What hedge funds are most similar to GRAYBILL WEALTH MANAGEMENT, LTD.?

The funds with the most similar 13F portfolios to GRAYBILL WEALTH MANAGEMENT, LTD. are NORTH POINT PORTFOLIO MANAGERS /OH, KP, TANDEM /ADV, based on overlapping conviction holdings in the latest SEC filings.

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 GRAYBILL WEALTH , LTD.

13F Portfolio OverlapQ1 2026GRAYBILL WEALTH , LTD. portfolio →

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Most similar hedge funds by 13F overlap

GRAYBILL WEALTH MANAGEMENT, LTD. is an institutional investor managing $328M across 83 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GRAYBILL WEALTH , LTD. are NORTH POINT PORTFOLIO MANAGERS /OH, KP, TANDEM /ADV, with shared positions in $SNPS, $ASML, $URI, $ABT, $UBER, $BA. The full ranking of 25 similar funds is below.

#1NORTH POINT PORTFOLIO MANAGERS CORP/OHActive

Notable overlap · 7 shared positions

$SNPS $ASML $URI $ABT $UBER $BA

$561M

76 positions

#2KP Management LLCPassive

Notable overlap · 7 shared positions

$ASML $GEV $SNPS $WWD $TMO $BA

$409M

83 positions

#3TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 7 shared positions

$GE $GEV $UBER $BA $ABT $PLD

$200M

110 positions

#4CLOVERFIELDS CAPITAL GROUP, LPPassive

Notable overlap · 7 shared positions

$GE $ADP $UBER $BN $OTIS $ASML

$309M

91 positions

#5Phraction Management LLCActive

Notable overlap · 7 shared positions

$TMO $ASML $WMB $BAC $SNPS $BDX

$483M

65 positions

#6DAVIS-REA LTD.Passive

Notable overlap · 7 shared positions

$TMO $SNPS $BN $BAC $ABT $OTIS

$384M

54 positions

#7LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

$TMO $ABT $NOW $SNPS $ADP $FISV

$10.0B

560 positions

#8London & Capital Asset Management LtdActive

Notable overlap · 5 shared positions

$TMO $SNPS $GE $URI $GEV

$9.2B

223 positions

#9Buttonwood Financial Advisors Inc.Active

Notable overlap · 7 shared positions

$ASML $CNQ $BN $NOW $FISV $DIS

$299M

108 positions

#10America First Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$BN $TMO $ADP $ABT $FISV

$536M

41 positions

#11Providence Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$PLD $TMO $BN $BAC $SBUX $ABT

$613M

200 positions

#12Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 7 shared positions

$ADP $ABT $TMO $SBUX $ASML $DIS

$506M

79 positions

#13MWA Asset ManagementPassive

Notable overlap · 7 shared positions

$URI $OTIS $BAC $NOW $BDX $GE

$182M

154 positions

#14FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 5 shared positions

$FLEX $ASML $PLD $DIS $WAT

$102M

56 positions

#15Marble Harbor Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$ADP $GE $ABT $FISV $DIS $GEV

$923M

192 positions

#16RBA Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$ASML $URI $SNPS $PLD $BDX

$278M

92 positions

#17Long Road Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$ADP $GE $TMO $SBUX $GEV $BDX

$255M

78 positions

#18Cohen Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$TMO $SBUX $BAC $BA $DIS $NOW

$210M

79 positions

#19Newport Trust Company, LLCSmart money

Notable overlap · 6 shared positions

$GE $GEV $BA $WWD $DIS $WAT

$40.7B

64 positions

#20MeadowBrook Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$OTIS $BAC $TMO $ADP $BA $DIS

$113M

186 positions

#21Legal Advantage Investments, Inc.Passive

Notable overlap · 5 shared positions

$TMO $ASML $BA $DIS $FISV

$194M

79 positions

#22Investment Research & Advisory Group, Inc.Active

Notable overlap · 7 shared positions

$ASML $GE $UBER $SBUX $BA $GEV

$286M

279 positions

#23WULFF, HANSEN & CO.Passive

Notable overlap · 5 shared positions

$BN $GE $GEV $BAC $BA

$98M

98 positions

#24RHODES INVESTMENT ADVISORS INC /ADVPassive

Notable overlap · 5 shared positions

$BN $GE $GEV $SBUX $UBER

$116M

116 positions

#25MARK ASSET MANAGEMENT LPSmart money

Notable overlap · 5 shared positions

$ASML $GEV $BA $GE $DIS

$1.1B

37 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.