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Hedge Funds Similar to Gem Investment Advisors

13F Portfolio OverlapQ2 2026Gem Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Gem Investment Advisors, LLC is an institutional investor managing $163M across 36 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 Gem Investment Advisors are Nitor, Newtyn, Dauntless Investment Group, with shared positions in $TRC, $CF, $JOE, $QDEL, $GRAL, $AD. The full ranking of 17 similar funds is below.

#1Nitor Capital Management LLCSmart money
Notable overlap · 3 shared positions
$TRC$CF$JOE
$148M
24 positions
#2Newtyn Management, LLCActive
Some overlap · 3 shared positions
$QDEL$GRAL$AD
$801M
34 positions
#3Dauntless Investment Group, LLCActive
Some overlap · 3 shared positions
$JOE$DRTS$COUR
$127M
73 positions
#4AYAL Capital Advisors LtdActive
Some overlap · 3 shared positions
$SHC$QDEL$SWIM
$370M
44 positions
#5Sessa Capital IM, L.P.Smart money
Some overlap · 3 shared positions
$SHC$GRAL$FTRE
$6.0B
30 positions
#6Orchard Capital Management, LLCPassive
Some overlap · 3 shared positions
$GTX$CF$DRVN
$103M
44 positions
#7Kerrisdale Advisers, LLCActive
Some overlap · 3 shared positions
$SHC$UHAL$LRN
$399M
114 positions
#8Peapod Lane Capital LLCPassive
Some overlap · 5 shared positions
$PCYO$NNDM$STHO$SEG$ACTG
$148M
61 positions
#9Oppenheimer & Close, LLCPassive
Some overlap · 3 shared positions
$TRC$UHAL$CEF
$159M
57 positions
#10O'Keefe Stevens Advisory, Inc.Active
Some overlap · 3 shared positions
$SHC$SEG$FPH
$488M
81 positions
#11Murchinson Ltd.Passive
Slight overlap · 3 shared positions
$ORMP$NNDM$TDAY
$725M
125 positions
#12Teton Advisors, LLCPassive
Slight overlap · 3 shared positions
$TRC$GTX$ATEX
$173M
157 positions
#13Marble Bar Asset Management LLPActive
Slight overlap · 4 shared positions
$QDEL$ATEX$GRAL$AD
$144M
42 positions
#14HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$BTC$TRC$JOE
$8.8B
351 positions
#15Rangeley Capital, LLCPassive
Slight overlap · 3 shared positions
$STHO$SEG$DRVN
$109M
183 positions
#16Marquette Asset Management, LLCActive
Slight overlap · 3 shared positions
$STHO$SEG$ACTG
$779M
831 positions
#17MSRH, LLC
Slight overlap · 3 shared positions
$BTC$SEG$TRC
$113M
29 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.