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Hedge Funds Similar to GARDNER RUSSO & QUINN

13F Portfolio OverlapQ2 2026GARDNER RUSSO & QUINN portfolio →
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Most similar hedge funds by 13F overlap

GARDNER RUSSO & QUINN LLC is an institutional investor managing $8.9B across 85 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 GARDNER RUSSO & QUINN are Vigil Wealth, SIMA Wealth Partners, Ridgepath, with shared positions in $PM, $UBER, $MO, $PEP, $MKL, $DOV. The full ranking of 25 similar funds is below.

#1Vigil Wealth Management, LLCActive
Notable overlap · 4 shared positions
$PM$UBER$MO$PEP
$140M
81 positions
#2SIMA Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$PM$MO$MKL$PEP
$141M
130 positions
#3Ridgepath Capital Management LLCActive
Notable overlap · 3 shared positions
$PM$MO$DOV
$227M
54 positions
#4Graver Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$PM$MO$PEP
$140M
26 positions
#5RDST Capital LLCActive
Notable overlap · 3 shared positions
$MLM$DASH$UNP
$1.2B
18 positions
#6BRIDGER MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$MLM$UBER$DASH
$150M
24 positions
#7Arrow Capital Management, LLCActive
Notable overlap · 3 shared positions
$PM$DASH$CR
$181M
21 positions
#8Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$PM$MO$DOV
$1.2B
127 positions
#9Wealth Management NebraskaSmart money
Notable overlap · 4 shared positions
$PM$UNP$DOV$AXP
$1.1B
106 positions
#10Rothschild & Co Wealth Management UK LtdSmart money
Some overlap · 3 shared positions
$SUNB$CCZ$AXP
$6.9B
25 positions
#11Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$PM$MO$ABT
$394M
99 positions
#12Rather & Kittrell, Inc.Active
Some overlap · 4 shared positions
$MLM$PM$MO$VMC
$716M
108 positions
#13Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$PM$MO$PEP
$263M
148 positions
#14Kennon-Green & Company, LLCActive
Some overlap · 5 shared positions
$PM$BF-A$MO$MKC$PEP
$128M
41 positions
#15Black Creek Investment Management Inc.Active
Some overlap · 3 shared positions
$UBER$BF-A$SUNB
$1.8B
27 positions
#16R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$PM$UNP$PEP
$133M
47 positions
#17DELTEC ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$DASH$UBER$PM
$677M
264 positions
#18RBO & CO LLCActive
Some overlap · 5 shared positions
$PM$BF-A$MO$PEP$ABT
$628M
56 positions
#19Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PM$MO$MKL
$240M
74 positions
#20Savoir Faire Capital Management, L.P.Active
Some overlap · 3 shared positions
$PM$BUD$MKC
$161M
43 positions
#21Strategic Family Wealth Counselors, L.L.C.Passive
Some overlap · 5 shared positions
$UBER$UNP$DOV$WRBY$AXP
$430M
178 positions
#22CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 4 shared positions
$PM$UBER$SUNB$VMC
$331M
90 positions
#23BloombergSen Inc.Smart money
Some overlap · 3 shared positions
$SUNB$DASH$UBER
$1.3B
31 positions
#24Foyston, Gordon, & Payne IncPassive
Some overlap · 5 shared positions
$PM$UBER$SUNB$UNP$AXP
$468M
68 positions
#25Juno Financial Group LLCActive
Some overlap · 6 shared positions
$UBER$PM$MO$UNP$PEP$FULT
$282M
73 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.