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Hedge Funds Similar to Gibbs Wealth

13F Portfolio OverlapQ3 2026Gibbs Wealth portfolio →
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Most similar hedge funds by 13F overlap

Gibbs Wealth Management is an institutional investor managing $955M across 512 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Gibbs Wealth are JOURNEY RETIREMENT PLANNING & INVESTMENT, Third View Private Wealth, Cohen Investment Advisors, with shared positions in $BA, $VZ, $SHOP, $CRM, $MCD, $PM. The full ranking of 25 similar funds is below.

#1JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Some overlap · 11 shared positions
$BA$VZ$SHOP$CRM$MCD$PM
$140M
170 positions
#2Third View Private Wealth, LLCPassive
Some overlap · 8 shared positions
$ADI$BA$SHOP$VRTX$DIS$MNST
$814M
291 positions
#3Cohen Investment Advisors LLCPassive
Some overlap · 7 shared positions
$BA$VZ$CRM$MCD$DIS$WFC
$233M
81 positions
#4InvesTrustPassive
Some overlap · 8 shared positions
$VZ$BA$MCD$PM$DIS$WFC
$247M
91 positions
#5ONE WEALTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 8 shared positions
$BA$SHOP$CRM$VRTX$DIS$MNST
$267M
123 positions
#6Portside Wealth Group, LLCPassive
Some overlap · 8 shared positions
$BA$VZ$PM$SHOP$DIS$WFC
$901M
523 positions
#7LOOMIS SAYLES & CO L PActive
Some overlap · 7 shared positions
$BA$SHOP$CRM$VRTX$DIS$MNST
$79.8B
707 positions
#8Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$ADI$VZ$CRM$DIS$SBUX
$116M
240 positions
#9Cravens & Co Advisors, LLCActive
Some overlap · 7 shared positions
$BA$CRM$PM$SHOP$VRTX$DIS
$147M
61 positions
#10HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 5 shared positions
$ADI$VZ$BA$WFC$MNST
$465M
139 positions
#11DCM Advisors, LLCActive
Some overlap · 7 shared positions
$BA$VZ$MCD$PM$DIS$WFC
$253M
38 positions
#12Ally Financial Inc.Active
Some overlap · 6 shared positions
$BA$VZ$CRM$MCD$DIS$WFC
$775M
131 positions
#13Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$ADI$VZ$CRM$MCD
$327M
94 positions
#14Peoples Bank/KSPassive
Some overlap · 5 shared positions
$ADI$VZ$MCD$WFC$CVS
$103M
97 positions
#15Hillman Capital Management, Inc.Passive
Some overlap · 6 shared positions
$BA$VZ$CRM$DIS$STZ$CVS
$138M
54 positions
#16Midway Capital Research & ManagementActive
Some overlap · 5 shared positions
$ADI$SHOP$MCD$DIS$SBUX
$118M
50 positions
#17BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ADI$MCD$VZ$DIS$CVS
$138M
208 positions
#18R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ADI$BA$PM$WMB
$188M
39 positions
#19Destination Wealth ManagementPassive
Some overlap · 4 shared positions
$ADI$VZ$MCD$DIS
$4.3B
344 positions
#20DAVIDSON INVESTMENT ADVISORSActive
Some overlap · 5 shared positions
$ADI$BA$PM$VRTX$CVS
$2.4B
122 positions
#21ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ADI$BA$MCD$SBUX
$878M
73 positions
#22Scissortail Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ADI$VZ$WFC$WMB
$520M
106 positions
#23SP Asset Management LLCActive
Some overlap · 5 shared positions
$ADI$PM$WFC$SBUX$CRM
$1.2B
137 positions
#24Sepio Capital, LPActive
Some overlap · 6 shared positions
$BA$SHOP$PM$VRTX$MNST$SBUX
$2.5B
304 positions
#25CITIZENS & NORTHERN CORPActive
Some overlap · 5 shared positions
$ADI$BA$CRM$WFC$CVS
$438M
117 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.