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Hedge Funds Similar to Gilbert & Cook

13F Portfolio OverlapQ2 2026Gilbert & Cook portfolio →
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Most similar hedge funds by 13F overlap

Gilbert & Cook, Inc. is an institutional investor managing $869M across 229 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 Gilbert & Cook are Trinity Financial Advisors, Aspire Private, Omnitrust Wealth, with shared positions in $ARCC, $WFC, $BNY, $UPS, $PH, $PM. The full ranking of 25 similar funds is below.

#1Trinity Financial Advisors LLCActive
Some overlap · 3 shared positions
$ARCC$WFC$BNY
$389M
95 positions
#2Aspire Private Capital, LLCPassive
Some overlap · 5 shared positions
$WFC$UPS$PH$PM$BNY
$484M
175 positions
#3Omnitrust Wealth Management, Inc
Some overlap · 5 shared positions
$WFC$PH$LHX$PM$BNY
$77M
64 positions
#4SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$ARCC$UPS$TDG
$2.1B
218 positions
#5IAMS WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$UPS$WFC$LHX$PM
$332M
190 positions
#6OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$UPS$PH$PM$BNY
$217M
118 positions
#7Eos Management, L.P.Active
Some overlap · 5 shared positions
$CDNS$LHX$HEI$TDG$ARCC
$252M
35 positions
#8STABLEFORD CAPITAL II LLCPassive
Some overlap · 4 shared positions
$ARCC$WFC$PM$BNY
$289M
147 positions
#9TICINO WEALTHPassive
Some overlap · 3 shared positions
$ARCC$UPS$CDNS
$317M
135 positions
#10McGlone Suttner Wealth Management, Inc.Active
Some overlap · 5 shared positions
$PH$PM$WFC$DELL$BNY
$852M
196 positions
#11P.A.W. CAPITAL CORPPassive
Some overlap · 3 shared positions
$UPS$ARCC$PM
$133M
66 positions
#12WOODWARD DIVERSIFIED CAPITAL, LLCPassive
Some overlap · 5 shared positions
$WFC$PH$PM$BNY$DELL
$227M
181 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UPS$WFC$PM
$233M
122 positions
#14CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$UPS$WFC$PM
$1.5B
184 positions
#15CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$UPS$WFC$PH
$3.1B
340 positions
#16PCB Capital LLCPassive
Some overlap · 3 shared positions
$UPS$WFC$PM
$82M
114 positions
#17KLCM Advisors, Inc.Active
Some overlap · 3 shared positions
$UPS$WFC$TPL
$1.3B
299 positions
#18Carlson Capital, L.P.Passive
Some overlap · 3 shared positions
$UPS$WFC$PM
$494M
74 positions
#19Monte Financial Group, LLCPassive
Some overlap · 3 shared positions
$UPS$WFC$DELL
$312M
102 positions
#20NVWM, LLCPassive
Some overlap · 4 shared positions
$WFC$CDNS$PH$DELL
$496M
780 positions
#21Winning Points Advisors, LLCActive
Some overlap · 3 shared positions
$UPS$WFC$PM
$76M
42 positions
#22LORD, ABBETT & CO. LLCPassive
Some overlap · 5 shared positions
$PH$WFC$PM$DELL$BNY
$34.9B
558 positions
#23Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$ARCC$PH$LHX
$1.0B
207 positions
#24MANNING & NAPIER ADVISORS LLCPassive
Some overlap · 3 shared positions
$UPS$CDNS$HEI
$7.8B
865 positions
#25Family Management CorpPassive
Some overlap · 5 shared positions
$WFC$ARCC$TPL$CDNS$BNY
$975M
324 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.