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Hedge Funds Similar to Gimbal Financial

13F Portfolio OverlapQ2 2026Gimbal Financial portfolio →
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Most similar hedge funds by 13F overlap

Gimbal Financial is an institutional investor managing $163M across 55 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 Gimbal Financial are Walsky Investment, Maple, Wilkinson Global Asset, with shared positions in $TXN, $AMGN, $NVS, $EMR, $ABT, $HON. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Notable overlap · 7 shared positions
$TXN$AMGN$NVS$EMR$ABT$HON
$108M
52 positions
#2Maple Capital Management, Inc.Active
Some overlap · 4 shared positions
$TXN$ABT$HON$HONA
$1.7B
130 positions
#3Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$TXN$AMGN$DELL
$1.3B
62 positions
#4Trans-Canada Capital Inc.Smart money
Some overlap · 3 shared positions
$TXN$HON$HONA
$1.8B
22 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$TXN$AMGN$NVS$HON$HONA
$529M
75 positions
#6Kensington Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$TXN$AMGN$DELL$HON$HONA
$230M
85 positions
#7Madson Wealth Advisors IncActive
Some overlap · 5 shared positions
$TXN$NVS$EMR$HON$HONA
$147M
97 positions
#8Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$TXN$NVS$EMR
$465M
29 positions
#9Palmer Knight CoPassive
Some overlap · 3 shared positions
$TXN$HON$HONA
$260M
36 positions
#10Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$TXN$AMGN$EMR$HON$HONA
$358M
74 positions
#11Advanced Asset Management Advisors IncActive
Some overlap · 3 shared positions
$TXN$AMGN$EMR
$380M
85 positions
#12UNITED BANKActive
Some overlap · 4 shared positions
$TXN$AMGN$ABT$HON
$853M
130 positions
#13ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 3 shared positions
$TXN$HON$HONA
$1.9B
88 positions
#14LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$TXN$EMR$ABT$HON$HONA
$573M
129 positions
#15Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$TXN$AMGN$ABT$HON$HONA
$112M
85 positions
#16Nexus Investment Management ULCActive
Some overlap · 3 shared positions
$TXN$HON$HONA
$767M
72 positions
#17Monte Financial Group, LLCPassive
Some overlap · 4 shared positions
$TXN$NVS$DELL$ABT
$312M
102 positions
#18MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$TXN$EMR$HON$HONA
$1.3B
81 positions
#19Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$TXN$EMR$DELL$ABT
$637M
146 positions
#20MEYER HANDELMAN COPassive
Some overlap · 5 shared positions
$AMGN$TXN$DELL$HON$HONA
$3.5B
274 positions
#21HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$AMGN$NVS$ABT$HON$HONA
$363M
92 positions
#22HEADINVEST, LLCPassive
Some overlap · 3 shared positions
$TXN$EMR$NVS
$536M
217 positions
#23BRADY FAMILY WEALTH, LLCPassive
Some overlap · 3 shared positions
$TXN$AMGN$ABT
$346M
113 positions
#24MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$TXN$NVS$EMR$AMGN
$272M
149 positions
#25Kesler, Norman & Wride, LLCPassive
Some overlap · 4 shared positions
$TXN$AMGN$EMR$ABT
$631M
271 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.