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Hedge Funds Similar to GILPIN WEALTH ,

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

GILPIN WEALTH MANAGEMENT, LLC is an institutional investor managing $126M across 999 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 GILPIN WEALTH , are R.H. Investment Group,, Meridian Financial Advisors,, Union Heritage ,, with shared positions in $COP, $EPD, $AMGN, $WFC, $USB, $PLTR. The full ranking of 25 similar funds is below.

#1R.H. Investment Group, LLCActive
Some overlap · 6 shared positions
$COP$EPD$AMGN$WFC$USB$PLTR
$130M
45 positions
#2Meridian Financial Advisors, LLCActive
Some overlap · 8 shared positions
$COP$MS$WT$USB$AGQ$UNIT
$183M
141 positions
#3Union Heritage Capital, LLCPassive
Some overlap · 6 shared positions
$COP$MS$WFC$AMGN$KLAC$SYK
$269M
62 positions
#4EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$COP$MS$WFC$AMGN$USB
$1.4B
56 positions
#5MARCO INVESTMENT MANAGEMENT LLCActive
Some overlap · 7 shared positions
$EPD$AMGN$COP$USB$MTZ$KLAC
$1.3B
232 positions
#6Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$COP$MS$WT$USB$WM$EPD
$284M
125 positions
#7truNorth Financial Services, Inc.Smart money
Some overlap · 6 shared positions
$COP$MS$WT$DIA$PLTR$UNIT
$97M
49 positions
#8ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$WFC$MS$COP$PLTR$WT$SYK
$197M
204 positions
#9MFA Wealth ServicesActive
Some overlap · 5 shared positions
$MS$AMGN$COP$WFC$USB
$151M
122 positions
#10BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$COP$MS$AMGN$FTNT$SYK
$2.4B
787 positions
#11Peak Asset Management, LLCActive
Some overlap · 5 shared positions
$FTNT$COP$PCAR$EMR$SYK
$567M
148 positions
#12Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$COP$MS$FTNT$USB$KLAC
$552M
93 positions
#13CMC Financial GroupActive
Some overlap · 5 shared positions
$ET$EPD$WT$USB$AGQ
$51M
38 positions
#14Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$ET$EPD$AMGN$WFC
$891M
88 positions
#15Forza Wealth Management, LLCPassive
Some overlap · 6 shared positions
$COP$MS$AMGN$USB$EMR$UNIT
$287M
188 positions
#16North Forty Two & Co.Passive
Some overlap · 5 shared positions
$COP$AMGN$WFC$WT$USB
$108M
97 positions
#17Aft, Forsyth & Sober, LLCActive
Some overlap · 6 shared positions
$WFC$COP$MS$PLTR$FTNT$KLAC
$328M
62 positions
#18SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$COP$AMGN$WFC$USB
$728M
79 positions
#19Counterweight Ventures, LLCPassive
Some overlap · 5 shared positions
$MS$AMGN$USB$PLTR$WM
$178M
80 positions
#20Insight Inv LLCPassive
Some overlap · 4 shared positions
$COP$MS$AMGN$EMR
$183M
104 positions
#21Lionsbridge Wealth Management LLCActive
Some overlap · 5 shared positions
$COP$WT$USB$AGQ$DIA
$99M
59 positions
#22IAM Advisory, LLCActive
Some overlap · 6 shared positions
$AMGN$WT$USB$AGQ$WM$PLTR
$446M
95 positions
#23Stack Financial Management, IncActive
Some overlap · 6 shared positions
$COP$AGQ$WM$PCAR$EMR$SYK
$1.4B
52 positions
#24Verity Asset Management, Inc.Passive
Some overlap · 5 shared positions
$EPD$AMGN$USB$AGQ$UNIT
$238M
213 positions
#25CHILDRESS CAPITAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$COP$ET$EPD$KLAC
$555M
376 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.