What hedge funds are most similar to Gerald Baker Financial Group LLC?

The funds with the most similar 13F portfolios to Gerald Baker Financial Group LLC are Aurdan ,, Plotkin Financial Advisors,, Juno Financial Group, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Gerald Baker Financial Group

13F Portfolio OverlapQ1 2026Gerald Baker Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Gerald Baker Financial Group LLC is an institutional investor managing $253M across 107 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 Gerald Baker Financial Group are Aurdan ,, Plotkin Financial Advisors,, Juno Financial Group, with shared positions in $HUM, $LOW, $PM, $MO, $KO, $KR. The full ranking of 25 similar funds is below.

#1Aurdan Capital Management, LLCActive

Notable overlap · 6 shared positions

$HUM $LOW $PM $MO $KO $KR

$333M

88 positions

#2Plotkin Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$HUM $AGQ $CEG $KO

$199M

100 positions

#3Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$HUM $LOW $DHR $PM $MO

$255M

70 positions

#4Jackson, Grant Investment Advisers, Inc.Active

Notable overlap · 4 shared positions

$HUM $AGQ $MCD $KO

$300M

398 positions

#5Mendel Capital Management LLCPassive

Notable overlap · 3 shared positions

$HUM $AGQ $KR

$199M

97 positions

#6Guilbault Capital LLCPassive

Notable overlap · 6 shared positions

$HUM $PM $MO $AGQ $UNP $KO

$91M

67 positions

#7CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Notable overlap · 5 shared positions

$HUM $DHR $MCD $UNP $KO

$184M

66 positions

#8Allred Capital Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $AGQ $UNP $KO

$275M

155 positions

#9SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 6 shared positions

$HUM $MO $UNP $KO $AGQ $KR

$212M

66 positions

#10Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 4 shared positions

$HUM $DHR $MCD $PM

$251M

83 positions

#11INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 4 shared positions

$HUM $MCD $KO $CEG

$314M

130 positions

#12Councilmark Asset Management, LLCActive

Notable overlap · 3 shared positions

$HUM $PM $UNP

$174M

85 positions

#13Finward BancorpPassive

Notable overlap · 5 shared positions

$AGQ $HUM $MCD $WELL $KO

$125M

104 positions

#14MJP ASSOCIATES INC /ADVPassive

Notable overlap · 3 shared positions

$HUM $AGQ $KO

$824M

231 positions

#15Aznar Financial Advisors, LLC

Notable overlap · 3 shared positions

$HUM $DHR $PM

$104M

31 positions

#16Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$HUM $DHR $KO

$480M

160 positions

#17Madson Wealth Advisors IncPassive

Notable overlap · 3 shared positions

$HUM $DHR $KO

$120M

84 positions

#18Stokes Family Office, LLCPassive

Notable overlap · 3 shared positions

$HUM $PM $MO

$969M

276 positions

#19Wolfstich Capital, LLCActive

Notable overlap · 3 shared positions

$HUM $MO $KO

$114M

45 positions

#20CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 5 shared positions

$HUM $PM $MCD $UNP $KO

$105M

80 positions

#21Cascades Capital Asset Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $MCD $LOW

$239M

158 positions

#22FIDELITY D & D BANCORP INCActive

Notable overlap · 4 shared positions

$HUM $MCD $AGQ $PM

$249M

107 positions

#23WEST PACES ADVISORS INC.Active

Notable overlap · 4 shared positions

$HUM $AGQ $KO $MCD

$516M

197 positions

#24Aberdeen Wealth Management LLCActive

Notable overlap · 4 shared positions

$HUM $LOW $UNP $KO

$219M

179 positions

#25PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$HUM $CEG $DRI $MCD

$198M

106 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.