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Hedge Funds Similar to Global Strategic Investment Solutions

13F Portfolio OverlapQ2 2026Global Strategic Investment Solutions portfolio →
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Most similar hedge funds by 13F overlap

Global Strategic Investment Solutions, LLC is an institutional investor managing $1.1B across 151 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 Global Strategic Investment Solutions are Guilbault, NORRIS PERNE & FRENCH LLP, Valley Brook Group, with shared positions in $BXSL, $MS, $MPC, $COHR, $KLAC, $SYK. The full ranking of 25 similar funds is below.

#1Guilbault Capital LLCPassive
Some overlap · 3 shared positions
$BXSL$MS$MPC
$100M
73 positions
#2NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 6 shared positions
$COHR$KLAC$SYK$ECL$TMO$KNX
$1.7B
147 positions
#3Valley Brook Capital Group, Inc.Passive
Some overlap · 6 shared positions
$KLAC$DE$ITW$MPC$TMO$MCD
$176M
120 positions
#4Iyo Bank, Ltd.Active
Some overlap · 5 shared positions
$KLAC$DE$ECL$TMO$DIS
$329M
32 positions
#5Osprey Private Wealth LLCPassive
Some overlap · 6 shared positions
$SYK$ECL$TMO$DIS$MCD$DE
$387M
88 positions
#6Harrington Investments, INCPassive
Some overlap · 5 shared positions
$DE$SYK$ECL$TMO$ITW
$206M
82 positions
#7LATHROP INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$TER$SYK$TMO$ITW$DIS
$565M
89 positions
#8KP Management LLCPassive
Some overlap · 4 shared positions
$KLAC$COHR$TER$TMO
$532M
86 positions
#9EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 5 shared positions
$KLAC$SYK$TMO$DIS$COR
$808M
156 positions
#10Harbour Trust & Investment Management CoActive
Some overlap · 6 shared positions
$DE$SYK$ECL$TMO$MCD$COR
$1.0B
160 positions
#11Orange Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$KLAC$TMO$MPC$MS$MCD
$823M
143 positions
#12Miller Capital Partners, Inc.Active
Some overlap · 5 shared positions
$KLAC$DE$MPC$MCD$SYK
$257M
258 positions
#13Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$DE$SYK$ECL$KLAC$MCD
$1.1B
204 positions
#14Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$APP$KLAC$MPC$DIS
$2.5B
166 positions
#15Liberty Capital Management, Inc.Passive
Some overlap · 5 shared positions
$ECL$SYK$TMO$ITW$MCD
$582M
184 positions
#16Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$SYK$ECL$TMO$DIS$MCD
$4.3B
344 positions
#17Banque Transatlantique SAActive
Some overlap · 5 shared positions
$KLAC$SYK$DE$TMO$MCD
$4.7B
494 positions
#18PARNASSUS INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$KLAC$DE$SYK$TMO
$37.4B
135 positions
#19SHUFRO ROSE & CO LLCActive
Some overlap · 5 shared positions
$COHR$KLAC$TMO$ECL$ITW
$1.7B
315 positions
#20Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$ECL$TMO$SYK$ITW$MCD
$637M
146 positions
#21SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Some overlap · 5 shared positions
$APP$SYK$ECL$NVO$DE
$734M
188 positions
#22Decatur Capital Management, Inc.Active
Some overlap · 5 shared positions
$KLAC$ECL$MS$TMO$ITW
$295M
53 positions
#23Insight Wealth Strategies, LLCPassive
Some overlap · 4 shared positions
$KLAC$APP$TER$COR
$1.0B
183 positions
#24Security National BankPassive
Some overlap · 4 shared positions
$KLAC$SYK$DE$TMO
$838M
392 positions
#25Winslow Capital Management, LLCActive
Some overlap · 4 shared positions
$KLAC$APP$ECL$MS
$29.1B
66 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.