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Hedge Funds Similar to GILL PARTNERS,

13F Portfolio OverlapQ1 2026GILL PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

GILL CAPITAL PARTNERS, LLC is an institutional investor managing $348M across 701 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 GILL PARTNERS, are Kesler, Norman & Wride,, Eagle Bluffs Wealth, Cypress ,, with shared positions in $KR, $MAR, $LMT, $SCHW, $NEA, $NAD. The full ranking of 25 similar funds is below.

#1Kesler, Norman & Wride, LLCPassive
Some overlap · 3 shared positions
$KR$MAR$LMT
$581M
245 positions
#2Eagle Bluffs Wealth Management LLCActive
Some overlap · 4 shared positions
$SCHW$NEA$NAD$NBB
$257M
80 positions
#3Cypress Capital, LLCActive
Some overlap · 4 shared positions
$AGQ$KR$SCHW$LMT
$351M
95 positions
#4Stony Point Wealth Management Inc.Passive
Some overlap · 4 shared positions
$KR$SCHW$MAR$LMT
$252M
96 positions
#5Richmond Brothers, Inc.Smart money
Some overlap · 3 shared positions
$AGQ$SCHW$MAR
$150M
36 positions
#6Hennion & Walsh Asset Management, Inc.Passive
Some overlap · 5 shared positions
$AGQ$NEA$PML$NAD$LMT
$3.0B
928 positions
#7Safe Harbor Fiduciary, LLCPassive
Some overlap · 3 shared positions
$AGQ$SCHW$PDI
$105M
56 positions
#8Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$KR$SCHW$LMT
$105M
62 positions
#9GTS SECURITIES LLCPassive
Some overlap · 3 shared positions
$AGQ$SCHW$MAR
$2.8B
1,482 positions
#10PURE PORTFOLIOS HOLDINGS LLC
Some overlap · 4 shared positions
$AGQ$SCHW$LMT$SHOP
$332M
104 positions
#11Ted Buchan & CoPassive
Some overlap · 3 shared positions
$AGQ$SCHW$SHOP
$275M
88 positions
#12Cordoba Advisory Partners LLCPassive
Some overlap · 3 shared positions
$AGQ$SCHW$SHOP
$362M
118 positions
#13Retirement Planning Co of New England, Inc.Passive
Some overlap · 3 shared positions
$AGQ$SCHW$MAR
$246M
248 positions
#14Spectrum Financial Alliance Ltd LLCActive
Some overlap · 3 shared positions
$AGQ$SCHW$LMT
$520M
30 positions
#15MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$AGQ$KR$SCHW$LMT
$184M
74 positions
#16Mendel Capital Management LLCPassive
Some overlap · 3 shared positions
$AGQ$KR$LMT
$199M
97 positions
#17Capital Investment Advisors, LLCActive
Some overlap · 3 shared positions
$AGQ$SCHW$LMT
$6.2B
693 positions
#18Noble Wealth Management PBCPassive
Some overlap · 3 shared positions
$SCHW$PDI$NBB
$223M
778 positions
#19Melone Private Wealth, LLCPassive
Some overlap · 4 shared positions
$NEA$NAD$HBAN$AGQ
$245M
60 positions
#20Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$AGQ$SCHW$MAR
$619M
138 positions
#21KWMG, LLCActive
Slight overlap · 3 shared positions
$SCHW$KR$MAR
$1.2B
147 positions
#22CROBANPassive
Slight overlap · 3 shared positions
$SCHW$KR$LMT
$213M
73 positions
#23Jacobs Equity LLCPassive
Slight overlap · 3 shared positions
$SCHW$KR$MAR
$112M
105 positions
#24Capital Investment Counsel, IncActive
Slight overlap · 3 shared positions
$AGQ$SCHW$LMT
$816M
249 positions
#25Thomas J. Herzfeld Advisors, Inc.Active
Slight overlap · 3 shared positions
$AGQ$PDI$JFR
$294M
115 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.