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 Gemmer Asset

13F Portfolio OverlapQ3 2026Gemmer Asset portfolio →

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Most similar hedge funds by 13F overlap

Gemmer Asset Management LLC is an institutional investor managing $1.5B across 189 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Gemmer Asset are WealthBridge Investment Counsel, Dickmeyer Boyce Financial, Cypress, with shared positions in $SBUX, $LHX, $ETN, $QCOM, $RIO, $LITE. The full ranking of 25 similar funds is below.

#1WealthBridge Investment Counsel Inc.Active

Some overlap · 3 shared positions

$SBUX $LHX $ETN

$377M

44 positions

#2Dickmeyer Boyce Financial Management, Inc.Passive

Slight overlap · 3 shared positions

$SBUX $QCOM $RIO

$195M

127 positions

#3Cypress Capital, LLCActive

Slight overlap · 3 shared positions

$SBUX $ETN $QCOM

$377M

117 positions

#4Blossom Wealth ManagementActive

Slight overlap · 3 shared positions

$SBUX $LHX $QCOM

$71M

72 positions

#5Prudent Man Advisors, LLCPassive

Slight overlap · 4 shared positions

$SBUX $LHX $LITE $ETN

$438M

141 positions

#6Oak Harvest Investment ServicesPassive

Slight overlap · 3 shared positions

$SBUX $ETN $RIO

$1.1B

166 positions

#7Capstone Capital Management LtdPassive

Slight overlap · 4 shared positions

$CIEN $LITE $WDC $QCOM

$247M

150 positions

#8Goldstream Capital Management LtdActive

Slight overlap · 4 shared positions

$CIEN $LITE $WDC $QCOM

$132M

45 positions

#9MRWM Advisors, LLCActive

Slight overlap · 3 shared positions

$SBUX $ETN $QCOM

$243M

80 positions

#10SMART Wealth LLCPassive

Slight overlap · 4 shared positions

$CIEN $LITE $WDC $YMM

$464M

222 positions

#11Amanah Holdings TrustSmart money

Slight overlap · 4 shared positions

$CIEN $LITE $WDC $RIO

$1.8B

21 positions

#12MeadowBrook Investment Advisors LLCPassive

Slight overlap · 3 shared positions

$SBUX $LHX $ETN

$126M

196 positions

#13Collar Capital Management, LLCPassive

Slight overlap · 3 shared positions

$SBUX $WDC $QCOM

$170M

73 positions

#14Capstone Financial Advisors, Inc.Smart money

Slight overlap · 3 shared positions

$SBUX $ETN $QCOM

$2.1B

192 positions

#15Aspen Wealth Strategies, LLCActive

Slight overlap · 3 shared positions

$SBUX $QCOM $RIO

$207M

89 positions

#16Jericho Capital Asset Management L.P.Active

Slight overlap · 3 shared positions

$CIEN $LITE $WDC

$12.1B

29 positions

#17SEEDS INVESTOR LLCPassive

Slight overlap · 3 shared positions

$CIEN $LITE $WDC

$973M

379 positions

#18Williamson Legacy Group, LLCPassive

Slight overlap · 3 shared positions

$CIEN $LITE $WDC

$201M

75 positions

#19PATTON FUND MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$CIEN $LITE $WDC

$389M

77 positions

#20Park Capital Management, LLC / WIPassive

Slight overlap · 3 shared positions

$CIEN $LITE $WDC

$197M

224 positions

#21UNICOM Systems, Inc.Active

Slight overlap · 3 shared positions

$CIEN $LITE $WDC

$1.5B

39 positions

#22HANSEATIC MANAGEMENT SERVICES INCPassive

Slight overlap · 3 shared positions

$CIEN $LITE $WDC

$122M

91 positions

#23Fedenia Advisers LLCActive

Slight overlap · 3 shared positions

$CIEN $LITE $WDC

$425M

121 positions

#24Estate Counselors, LLCSmart money

Slight overlap · 3 shared positions

$CIEN $LITE $WDC

$1.2B

92 positions

#25Silvant Capital Management LLCActive

Slight overlap · 3 shared positions

$CIEN $LITE $WDC

$3.4B

385 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.