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Hedge Funds Similar to GKV ,

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

GKV Capital Management Co., Inc. is an institutional investor managing $201M across 165 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 GKV , are AMJ Financial Wealth, CAMDEN NATIONAL BANK, CHILTON, with shared positions in $OKE, $ORLY, $PWR, $TJX, $AMAT, $TMO. The full ranking of 25 similar funds is below.

#1AMJ Financial Wealth ManagementPassive
Notable overlap · 5 shared positions
$OKE$ORLY$PWR$TJX$AMAT
$424M
86 positions
#2CAMDEN NATIONAL BANKPassive
Notable overlap · 6 shared positions
$TJX$PWR$TMO$DE$VRTX$LIN
$739M
164 positions
#3CHILTON CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$TJX$PWR$TDG$TMO$LIN
$2.9B
658 positions
#4Shelter Rock Management, LLCActive
Notable overlap · 3 shared positions
$ORLY$TDG$TJX
$94M
35 positions
#5CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$ORLY$PWR$TMO$LIN$MPWR$IDXX
$405M
73 positions
#6VISTA INVESTMENT PARTNERS LLCPassive
Notable overlap · 5 shared positions
$OKE$ORLY$TJX$VZ$MAR
$378M
169 positions
#7Harrington Investments, INCPassive
Some overlap · 5 shared positions
$TJX$AMGN$TMO$DE$VZ
$190M
84 positions
#8Commonwealth Retirement Investments LLCPassive
Some overlap · 6 shared positions
$OKE$AMGN$TJX$AMAT$UNH$TSCO
$323M
122 positions
#9BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TJX$DE$AMGN$TMO$LIN$UNH
$7.8B
1,278 positions
#10Trinity Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$TJX$AMGN$DE$VZ$MAR
$462M
106 positions
#11Raab & Moskowitz Asset Management LLCPassive
Some overlap · 5 shared positions
$TJX$PWR$OKE$MAR$VZ
$450M
187 positions
#12HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$TJX$ORLY$TMO$TDG$IDXX
$2.5B
262 positions
#13Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$TJX$AMGN$TMO$SPG$LIN
$353M
78 positions
#14AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 5 shared positions
$TJX$AMGN$TMO$AMAT$C
$1.4B
114 positions
#15South Street Advisors LLCActive
Some overlap · 4 shared positions
$ORLY$TJX$PWR$OKE
$690M
83 positions
#16Broad Run Investment Management, LLCSmart money
Some overlap · 3 shared positions
$ORLY$TDG$AMAT
$568M
24 positions
#17MARSHFIELD ASSOCIATESActive
Some overlap · 3 shared positions
$ORLY$TJX$UNH
$5.0B
17 positions
#18Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$TJX$AMGN$DE$SPG$AMAT
$163M
52 positions
#19ABN AMRO Bank N.V.Active
Some overlap · 5 shared positions
$PWR$TJX$ORLY$LIN$VRTX
$9.3B
228 positions
#20DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$PWR$TMO$AMGN$DE$UNH
$117M
106 positions
#21GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 4 shared positions
$TJX$PWR$TMO$UNH
$88M
38 positions
#22McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$ORLY$TJX$TSCO
$180M
36 positions
#23WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$TJX$TMO$MAR$LIN$DE$AMGN
$1.2B
69 positions
#24JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$ORLY$TJX$AMGN
$696M
70 positions
#25WELCH & FORBES LLCActive
Some overlap · 4 shared positions
$ORLY$TJX$VRTX$IDXX
$7.7B
368 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.