13F Pro

Hedge Funds Similar to Grove Bank

13F Portfolio OverlapQ2 2026Grove Bank portfolio →
Institutional-grade research for retail investors

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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Grove Bank are Mill Creek Advisors, SEEDS INVESTOR, TIAA , NATIONAL ASSOCIATION, with shared positions in $IAU, $MDY, $IRT, $DIS, $KLAC, $AXP. The full ranking of 25 similar funds is below.

#1Mill Creek Capital Advisors, LLC
Some overlap · 4 shared positions
$IAU$MDY$IRT$DIS
$4.9B
260 positions
#2SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$IAU$MDY$KLAC
$973M
379 positions
#3TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 3 shared positions
$IAU$MDY$AXP
$1.7B
347 positions
#4EQUITABLE TRUST COPassive
Some overlap · 4 shared positions
$IAU$AXP$SHOP$KLAC
$2.4B
452 positions
#5Palisades Hudson Asset Management, L.P.Active
Some overlap · 4 shared positions
$IAU$AXP$BA$KLAC
$286M
108 positions
#6Wellspring Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$IAU$BA
$1.5B
288 positions
#7Sanchez Gaunt Capital Management, LLCPassive
Some overlap · 3 shared positions
$IAU$MDY$KLAC
$179M
189 positions
#8Beacon Bridge Wealth Partners, LLCActive
Some overlap · 3 shared positions
$IAU$MDY$BA
$351M
105 positions
#9Orcam Financial GroupActive
Some overlap · 3 shared positions
$MDY$IAU$KLAC
$205M
105 positions
#10Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AXP$DIS
$276M
157 positions
#11Spectrum Planning & Advisory Services Inc.Active
Some overlap · 3 shared positions
$IAU$AXP$BA
$223M
120 positions
#12Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$AXP$KLAC
$3.4B
392 positions
#13GM Advisory Group, LLC
Some overlap · 3 shared positions
$IAU$AXP$KLAC
$2.6B
374 positions
#14ALLIANZ SEActive
Some overlap · 3 shared positions
$IAU$AXP$DIS
$9.5B
519 positions
#15WEALTHGARDEN F.S. LLCPassive
Some overlap · 3 shared positions
$IAU$DIS$BA
$176M
187 positions
#16Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SHOP$KLAC
$819M
339 positions
#17JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$DIS$KLAC
$632M
142 positions
#18TENET WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$DIS$KLAC
$134M
101 positions
#19Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$BA$KLAC
$319M
123 positions
#20West Wealth Group, LLCActive
Some overlap · 3 shared positions
$IAU$DIS$BA
$611M
143 positions
#21BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$IAU$KLAC$AXP
$238M
164 positions
#22Dynasty Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$AXP
$13.5B
367 positions
#23NORTHWESTERN MUTUAL WEALTH MANAGEMENT COActive
Some overlap · 3 shared positions
$MDY$IAU$KLAC
$187.2B
4,085 positions
#24Midwest Financial Group LLCPassive
Some overlap · 4 shared positions
$MDY$AXP$BA$IAU
$285M
136 positions
#25Bay Harbor Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$AXP$DIS
$434M
1,293 positions

Compare Grove Bank’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 Grove Bank’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.