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 Graves-Light Private Wealth ,

13F Portfolio OverlapQ1 2026Graves-Light Private Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Graves-Light Private Wealth Management, Inc. is an institutional investor managing $1.1B across 203 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 Graves-Light Private Wealth , are Forum Private Client Group, truNorth Financial Services,, Employees' Retirement Fund of the City of Fort Worth, with shared positions in $KKR, $COP, $HUM, $DDOG, $WT, $DIA. The full ranking of 25 similar funds is below.

#1Forum Private Client Group LLCActive

Notable overlap · 4 shared positions

$KKR $COP $HUM $DDOG

$300M

80 positions

#2truNorth Financial Services, Inc.Active

Notable overlap · 6 shared positions

$KKR $COP $HUM $WT $DIA $TFC

$97M

49 positions

#3Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$KKR $COP $HUM

$230M

21 positions

#4Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$KKR $COP $HUM

$147M

13 positions

#5WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$COP $KKR $HUM $WFC

$284M

123 positions

#6Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$COP $HUM $KKR $DDOG $DOV

$109M

1,311 positions

#7DAGCO, INC.Passive

Notable overlap · 3 shared positions

$KKR $COP $HUM

$461M

353 positions

#8Cherry Tree Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$KKR $COP $DDOG $WT $MKL $HUM

$473M

582 positions

#9White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$KKR $COP $HUM $MKL $DDOG

$721M

145 positions

#10VSM Wealth Advisory, LLCPassive

Notable overlap · 7 shared positions

$KKR $COP $DDOG $MKL $HUM $WFC

$335M

505 positions

#11Farrell Financial LLCPassive

Notable overlap · 5 shared positions

$COP $HUM $DDOG $WT $MKL

$167M

76 positions

#12Montis Financial, LLCActive

Notable overlap · 4 shared positions

$KKR $COP $HUM $DOV

$484M

150 positions

#13HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$KKR $HUM $WT $MKL $DIA $DOV

$238M

142 positions

#14Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$COP $HUM $DDOG $MKL $EPAM

$480M

160 positions

#15Asset Management Group, Inc.Passive

Notable overlap · 6 shared positions

$HUM $COP $DDOG $DIS $CTVA $DOV

$619M

138 positions

#16Kastel Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$HUM $COP $KKR $DOV

$163M

55 positions

#17Selby Wealth Management, LLCActive

Notable overlap · 6 shared positions

$KKR $HUM $WT $DIA $WFC $DOV

$254M

81 positions

#18Blake Schutter Theil Wealth Advisors, LLCPassive

Notable overlap · 8 shared positions

$KKR $HUM $COP $WT $MKL $DUK

$123M

111 positions

#19Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$COP $HUM $KKR $DOV $BAC

$98M

68 positions

#20Wealth Care LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $WT $DIA $CTVA

$113M

67 positions

#21Accretive Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $COP $SYY

$356M

180 positions

#22Financially in Tune, LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $WT $MKL $LEN

$116M

77 positions

#23Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $DDOG $DIA

$341M

64 positions

#24Mosaic Advisors LLCPassive

Some overlap · 6 shared positions

$COP $HUM $MKL $DIA $DOV $EPAM

$67M

42 positions

#25FIDUCIARY ADVISORS, INC.Active

Some overlap · 5 shared positions

$KKR $COP $MKL $DOV $BAC

$133M

121 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.