13F Pro

Hedge Funds Similar to Gerber Kawasaki Wealth & Investment

13F Portfolio OverlapQ2 2026Gerber Kawasaki Wealth & Investment portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Gerber Kawasaki Wealth & Investment Management is an institutional investor managing $3.7B across 366 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 Gerber Kawasaki Wealth & Investment are Redwood Financial Network, ZEVENBERGEN INVESTMENTS, NZS, with shared positions in $STT, $AXON, $SHOP, $ASML, $CRWD, $BX. The full ranking of 25 similar funds is below.

#1Redwood Financial Network CorpPassive
Some overlap · 6 shared positions
$STT$AXON$SHOP$ASML$CRWD$BX
$180M
192 positions
#2ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 6 shared positions
$AXON$SHOP$APH$ASML$PWR$CRWD
$4.4B
109 positions
#3NZS Capital, LLCActive
Some overlap · 6 shared positions
$AXON$SHOP$APH$PWR$TT$CRWD
$3.9B
61 positions
#4Ravenswood Partners LPActive
Some overlap · 5 shared positions
$AXON$SHOP$BE$ASML$PWR
$313M
36 positions
#5SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$AXON$SHOP$BE$ASML$PWR
$26.9B
71 positions
#6EDGEWOOD MANAGEMENT LLCActive
Some overlap · 5 shared positions
$AXON$SHOP$APH$ASML$BX
$9.7B
90 positions
#7Foguth Wealth Management, LLC.Passive
Some overlap · 6 shared positions
$STT$IAU$AXON$CRWD$PLTR$BX
$879M
213 positions
#8CAP Partners, LLCPassive
Some overlap · 4 shared positions
$STT$SHOP$CRWD$PLTR
$204M
155 positions
#9Jacksonville Wealth Management, LLCActive
Some overlap · 6 shared positions
$AXON$SHOP$ASML$CRWD$DIS$PLTR
$177M
76 positions
#1011 Capital Partners LPActive
Some overlap · 6 shared positions
$AXON$APH$ASML$PWR$TT$BX
$368M
22 positions
#11Equity Wealth Partners, LLCActive
Some overlap · 5 shared positions
$AXON$SHOP$ASML$CRWD$PLTR
$278M
109 positions
#12ERn Financial, LLCActive
Some overlap · 4 shared positions
$STT$SHOP$IAU$ASML
$604M
161 positions
#13Forvis Mazars Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$STT$APH$PWR$DIS
$6.0B
433 positions
#14ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$AXON$SHOP$APH$CRWD$PLTR
$551M
40 positions
#15ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$STT$SHOP$ASML$BX
$621M
90 positions
#16Parkwood LLCActive
Some overlap · 4 shared positions
$AXON$SHOP$APH$ASML
$1.4B
72 positions
#17Kure Advisory, LLCActive
Some overlap · 4 shared positions
$STT$APH$IAU$PLTR
$211M
62 positions
#18J. Team Financial, Inc.Passive
Some overlap · 4 shared positions
$STT$TER$PWR$CRWD
$103M
102 positions
#19Stonebridge Financial Group, LLC/CAPassive
Some overlap · 5 shared positions
$STT$PWR$CRWD$PLTR$BX
$722M
310 positions
#20Atala Financial IncPassive
Some overlap · 4 shared positions
$AXON$SHOP$IAU$DIS
$165M
121 positions
#21Norris Financial Group, LLCPassive
Some overlap · 3 shared positions
$STT$SHOP$PLTR
$251M
82 positions
#22FLOW TRADERS U.S. LLCPassive
Some overlap · 4 shared positions
$STT$IAU$ASML$PLTR
$2.4B
979 positions
#23Graetz Wealth LLCActive
Some overlap · 4 shared positions
$STT$IAU$TT$PLTR
$125M
84 positions
#24Stony Point Capital LLCActive
Some overlap · 4 shared positions
$AXON$SHOP$ASML$PLTR
$1.5B
30 positions
#25Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$STT$IAU$CRWD$PLTR
$251M
74 positions

Compare Gerber Kawasaki Wealth & Investment’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Gerber Kawasaki Wealth & Investment’s holdings

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.