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Hedge Funds Similar to Graves-Light Private Wealth

13F Portfolio OverlapQ2 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 Q2 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 Bull Street Advisors, DELTA ASSET, PROFESSIONAL ADVISORY SERVICES, with shared positions in $SYY, $ELV, $DUK, $D, $EMR, $DIS. The full ranking of 25 similar funds is below.

#1Bull Street Advisors, LLCPassive
Some overlap · 7 shared positions
$SYY$ELV$DUK$D$EMR$DIS
$219M
95 positions
#2DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 5 shared positions
$SYY$TFC$WFC$EMR$DIS
$1.2B
599 positions
#3PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$SYY$TFC$ELV$PEP
$836M
93 positions
#4Integras Partners LLCPassive
Some overlap · 3 shared positions
$SYY$TFC$DUK
$181M
100 positions
#5Sicart Associates LLCActive
Some overlap · 4 shared positions
$SYY$WFC$DIS$GLW
$408M
74 positions
#6Adams Wealth ManagementActive
Some overlap · 4 shared positions
$SYY$TFC$D$EMR
$522M
147 positions
#7Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$SYY$DUK$WFC
$160M
67 positions
#8NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$SYY$DUK$WFC$CSX
$863M
131 positions
#9SHAYNE & JACOBS, LLCActive
Some overlap · 3 shared positions
$SYY$WFC$DIS
$337M
101 positions
#10MIZUHO MARKETS AMERICAS LLCPassive
Some overlap · 3 shared positions
$SYY$D$GLW
$6.5B
234 positions
#11FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$SYY$PKG$PEP
$383M
74 positions
#12Cairn Investment Group, Inc.Active
Some overlap · 4 shared positions
$SYY$EOG$EMR$PEP
$227M
65 positions
#13OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$SYY$DUK$EMR$AEP$PEP
$2.7B
54 positions
#14Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$SYY$WFC$PEP
$181M
81 positions
#15Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$SYY$WFC$EMR$PEP
$797M
110 positions
#16Providence Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$SYY$DUK$WFC$EMR$DIS
$660M
385 positions
#17CacheTech Inc.Passive
Some overlap · 3 shared positions
$SYY$TFC$D
$618M
169 positions
#18A&I FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$SYY$DIS$GLW
$230M
75 positions
#19DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$SYY$WFC$EMR$PEP
$530M
92 positions
#20Clark & Stuart, IncPassive
Some overlap · 3 shared positions
$SYY$EMR$PEP
$159M
57 positions
#21Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$SYY$ELV$WFC$DIS
$1.0B
765 positions
#22TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$SYY$TFC$ELV$WFC
$143M
104 positions
#23First Nebraska Trust CoActive
Some overlap · 3 shared positions
$SYY$EOG$PEP
$1.2B
231 positions
#24SCOPUS ASSET MANAGEMENT, L.P.Passive
Some overlap · 3 shared positions
$SYY$PKG$DOV
$7.1B
265 positions
#25VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 7 shared positions
$ELV$WFC$DIS$GLW$CSX$EOG
$333M
178 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.