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 Financial Gravity Companies, (FGCO)

13F Portfolio OverlapQ2 2026Financial Gravity Companies, (FGCO) portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Financial Gravity Companies, Inc. (FGCO) is an institutional investor managing $616M across 1,040 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 Financial Gravity Companies, (FGCO) are Financial Gravity Asset, Tensor Edge, Robocap Asset Ltd, with shared positions in $SNPS, $NVS, $ASML, $ARM, $MRNA, $SHW. The full ranking of 25 similar funds is below.

#1Financial Gravity Asset Management, Inc.

Substantial overlap · 19 shared positions

$SNPS $NVS $ASML $ARM $MRNA $SHW

$562M

973 positions

#2Tensor Edge Capital, LLCActive

Notable overlap · 3 shared positions

$SNPS $ARM $ASML

$1.5B

18 positions

#3Robocap Asset Management LtdActive

Notable overlap · 3 shared positions

$SNPS $ARM $ISRG

$124M

22 positions

#4Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$SNPS $NVS $NVO $DIS

$601M

103 positions

#5EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$SNPS $ASML $ISRG $CL $MMM

$9.7B

90 positions

#6Shore Point Advisors, LLCActive

Notable overlap · 4 shared positions

$SNPS $MAR $SYK $PLTR

$292M

77 positions

#7Camarda Financial Advisors, LLC

Notable overlap · 5 shared positions

$ARM $ASML $MAR $BA $SBUX

$331M

122 positions

#8Buckland Partners Management Co LLCPassive

Notable overlap · 3 shared positions

$SNPS $ASML $CRM

$204M

97 positions

#9MORGENS WATERFALL VINTIADIS & CO INCActive

Notable overlap · 3 shared positions

$SNPS $ARM $PLTR

$131M

18 positions

#10North Ridge Wealth Advisors, Inc.

Notable overlap · 5 shared positions

$SNPS $BA $SBUX $ASML $MMM

$178M

193 positions

#11DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$SNPS $SHW $BA $SBUX $SYK $CRM

$124M

100 positions

#12MARK ASSET MANAGEMENT LPActive

Notable overlap · 4 shared positions

$ARM $ASML $BA $DIS

$1.5B

42 positions

#13GRAYBILL WEALTH MANAGEMENT, LTD.

Notable overlap · 5 shared positions

$ASML $SNPS $BA $SBUX $DIS

$372M

82 positions

#14LOOMIS SAYLES & CO L PActive

Notable overlap · 9 shared positions

$BA $SBUX $NVO $NVS $DIS $CRM

$79.8B

707 positions

#15JIM SAULNIER & ASSOCIATES, LLCActive

Notable overlap · 3 shared positions

$SNPS $NVO $DIS

$249M

152 positions

#16Marion Wealth ManagementPassive

Notable overlap · 3 shared positions

$SNPS $SBUX $CRM

$491M

159 positions

#17Pegasus Asset Management, Inc.Passive

Notable overlap · 7 shared positions

$MAR $NVS $BA $SBUX $SYK $DIS

$351M

75 positions

#18ACCOUNT MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$SNPS $ASML $ISRG $BA

$99M

22 positions

#19Hyperion Asset Management LtdActive

Notable overlap · 4 shared positions

$ARM $ASML $PLTR $ISRG

$3.8B

20 positions

#20CIM, LLCPassive

Notable overlap · 5 shared positions

$ASML $SNPS $NVO $CMG $ISRG

$773M

171 positions

#21Keudell/Morrison Wealth ManagementPassive

Notable overlap · 3 shared positions

$SNPS $ASML $SYK

$529M

260 positions

#22Henry James International Management Inc.Passive

Notable overlap · 5 shared positions

$ASML $NVS $AZN $NVO $ARM

$334M

91 positions

#23PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Some overlap · 3 shared positions

$SNPS $NVS $CRM

$2.8B

186 positions

#24Robinswood Financial LLCPassive

Some overlap · 4 shared positions

$SNPS $SBUX $MMM $BA

$349M

435 positions

#25Saratoga Research & Investment ManagementActive

Some overlap · 7 shared positions

$ASML $SBUX $NVO $DIS $CL $ISRG

$1.8B

46 positions

Compare Financial Gravity Companies, (FGCO)’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 Financial Gravity Companies, (FGCO)’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.