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Hedge Funds Similar to GRAHAM WEALTH ,

13F Portfolio OverlapQ1 2026GRAHAM WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC is an institutional investor managing $113M across 56 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 GRAHAM WEALTH , are Stilwell Value, Ausbil Investment Ltd, Oceanic Investment LTD, with shared positions in $SFBC, $CLST, $CPBI, $LSBK, $LNG, $PEG. The full ranking of 25 similar funds is below.

#1Stilwell Value LLCSmart money
Notable overlap · 4 shared positions
$SFBC$CLST$CPBI$LSBK
$167M
25 positions
#2Ausbil Investment Management LtdPassive
Notable overlap · 4 shared positions
$LNG$PEG$ENB$NEE
$201M
63 positions
#3Oceanic Investment Management LTDActive
Notable overlap · 3 shared positions
$CMBT$ECO$LNG
$118M
43 positions
#4FEARNLEY ASSET MANAGEMENT ASActive
Notable overlap · 4 shared positions
$CMBT$ECO$SBLK$VTOL
$306M
19 positions
#5CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 4 shared positions
$PEG$LNG$CPT$UDR
$6.7B
96 positions
#6Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$LNG$PEG$NEE
$7.0B
103 positions
#7ANTIPODES PARTNERS LtdActive
Some overlap · 3 shared positions
$ENB$D$LNG
$5.2B
126 positions
#8Hartree Partners, LPPassive
Some overlap · 3 shared positions
$LNG$SBLK$CTRA
$467M
120 positions
#9Greenline Partners, LLCActive
Some overlap · 3 shared positions
$ENB$LNG$IAU
$930M
144 positions
#10Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$D$EOG$IAU
$180M
73 positions
#11TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$D$ENB$NEE$PM
$514M
167 positions
#12Oak Grove Capital LLCSmart money
Some overlap · 3 shared positions
$D$CTRA$LNG
$1.2B
92 positions
#13Energy Income Partners, LLCActive
Some overlap · 4 shared positions
$PEG$LNG$D$NEE
$6.2B
87 positions
#14INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$LNG$APO$NEE
$1.4B
149 positions
#15Marnell Management LLCActive
Some overlap · 3 shared positions
$ECO$SBLK$CMBT
$288M
72 positions
#16Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$LNG$NEE$PM
$107M
54 positions
#17High Point Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PEG$IAU$PM
$104M
250 positions
#18S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$ENB$LNG$NEE
$344M
89 positions
#19Oppenheimer & Close, LLCPassive
Some overlap · 4 shared positions
$CPBI$LSBK$SFBC$BRBS
$159M
56 positions
#20OPAL CAPITAL LLCPassive
Some overlap · 4 shared positions
$D$ENB$NEE$PM
$565M
141 positions
#21Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$ENB$EOG$NEE
$105M
62 positions
#22Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 3 shared positions
$ENB$NEE$PM
$412M
46 positions
#23GQG Partners LLCActive
Some overlap · 3 shared positions
$ENB$NEE$PM
$63.1B
81 positions
#24Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$EOG$LNG$IAU
$224M
60 positions
#25Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$EOG$D$NEE$PM
$303M
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.