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Hedge Funds Similar to Gibbs Wealth

13F Portfolio OverlapQ1 2026Gibbs Wealth portfolio →
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Most similar hedge funds by 13F overlap

Gibbs Wealth Management is an institutional investor managing $762M across 433 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 Gibbs Wealth are Phoenix Wealth Advisors, Portside Wealth Group,, Revisor Wealth, with shared positions in $SE, $GMM, $ADI, $VZ, $WFC, $USB. The full ranking of 25 similar funds is below.

#1Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$SE$GMM$ADI$VZ$WFC
$253M
126 positions
#2Portside Wealth Group, LLCPassive
Some overlap · 11 shared positions
$GMM$USB$SE$BA$VZ$SHOP
$738M
464 positions
#3Revisor Wealth Management LLCPassive
Some overlap · 7 shared positions
$USB$GMM$JHG$CRM$MCD$PM
$362M
327 positions
#44WEALTH ADVISORS, INC.Passive
Some overlap · 5 shared positions
$USB$SE$JHG$BA$MCD
$117M
142 positions
#5BLUELINE ADVISORS LLCActive
Some overlap · 4 shared positions
$SE$USB$JHG$DIS
$129M
217 positions
#6Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$SE$ADI$AMAT$USB$MCD
$337M
109 positions
#7MMA ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SE$USB$JHG$MCD$SHOP
$284M
179 positions
#8Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$SE$ADI$USB$VZ$RY
$873M
189 positions
#9ST GERMAIN D J CO INCPassive
Some overlap · 7 shared positions
$GMM$JHG$SE$SOLV$VZ$CRM
$2.5B
901 positions
#10STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 6 shared positions
$SE$GMM$SOLV$SHOP$CRM$AMAT
$113M
82 positions
#11Richmond Investment Services, LLCPassive
Some overlap · 5 shared positions
$USB$GMM$JHG$SE$CRM
$619M
255 positions
#12Cobblestone Asset Management LLCPassive
Some overlap · 4 shared positions
$SE$GMM$SOLV$PM
$222M
73 positions
#13WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$SE$USB$GMM
$508M
107 positions
#14CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SE$GMM$VZ$MCD
$971M
146 positions
#15KEYSTONE INVESTORS PTE LTD
Some overlap · 3 shared positions
$SE$USB$MCD
$1.1B
77 positions
#16Van Diest Capital, LLCPassive
Some overlap · 7 shared positions
$USB$AMAT$ADI$CRM$PM$DIS
$127M
190 positions
#17Cornerstone National Bank & Trust CoPassive
Some overlap · 5 shared positions
$SE$ADI$SHOP$CRM$DIS
$271M
209 positions
#18Topel & Distasi Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$USB$GMM
$193M
58 positions
#19Dodds Wealth, LLCSmart money
Some overlap · 3 shared positions
$SE$USB$DIS
$407M
51 positions
#20Financial Network Wealth Advisors LLCPassive
Some overlap · 8 shared positions
$GMM$USB$SE$SOLV$VZ$MCD
$98M
772 positions
#21SUSQUEHANNA ADVISORS GROUP, INC.Active
Some overlap · 5 shared positions
$SE$USB$SHOP$RY$BA
$3.0B
126 positions
#22DAVIS SELECTED ADVISERSActive
Some overlap · 5 shared positions
$USB$AMAT$SOLV$SE$WFC
$21.8B
112 positions
#23RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$USB$JHG$VZ$MCD$PM
$136M
86 positions
#24Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$USB$JHG$ADI$MCD$WFC
$1.3B
129 positions
#25ONE Advisory Partners, LLCActive
Some overlap · 3 shared positions
$SE$GMM$AMAT
$324M
72 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.