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Hedge Funds Similar to Grandview Asset

13F Portfolio OverlapQ1 2026Grandview Asset portfolio →
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Most similar hedge funds by 13F overlap

Grandview Asset Management LLC is an institutional investor managing $342M across 137 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 Grandview Asset are Decker Wealth, NEW ENGLAND ASSET, Newbridge Financial Services Group,, with shared positions in $KKR, $WM, $IBM, $DUK, $PPL, $CRWD. The full ranking of 25 similar funds is below.

#1Decker Wealth Management LLCPassive
Some overlap · 4 shared positions
$KKR$WM$IBM$DUK
$441M
105 positions
#2NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$KKR$PPL$DUK
$786M
99 positions
#3Newbridge Financial Services Group, Inc.Passive
Some overlap · 7 shared positions
$CRWD$NET$AMD$MRVL$GEV$DUK
$608M
1,182 positions
#4Elevation Advisory Partners LLCActive
Some overlap · 4 shared positions
$KKR$CRWD$CASY$AMD
$107M
97 positions
#5INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$KKR$MRVL$DUK
$1.4B
149 positions
#6Sherman Wealth Management LLCPassive
Some overlap · 4 shared positions
$KKR$AMD$DIA$GEV
$116M
80 positions
#7MBM WEALTH CONSULTANTS, LLCPassive
Some overlap · 3 shared positions
$KKR$NET$WM
$436M
387 positions
#8Ballast, Inc.Active
Some overlap · 3 shared positions
$KKR$DUK$AMD
$432M
133 positions
#9Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$KKR$CRWD$NET$DUK$IBM
$638M
158 positions
#10Fosun International LtdActive
Some overlap · 4 shared positions
$KKR$AMD$WM$MRVL
$399M
66 positions
#11Guardian Financial Partners, LLCActive
Some overlap · 3 shared positions
$KKR$MRVL$GEV
$237M
67 positions
#12HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KKR$AMD$DIA
$238M
142 positions
#13LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$PPL$WM$CRWD$DUK$IBM
$192M
113 positions
#14ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 3 shared positions
$KKR$PPL$DUK
$3.6B
215 positions
#15Wealth Dimensions Group, Ltd.Active
Some overlap · 3 shared positions
$KKR$DUK$GEV
$508M
170 positions
#16PARAGON FINANCIAL PARTNERS, INC.Active
Some overlap · 3 shared positions
$KKR$AMD$CRWD
$177M
77 positions
#17Operose Advisors LLCActive
Some overlap · 3 shared positions
$KKR$AMD$IBM
$431M
593 positions
#18Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 5 shared positions
$CRWD$WM$MRVL$AMD$GEV
$1.2B
51 positions
#19VSM Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$KKR$IBM$WM
$335M
505 positions
#20Mittelman Wealth ManagementActive
Some overlap · 3 shared positions
$KKR$GEV$IBM
$160M
52 positions
#21FLAGSHIP WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$KKR$IBM$CRWD
$233M
350 positions
#22PFG Private Wealth Management, LLCActive
Some overlap · 3 shared positions
$KKR$MRVL$IBM
$236M
74 positions
#23Francis Financial, Inc.Active
Some overlap · 4 shared positions
$KKR$IBM$AMD$DIA
$539M
115 positions
#24Sanibel Captiva Trust Company, Inc.Passive
Some overlap · 3 shared positions
$KKR$AMD$IBM
$3.6B
436 positions
#25Charter Capital Management, LLC\DESmart money
Some overlap · 3 shared positions
$KKR$AMD$DUK
$200M
70 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.