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 Grey Ledge Advisors,

13F Portfolio OverlapQ1 2026Grey Ledge Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Grey Ledge Advisors, LLC is an institutional investor managing $443M across 239 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 Grey Ledge Advisors, are IAM Advisory,, MB, LEVIS & ASSOCIATES,, Boothe Investment Group,, with shared positions in $WT, $AMD, $AMGN, $LMT, $TRV, $IBM. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $AMD $AMGN $LMT

$446M

95 positions

#2MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 5 shared positions

$WT $AMGN $TRV $IBM $LMT

$240M

234 positions

#3Boothe Investment Group, Inc.Active

Notable overlap · 3 shared positions

$WT $AMD $IBM

$311M

40 positions

#4Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 4 shared positions

$WT $LMT $AMGN $AFL

$170M

125 positions

#5INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 4 shared positions

$WT $OKTA $SNOW $AMD

$252M

89 positions

#6Reyes Financial Architecture, Inc.Passive

Notable overlap · 5 shared positions

$WT $TJX $IBM $AMGN $OKTA

$122M

348 positions

#7WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$WT $LMT $SNOW

$219M

78 positions

#8Family Legacy Financial Solutions, LLCActive

Notable overlap · 4 shared positions

$WT $AMD $CMI $VLTO

$124M

44 positions

#9Phillip James Consulting Co.Passive

Notable overlap · 4 shared positions

$WT $SNOW $ORLY $AMD

$132M

378 positions

#10Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $SNOW $IBM

$313M

138 positions

#11ESL Trust Services, LLCSmart money

Notable overlap · 4 shared positions

$WT $SNOW $IBM $AFL

$524M

258 positions

#12Quattro Advisors LLCActive

Notable overlap · 3 shared positions

$WT $TJX $AMD

$115M

51 positions

#13Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $LMT

$3.2B

481 positions

#14Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $IBM

$220M

273 positions

#15Marathon Mission, Inc.Active

Notable overlap · 4 shared positions

$WT $IBM $GD $AMD

$200M

57 positions

#16Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $AMGN

$491M

147 positions

#17SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $TJX $AMD

$139M

37 positions

#18MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $IBM $AMGN

$1.3B

143 positions

#19OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $AMD

$215M

159 positions

#20BIP Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $AFL $AMGN

$2.5B

453 positions

#21Serenus Wealth Advisors, LLCSmart money

Notable overlap · 3 shared positions

$WT $AMD $IBM

$501M

68 positions

#22Alpha Zero LLCActive

Notable overlap · 3 shared positions

$WT $OKTA $TJX

$198M

79 positions

#23Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $AMGN $LMT

$170M

48 positions

#24Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$WT $IBM $AMGN $LMT

$153M

344 positions

#25Rare Wolf Capital LLCPassive

Notable overlap · 3 shared positions

$WT $LMT $AMD

$154M

127 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.