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Hedge Funds Similar to GILPIN WEALTH

13F Portfolio OverlapQ2 2026GILPIN WEALTH portfolio →
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Most similar hedge funds by 13F overlap

GILPIN WEALTH MANAGEMENT, LLC is an institutional investor managing $145M across 1,064 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 GILPIN WEALTH are Peak Asset, Aldebaran Financial, DIVIDEND ASSETS, with shared positions in $FTNT, $PCAR, $EMR, $COP, $DIS, $SYK. The full ranking of 25 similar funds is below.

#1Peak Asset Management, LLCPassive
Notable overlap · 8 shared positions
$FTNT$PCAR$EMR$COP$DIS$SYK
$680M
181 positions
#2Aldebaran Financial Inc.Passive
Notable overlap · 4 shared positions
$FTNT$WM$DIS$ET
$123M
82 positions
#3DIVIDEND ASSETS CAPITAL, LLCPassive
Notable overlap · 4 shared positions
$ET$AMGN$EPD$KLAC
$517M
137 positions
#4Fulcrum Capital LLCActive
Notable overlap · 4 shared positions
$FTNT$WM$SPGI$AMGN
$493M
103 positions
#5R.H. Investment Group, LLCActive
Notable overlap · 5 shared positions
$EPD$AMGN$WFC$COP$PLTR
$133M
47 positions
#6Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$ET$EPD$WFC$AMGN
$882M
88 positions
#7ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 5 shared positions
$WFC$AMGN$WM$EMR$BNY
$460M
220 positions
#8Ravenstone Capital Management Inc.Active
Some overlap · 4 shared positions
$FTNT$SPGI$DIS$VRT
$244M
54 positions
#9CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$ET$EPD$MTZ$STRL
$2.2B
73 positions
#10DMC Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$FTNT$AMGN$MTZ$EMR
$146M
128 positions
#11MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$KLAC$EPD$AMGN$MTZ$SYK$COP
$1.5B
245 positions
#12ACCESS FINANCIAL SERVICES, INC.Active
Some overlap · 3 shared positions
$FTNT$KLAC$AMGN
$305M
103 positions
#13LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$ET$EPD$DIS$WM$WFC
$489M
244 positions
#14CHILDRESS CAPITAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ET$KLAC$EPD$COP
$610M
378 positions
#15PIN OAK INVESTMENT ADVISORS INCPassive
Some overlap · 4 shared positions
$ET$EPD$PLTR$WFC
$138M
479 positions
#16CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$WFC$KLAC$EMR$SYK$MTZ
$1.3B
99 positions
#17Aft, Forsyth & Sober, LLCActive
Some overlap · 5 shared positions
$KLAC$WFC$PLTR$FTNT$COP
$320M
60 positions
#18DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$AMGN$FTNT$WM$SYK
$124M
100 positions
#19STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 5 shared positions
$WFC$KLAC$DIS$AMGN$EMR
$146.1B
107 positions
#20Empire Financial Management Company, LLCPassive
Some overlap · 4 shared positions
$AMGN$ET$EMR$COP
$253M
139 positions
#21Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$WM$EMR$KLAC$BNY
$297M
103 positions
#22Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$AMGN$WFC$DIS$SYK
$1.0B
765 positions
#23Providence Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$WFC$WM$EMR$DIS$SYK$SPGI
$660M
385 positions
#24LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 4 shared positions
$FTNT$WM$PLTR$KLAC
$138M
71 positions
#25C2C Wealth Management, LLCPassive
Some overlap · 5 shared positions
$EPD$WFC$SYK$AMGN$ET
$128M
95 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.