13F Pro

Hedge Funds Similar to Guilbault

13F Portfolio OverlapQ2 2026Guilbault portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Guilbault Capital LLC is an institutional investor managing $100M across 73 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 Guilbault are STEVENS PARTNERS, COTTONWOOD ADVISORS, Nvest Wealth Strategies, with shared positions in $UNP, $SPGI, $OKE, $MO, $PM, $MS. The full ranking of 25 similar funds is below.

#1STEVENS CAPITAL PARTNERSActive
Notable overlap · 3 shared positions
$UNP$SPGI$OKE
$526M
157 positions
#2COTTONWOOD CAPITAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$UNP$MO$PM$MS$PEP
$166M
90 positions
#3Nvest Wealth Strategies, Inc.Active
Notable overlap · 3 shared positions
$UNP$SPGI$MS
$138M
347 positions
#4BCWM, LLCPassive
Notable overlap · 4 shared positions
$UNP$NOC$MO$PEP
$342M
57 positions
#5Stolper CoPassive
Some overlap · 6 shared positions
$UNP$NOC$MS$PM$MO$OKE
$387M
90 positions
#6WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$UNP$PM$MO$OKE
$97M
110 positions
#7American Money Management, LLCPassive
Some overlap · 4 shared positions
$PM$UNP$SPGI$NOC
$700M
174 positions
#8Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$PM$MO$MS$BTI$JCI
$10.2B
208 positions
#9Global Strategic Investment Solutions, LLCActive
Some overlap · 3 shared positions
$BXSL$MS$MPC
$1.1B
153 positions
#10Wrenne Financial Planning LLCSmart money
Some overlap · 4 shared positions
$NOC$PM$MO$BTI
$296M
60 positions
#11Cherokee Insurance CoPassive
Some overlap · 6 shared positions
$UNP$MS$BTI$MO$OKE$MPC
$259M
124 positions
#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$UNP$SPGI$MS$PEP
$529M
72 positions
#13All Terrain Financial Advisors, LLCActive
Some overlap · 3 shared positions
$BXSL$UNP$PEP
$615M
157 positions
#14TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$PM$UNP$MO$BTI$PEP
$798M
187 positions
#15Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$UNP$PM$MS$PEP
$253M
63 positions
#16O'Domhnaill Enterprises, Inc.Passive
Some overlap · 5 shared positions
$PM$MO$NOC$HII$MPC
$125M
61 positions
#17Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$UNP$MS$NOC
$258M
57 positions
#18Morey & Quinn Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$UNP$ALL$OKE
$155M
143 positions
#19GQG Partners LLCActive
Some overlap · 4 shared positions
$PM$ALL$MO$BTI
$53.8B
102 positions
#20Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$PM$UNP$MO$PEP
$263M
373 positions
#21Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$UNP$PM$MS
$856M
89 positions
#22Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$UNP$SPGI$PEP
$108M
52 positions
#23HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$PM$MO$UNP$PEP$OKE
$252M
43 positions
#24OPAL CAPITAL LLCPassive
Some overlap · 5 shared positions
$PM$UNP$MO$BTI$PEP
$560M
136 positions
#25R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$UNP$PM$PEP
$133M
47 positions

Compare Guilbault’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Guilbault’s holdings

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.