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Hedge Funds Similar to GKV

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

GKV Capital Management Co., Inc. is an institutional investor managing $310M across 83 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 GKV are AMJ Financial Wealth, Bluebird Wealth, Gunderson, with shared positions in $PWR, $ANET, $ORLY, $GLW, $TJX, $BCS. The full ranking of 25 similar funds is below.

#1AMJ Financial Wealth ManagementActive
Notable overlap · 5 shared positions
$PWR$ANET$ORLY$GLW$TJX
$424M
86 positions
#2Bluebird Wealth Management LLCPassive
Notable overlap · 7 shared positions
$GLW$ANET$TJX$BCS$C$ASML
$115M
89 positions
#3Gunderson Capital Management Inc.Active
Notable overlap · 4 shared positions
$ANET$PWR$STX$ASML
$359M
54 positions
#4Clearwave Capital, LLCPassive
Some overlap · 6 shared positions
$ANET$GLW$DE$AMGN$VZ$STX
$181M
166 positions
#5PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$ANET$ORLY$PWR$MPWR$C
$776M
285 positions
#6Davidson Capital Management Inc.Active
Some overlap · 5 shared positions
$PWR$ANET$MPWR$ORLY$TJX
$604M
99 positions
#7Bank OZKPassive
Some overlap · 4 shared positions
$PWR$ANET$TJX$AMGN
$337M
159 positions
#8McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$PWR$ORLY$TJX$C
$2.0B
323 positions
#9Samara Investment Management, LLCActive
Some overlap · 6 shared positions
$PWR$TJX$GLW$TDG$MAR$DE
$109M
71 positions
#10VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 5 shared positions
$GLW$STX$AMGN$VZ$VRTX
$1.8B
345 positions
#11LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ANET$ORLY$TJX$VRTX
$218M
80 positions
#12MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PWR$AMGN$ANET$VZ$DE$MAR
$631M
238 positions
#13BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ANET$PWR$TJX$DE
$436M
104 positions
#14EPG Wealth Management LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$STX$AMGN$DE
$417M
318 positions
#15FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 4 shared positions
$ANET$PWR$C$TJX
$1.3B
201 positions
#16Firsthand Capital Management, Inc.Active
Some overlap · 5 shared positions
$PWR$GLW$ANET$ASML$MPWR
$63M
54 positions
#17Trinity Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$TJX$STX$AMGN$VZ$DE
$500M
110 positions
#18Robbins FarleyPassive
Some overlap · 3 shared positions
$ANET$PWR$TJX
$262M
158 positions
#19GROESBECK INVESTMENT MANAGEMENT CORP /NJ/Active
Some overlap · 5 shared positions
$ANET$ORLY$VRTX$AMGN$PWR
$60M
94 positions
#20LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$PWR$GLW$STX$ASML
$320M
82 positions
#21CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$PWR$ORLY$MPWR$TJX
$435M
70 positions
#22GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$GLW$TJX$AMGN$C$ANET$STX
$3.0B
213 positions
#23Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$GLW$TJX$ANET$AMGN$ASML
$345M
576 positions
#24Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$GLW$STX$AMGN$VZ$DE
$231M
125 positions
#25Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$GLW$STX$AMGN$VZ$C
$1.0B
204 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.