions
#6DELTA FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$BNY$EXPD$TJX
$421M
152 positions
#7Longbow Finance SAPassive
Some overlap · 3 shared positions
$BNY$PWR$TJX
$782M
59 positions
#8Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$BNY$TJX$PWR
$125M
365 positions
#9Sun Financial IncPassive
Some overlap · 3 shared positions
$BNY$PWR$TJX
$212M
161 positions
#10Teamwork Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$BNY$PWR$TJX
$1.1B
215 positions
#11VestGen Investment ManagementPassive
Slight overlap · 3 shared positions
$BNY$PWR$FLEX
$189M
218 positions
#12ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Slight overlap · 3 shared positions
$BNY$ABT$TJX
$460M
220 positions
#13Blue Chip Partners, LLCActive
Slight overlap · 3 shared positions
$ABT$PWR$TJX
$1.6B
184 positions
#14GREAT LAKES ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$ABT$PWR$TJX
$13.1B
825 positions
#15McKinley Carter Wealth Services, Inc.Active
Slight overlap · 3 shared positions
$BNY$PWR$TJX
$1.9B
322 positions
#16Choate Investment AdvisorsActive
Slight overlap · 3 shared positions
$ABT$PWR$TJX
$5.7B
472 positions
#17Arjuna CapitalPassive
Slight overlap · 3 shared positions
$EXPD$BNY$TJX
$444M
113 positions
#18MV CAPITAL MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$ABT$TJX$EXPD
$1.1B
1,278 positions
#19Bellwether Advisors, LLCPassive
Slight overlap · 3 shared positions
$ABT$PWR$FLEX
$675M
167 positions
#20Machina Capital S.A.S.Passive
Slight overlap · 3 shared positions
$ABT$BNY$TJX
$631M
368 positions
#21ARGUS INVESTORS' COUNSEL, INC.Passive
Slight overlap · 3 shared positions
$PWR$TJX$BNY
$130M
106 positions
#22Dakota Wealth ManagementPassive
Slight overlap · 3 shared positions
$BNY$PWR$TJX
$5.2B
776 positions
#23EVERETT HARRIS & CO /CA/Active
Slight overlap · 3 shared positions
$ABT$TJX$EXPD
$8.1B
292 positions
#24KANE INVESTMENT MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$PWR$FLEX$BNY
$235M
100 positions
#25J. Team Financial, Inc.Passive
Slight overlap · 3 shared positions
$FLEX$BNY$PWR
$103M
102 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.