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 GILL PARTNERS

13F Portfolio OverlapQ3 2026GILL PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

GILL CAPITAL PARTNERS, LLC is an institutional investor managing $366M across 153 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 GILL PARTNERS are Cypress, Maj Invest Holding A/S, CUTLER INVESTMENT COUNSEL, with shared positions in $SCHW, $KR, $SHOP, $LMT, $SBUX, $AFL. The full ranking of 25 similar funds is below.

#1Cypress Capital, LLCActive

Some overlap · 5 shared positions

$SCHW $KR $SHOP $LMT $SBUX

$377M

117 positions

#2Maj Invest Holding A/SActive

Some overlap · 3 shared positions

$KR $AFL $LMT

$2.2B

40 positions

#3CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 3 shared positions

$SCHW $KR $PNC

$1.1B

157 positions

#4Eagle Bluffs Wealth Management LLCActive

Some overlap · 3 shared positions

$NAD $SCHW $NBB

$291M

85 positions

#5Mendel Capital Management LLCActive

Some overlap · 5 shared positions

$KR $LMT $SBUX $SYK $AFL

$222M

99 positions

#6Investment Research & Advisory Group, Inc.Active

Some overlap · 4 shared positions

$SCHW $SHOP $LMT $SBUX

$337M

333 positions

#7MRWM Advisors, LLCActive

Some overlap · 4 shared positions

$KR $SCHW $LMT $SBUX

$243M

80 positions

#8Kesler, Norman & Wride, LLCPassive

Some overlap · 3 shared positions

$KR $LMT $SYK

$631M

271 positions

#9Goodman Financial CorpPassive

Some overlap · 3 shared positions

$SCHW $AR $SBUX

$647M

73 positions

#10Allen Investment Management, LLCActive

Some overlap · 3 shared positions

$SCHW $SHOP $NET

$8.4B

227 positions

#11William Allan CorpActive

Some overlap · 4 shared positions

$SCHW $SBUX $SYK $HSY

$199M

65 positions

#12Financial Avengers, Inc.Active

Some overlap · 3 shared positions

$SCHW $SHOP $SBUX

$241M

155 positions

#13GenTrust, LLCActive

Some overlap · 3 shared positions

$SCHW $PML $PNC

$2.6B

201 positions

#14Pine Haven Investment Counsel, IncPassive

Some overlap · 3 shared positions

$SCHW $SBUX $SYK

$149M

116 positions

#15Harrington Investments, INCPassive

Some overlap · 3 shared positions

$SCHW $SBUX $SYK

$209M

80 positions

#16PANORAMIC INVESTMENT ADVISORS, LLCActive

Some overlap · 3 shared positions

$SCHW $LMT $PNC

$209M

141 positions

#17INKWELL CAPITAL LLCActive

Some overlap · 3 shared positions

$SCHW $SBUX $HSY

$96M

31 positions

#18Beta Wealth Group, Inc.Active

Some overlap · 3 shared positions

$PDI $SCHW $SBUX

$267M

114 positions

#19FINANCIAL ADVISORY PARTNERS, LLCActive

Slight overlap · 3 shared positions

$SCHW $LMT $SYK

$377M

75 positions

#20CONDOR CAPITAL MANAGEMENTActive

Slight overlap · 3 shared positions

$SCHW $PDI $SYK

$1.3B

173 positions

#21HMV Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$SCHW $LMT $SYK

$264M

92 positions

#22Miramar Capital, LLCPassive

Slight overlap · 4 shared positions

$KR $LMT $HSY $PNC

$455M

57 positions

#23BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Slight overlap · 4 shared positions

$SCHW $LMT $PNC $HSY

$2.5B

270 positions

#24Meadowbrook Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$PDI $SHOP $SBUX

$95M

72 positions

#25MBM WEALTH CONSULTANTS, LLCActive

Slight overlap · 3 shared positions

$SCHW $LMT $NET

$546M

119 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.