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Hedge Funds Similar to Grove Bank &

13F Portfolio OverlapQ1 2026Grove Bank & portfolio →
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Most similar hedge funds by 13F overlap

Grove Bank & Trust is an institutional investor managing $1.0B across 886 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 Grove Bank & are Disciplined Investments,, AMI INVESTMENT, Bear Mountain ,, with shared positions in $UPST, $COP, $IAU, $DDOG, $MDY, $SCHW. The full ranking of 25 similar funds is below.

#1Disciplined Investments, LLCPassive
Some overlap · 6 shared positions
$UPST$COP$IAU$DDOG$MDY$SCHW
$279M
141 positions
#2AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 6 shared positions
$UPST$COP$DDOG$SCHW$BAC$DIS
$445M
77 positions
#3Bear Mountain Capital, Inc.Active
Some overlap · 5 shared positions
$UPST$COP$DDOG$MDY$SCHW
$333M
198 positions
#4WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$UPST$COP$DDOG$SCHW$BAC
$350M
95 positions
#5Firestone Capital ManagementPassive
Some overlap · 5 shared positions
$COP$DDOG$IAU$MDY$SCHW
$480M
160 positions
#6Altiora Financial Group, LLCActive
Some overlap · 5 shared positions
$UPST$DDOG$IAU$BAC$COP
$607M
110 positions
#7Kure Advisory, LLCActive
Some overlap · 4 shared positions
$UPST$COP$IAU$SCHW
$184M
56 positions
#8Financial Plan, Inc.Active
Some overlap · 4 shared positions
$UPST$COP$DDOG$BAC
$933M
94 positions
#9ANDERSON HOAGLAND & COPassive
Some overlap · 4 shared positions
$UPST$DDOG$IAU$BAC
$1.2B
136 positions
#10Glass Jacobson Investment Advisors llcPassive
Some overlap · 4 shared positions
$COP$IAU$UPST$DDOG
$290M
607 positions
#11Pacific Park Financial, Inc.Active
Some overlap · 4 shared positions
$UPST$COP$IAU$DDOG
$153M
73 positions
#12Brucke Financial, Inc.Passive
Some overlap · 5 shared positions
$UPST$COP$DDOG$BAC$DIS
$197M
166 positions
#13Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$UPST$COP$DDOG
$109M
1,311 positions
#14Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$COP$DDOG$IAU$SCHW
$420M
120 positions
#15Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 5 shared positions
$COP$DDOG$IAU$SCHW$AMAT
$578M
118 positions
#16GOULD ASSET MANAGEMENT LLC /CA/Active
Some overlap · 5 shared positions
$UPST$COP$IAU$SCHW$MDY
$576M
171 positions
#17Five Pine Wealth ManagementActive
Some overlap · 4 shared positions
$COP$UPST$IAU$SCHW
$161M
47 positions
#18Towneley Capital Management, Inc / DESmart money
Some overlap · 4 shared positions
$COP$DDOG$IAU$UPST
$478M
42 positions
#19Peak Asset Management, LLCPassive
Some overlap · 5 shared positions
$UPST$COP$MDY$AMAT$DIS
$567M
148 positions
#20Kuhn & Co Investment CounselPassive
Some overlap · 3 shared positions
$COP$UPST$DDOG
$155M
142 positions
#21TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Some overlap · 4 shared positions
$UPST$COP$MDY$BAC
$1.6B
271 positions
#22Tillman Hartley LLCActive
Some overlap · 4 shared positions
$UPST$IAU$COP$SCHW
$398M
88 positions
#23Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$COP$IAU$DDOG$SCHW
$337M
117 positions
#24Resonant Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$COP$DDOG$IAU$MDY
$1.9B
495 positions
#25Unison Advisors LLCActive
Some overlap · 3 shared positions
$COP$DDOG$UPST
$1.3B
175 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.