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Hedge Funds Similar to Gladstone LLP

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

Gladstone Capital Management LLP is an institutional investor managing $1.0B across 40 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 Gladstone LLP are Whale Rock, Hel Ved Ltd, JNBA Financial Advisors, with shared positions in $GLW, $SNDK, $SNOW, $ALAB, $QCOM, $FIX. The full ranking of 25 similar funds is below.

#1Whale Rock Capital Management LLCActive
Notable overlap · 4 shared positions
$GLW$SNDK$SNOW$ALAB
$12.5B
35 positions
#2Hel Ved Capital Management LtdActive
Notable overlap · 5 shared positions
$GLW$SNDK$SNOW$QCOM$FIX
$1.4B
72 positions
#3JNBA Financial AdvisorsActive
Notable overlap · 3 shared positions
$AFL$APG$QCOM
$1.3B
830 positions
#4AUXIER ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$PM$GLW$AFL
$745M
184 positions
#5Ridgepath Capital Management LLCActive
Notable overlap · 3 shared positions
$PM$GLW$MDLZ
$227M
54 positions
#6Arrow Capital Management, LLCActive
Notable overlap · 3 shared positions
$PM$APG$DASH
$181M
21 positions
#7LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$GLW$PWR$PM
$320M
82 positions
#8Virtus Wealth Solutions LLCActive
Notable overlap · 5 shared positions
$GLW$SNDK$ALAB$DELL$LITE
$735M
53 positions
#9AMJ Financial Wealth ManagementActive
Notable overlap · 3 shared positions
$PWR$GLW$ETN
$424M
86 positions
#10GQG Partners LLCActive
Notable overlap · 3 shared positions
$PM$PGR$DELL
$53.8B
102 positions
#11Anther Capital LtdSmart money
Notable overlap · 4 shared positions
$GLW$SNDK$ALAB$LITE
$3.9B
21 positions
#12REX Advisers, LLCPassive
Notable overlap · 3 shared positions
$GLW$SNDK$DELL
$56M
59 positions
#13Grand Alliance Asset Management LtdActive
Notable overlap · 3 shared positions
$GLW$SNDK$LITE
$167M
15 positions
#14RIPOSTE CAPITAL LLCActive
Notable overlap · 3 shared positions
$GLW$SNDK$PWR
$451M
27 positions
#152Xideas AGActive
Notable overlap · 3 shared positions
$FTNT$APG$ICE
$232M
48 positions
#16DB Fitzpatrick & Co, IncActive
Notable overlap · 5 shared positions
$PWR$AFL$FTNT$XYZ$ETN
$124M
100 positions
#17Alamar Capital Management, LLCActive
Notable overlap · 6 shared positions
$SNDK$FTNT$XYZ$PGR$ABNB$DELL
$198M
88 positions
#18Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$PM$GLW$QCOM
$1.2B
127 positions
#19PACES FERRY WEALTH ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$AFL$FTNT$PM
$270M
142 positions
#20WCM INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$PM$GLW$ACGL$LIN
$55.2B
266 positions
#21VMS Asset Management LimitedPassive
Notable overlap · 5 shared positions
$SNDK$GLW$ARM$FIX$DELL
$315M
33 positions
#22one8zero8, LLCPassive
Some overlap · 4 shared positions
$FTNT$GLW$PM$ETN
$505M
266 positions
#23AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$PWR$GLW$ARM$QCOM
$1.7B
99 positions
#24CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$PWR$FTNT$ACGL$LIN
$456M
67 positions
#25Retireful, LLCPassive
Some overlap · 5 shared positions
$GLW$SNDK$ALAB$FIX$DELL
$107M
81 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.