What hedge funds are most similar to GRIMES & Co WEALTH MANAGEMENT, LLC?

The funds with the most similar 13F portfolios to GRIMES & Co WEALTH MANAGEMENT, LLC are Kerusso, MEYER HANDELMAN, WRIGHT INVESTORS SERVICE, 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 GRIMES & WEALTH ,

13F Portfolio OverlapQ1 2026GRIMES & WEALTH , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

GRIMES & Co WEALTH MANAGEMENT, LLC is an institutional investor managing $4.6B across 449 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 GRIMES & WEALTH , are Kerusso, MEYER HANDELMAN, WRIGHT INVESTORS SERVICE, with shared positions in $AMGN, $BMY, $PFE, $GILD, $EOG, $TROW. The full ranking of 25 similar funds is below.

#1Kerusso Capital Management LLCPassive

Some overlap · 7 shared positions

$AMGN $BMY $PFE $GILD $EOG $TROW

$200M

53 positions

#2MEYER HANDELMAN COActive

Some overlap · 7 shared positions

$AMGN $BMY $PFE $ETN $GILD $KMB

$3.2B

220 positions

#3WRIGHT INVESTORS SERVICE INCPassive

Some overlap · 7 shared positions

$AMGN $BMY $AMAT $GILD $PFE $CRM

$318M

148 positions

#4Brandywine Global Investment Management, LLC

Some overlap · 8 shared positions

$AMGN $GILD $EOG $MDT $CRM $BAC

$14.9B

601 positions

#5Kintegral Advisory, LLCPassive

Some overlap · 7 shared positions

$AMGN $AMAT $GILD $BMY $AMD $BAC

$1.1B

233 positions

#6Argyle Capital Management, LLCPassive

Some overlap · 7 shared positions

$AMGN $BMY $PFE $HPE $MDT $BAC

$308M

137 positions

#7KEYNOTE FINANCIAL SERVICES LLCPassive

Some overlap · 6 shared positions

$AMGN $BMY $PFE $AMAT $GILD $VZ

$188M

174 positions

#8denkapparat Operations GmbHPassive

Some overlap · 7 shared positions

$BMY $GILD $AMGN $EOG $AMAT $ASML

$242M

333 positions

#9CHIRON CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$BMY $PFE $GILD $AMD $CRM $KMB

$98M

117 positions

#10SECTOR GAMMA ASActive

Some overlap · 6 shared positions

$AMGN $BMY $PFE $GILD $MDT $INCY

$423M

42 positions

#11EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$AMGN $BMY $PFE $GILD $BAC $ACN

$1.4B

56 positions

#12FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.Passive

Some overlap · 7 shared positions

$AMAT $GILD $PFE $AMGN $CRM $BAC

$2.8B

462 positions

#13Nicholas Wealth, LLC.Passive

Some overlap · 6 shared positions

$AMGN $BMY $ETN $GILD $BAC $VZ

$145M

111 positions

#14Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$AMGN $BMY $PFE $HPE $BAC $VZ

$223M

109 positions

#15CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 6 shared positions

$PFE $AMAT $ETN $EOG $AMD $CRM

$180M

58 positions

#16Athena Investment ManagementActive

Some overlap · 6 shared positions

$AMGN $PFE $AMAT $HPE $BAC $VZ

$193M

153 positions

#17Carolina Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$AMGN $BMY $GILD $TROW $MDT $VZ

$240M

278 positions

#18EXCALIBUR MANAGEMENT CORPPassive

Some overlap · 6 shared positions

$AMGN $PFE $BMY $GILD $BAC $VZ

$278M

160 positions

#19Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$AMGN $PFE $ETN $MDT $BAC $VZ

$685M

380 positions

#20Verity & Verity, LLCActive

Some overlap · 6 shared positions

$AMGN $PFE $GILD $MDT $ACN $VZ

$1.3B

138 positions

#21Adams Asset Advisors, LLCActive

Some overlap · 6 shared positions

$AMGN $BMY $PFE $BAC $KMB $VZ

$891M

88 positions

#22Avanza Fonder ABActive

Some overlap · 7 shared positions

$AMAT $AMGN $AMD $GILD $BAC $PFE

$3.6B

484 positions

#23Game Creek Capital, LPPassive

Some overlap · 7 shared positions

$PFE $AMD $HPE $MDT $BAC $ACN

$301M

93 positions

#24WEST MICHIGAN ADVISORS, LLCPassive

Some overlap · 6 shared positions

$BMY $ETN $GILD $EOG $CRM $VZ

$455M

298 positions

#25OAK ASSOCIATES LTD /OH/Active

Some overlap · 6 shared positions

$AMGN $GILD $AMD $BMY $CRM $ACN

$1.5B

140 positions

Compare GRIMES & WEALTH ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View GRIMES & WEALTH ,’s holdings

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.