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Hedge Funds Similar to Gerald Baker Financial Group

13F Portfolio OverlapQ3 2026Gerald Baker Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Gerald Baker Financial Group LLC is an institutional investor managing $354M across 123 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 Gerald Baker Financial Group are Hedges Asset, HUTNER, Slagle Financial, with shared positions in $GBCI, $LUV, $BA, $PM, $MO, $MCD. The full ranking of 25 similar funds is below.

#1Hedges Asset Management LLCPassive
Notable overlap · 3 shared positions
$GBCI$LUV$BA
$152M
108 positions
#2HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 6 shared positions
$PM$MO$MCD$O$UNP$PEP
$252M
43 positions
#3Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$PM$MO$O$MCD$PEP$EXC
$334M
127 positions
#4Brentview Investment Management LLCActive
Some overlap · 6 shared positions
$PM$O$WELL$CEG$UNP$PEP
$253M
63 positions
#5Compton Financial Group, LLCActive
Some overlap · 6 shared positions
$PM$MO$CEG$PEP$EXC$BA
$519M
84 positions
#6Kennon-Green & Company, LLCActive
Some overlap · 5 shared positions
$PM$MO$MCD$PEP$MDLZ
$131M
42 positions
#7Windle Wealth, LLCActive
Some overlap · 5 shared positions
$MO$O$MCD$WELL$PEP
$249M
35 positions
#8Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$PM$MO$O$PEP
$274M
79 positions
#9Canal Capital Management, LLCPassive
Some overlap · 4 shared positions
$PM$MO$O$UNP
$819M
220 positions
#10Graver Capital Management, LLCSmart money
Some overlap · 4 shared positions
$PM$MO$MCD$PEP
$140M
26 positions
#11Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$PM$MO$MCD$PEP
$497M
948 positions
#12SIMA Wealth Partners, LLCActive
Some overlap · 4 shared positions
$PM$MO$MCD$PEP
$143M
138 positions
#13RBO & CO LLCActive
Some overlap · 5 shared positions
$PM$MCD$MO$PEP$MDLZ
$628M
56 positions
#14Holland Advisory Services, Inc.Active
Some overlap · 4 shared positions
$PM$MO$MCD$MDLZ
$96M
50 positions
#15DoubleLine ETF Adviser LPPassive
Some overlap · 6 shared positions
$PM$MO$WELL$O$PEP$MDLZ
$242M
170 positions
#16TECTONIC ADVISORS LLCPassive
Some overlap · 4 shared positions
$NNN$MO$O$PEP
$2.2B
277 positions
#17Asset Planning,IncPassive
Some overlap · 4 shared positions
$MO$O$MCD$WELL
$152M
327 positions
#18Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$PM$MO$O
$94M
64 positions
#19Southland Equity Partners LLCPassive
Some overlap · 6 shared positions
$O$MCD$NNN$PM$PEP$WELL
$583M
292 positions
#20Vermillion & White Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$PM$MO$CEG$EXC
$198M
69 positions
#21Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$PM$MO$UNP$PEP
$263M
373 positions
#22COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$MO$MCD$PM$UNP$PEP
$166M
90 positions
#23MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 4 shared positions
$PM$MO$MCD$MDLZ
$130M
80 positions
#24Blue Capital, Inc.Passive
Some overlap · 4 shared positions
$PM$MO$CSX$UNP
$161M
136 positions
#25BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$PM$MO$MCD
$504M
136 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.