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 Guilbault

13F Portfolio OverlapQ1 2026Guilbault portfolio →

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Most similar hedge funds by 13F overlap

Guilbault Capital LLC is an institutional investor managing $91M across 67 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 Guilbault are CMC Financial Group, Bronte Pty Ltd., Provident Wealth ,, with shared positions in $REGN, $IBM, $AGQ, $PM, $CTVA, $MS. The full ranking of 25 similar funds is below.

#1CMC Financial GroupActive

Notable overlap · 3 shared positions

$REGN $IBM $AGQ

$51M

38 positions

#2Bronte Capital Management Pty Ltd.Active

Notable overlap · 3 shared positions

$REGN $PM $CTVA

$1.0B

54 positions

#3Provident Wealth Management, LLCActive

Notable overlap · 5 shared positions

$REGN $MS $AGQ $KO $HUM

$331M

134 positions

#4Longview Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$REGN $PM $DUK $KO $MS

$164M

163 positions

#5Copley Financial Group, Inc.Active

Notable overlap · 4 shared positions

$REGN $LYB $MS $KO

$166M

115 positions

#6Paragon Capital Management LtdActive

Notable overlap · 4 shared positions

$REGN $HUM $AGQ $IBM

$476M

199 positions

#7Prota Financial, LLCActive

Notable overlap · 4 shared positions

$REGN $BXSL $MS $KO

$138M

67 positions

#8Commerce Advisors, LLCPassive

Notable overlap · 4 shared positions

$REGN $KO $IBM $BXSL

$119M

122 positions

#9Wolfstich Capital, LLCActive

Notable overlap · 4 shared positions

$HUM $KO $IBM $MO

$114M

45 positions

#10Anson Capital, Inc.Passive

Notable overlap · 3 shared positions

$REGN $HUM $AGQ

$146M

90 positions

#11INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 3 shared positions

$HUM $REGN $KO

$314M

130 positions

#12Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$KO $NOC $IBM $UNP $HUM $MS

$446M

104 positions

#13Gerald Baker Financial Group LLCPassive

Notable overlap · 6 shared positions

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

$253M

107 positions

#14Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $REGN $JXN

$194M

54 positions

#15Plan Group Financial, LLCPassive

Notable overlap · 6 shared positions

$REGN $HUM $PM $MO $DUK $IBM

$426M

229 positions

#16Allred Capital Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $KO $ALL $UNP $AGQ

$275M

155 positions

#17Orion Investment CoActive

Notable overlap · 3 shared positions

$REGN $HII $UNP

$315M

69 positions

#18Decker Wealth Management LLCPassive

Notable overlap · 4 shared positions

$REGN $IBM $HUM $DUK

$441M

105 positions

#19Accordant Advisory Group IncPassive

Notable overlap · 3 shared positions

$REGN $JXN $HUM

$161M

238 positions

#20Drucker Wealth 3.0, LLCPassive

Notable overlap · 4 shared positions

$REGN $HUM $PM $KO

$573M

266 positions

#21Mid-American Wealth Advisory Group, Inc.Active

Notable overlap · 3 shared positions

$HUM $KO $MO

$237M

55 positions

#22Aurdan Capital Management, LLCActive

Notable overlap · 4 shared positions

$HUM $PM $KO $MO

$333M

88 positions

#23Post Resch Tallon Group Inc.Passive

Notable overlap · 4 shared positions

$REGN $HUM $IBM $MS

$124M

120 positions

#24Advisor OS, LLCPassive

Notable overlap · 4 shared positions

$HUM $NOC $AGQ $KO

$1.4B

575 positions

#25Fortis Advisors, LLCPassive

Notable overlap · 5 shared positions

$HUM $REGN $AGQ $MS $UNP

$200M

119 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.