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Hedge Funds Similar to Granite Bay Wealth

13F Portfolio OverlapQ2 2026Granite Bay Wealth portfolio →
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Most similar hedge funds by 13F overlap

Granite Bay Wealth Management, LLC is an institutional investor managing $1.1B across 170 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 Granite Bay Wealth are Vickerman Investment Advisors, Sandbox Financial Partners, Greystone Financial Group, with shared positions in $SNOW, $TMUS, $AMGN, $STT, $TMO, $BX. The full ranking of 25 similar funds is below.

#1Vickerman Investment Advisors, Inc.Active
Notable overlap · 5 shared positions
$SNOW$TMUS$AMGN$STT$TMO
$515M
100 positions
#2Sandbox Financial Partners, LLC
Some overlap · 5 shared positions
$SNOW$STT$BX$TPL$CRWD
$356M
117 positions
#3Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$CRWD$TMO$AMGN
$358M
74 positions
#4WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$TMO$TMUS$AMGN
$4.5B
408 positions
#5Processus Wealth & Capital Management, LLCActive
Some overlap · 3 shared positions
$CRWD$TMO$AMGN
$169M
35 positions
#6Leibman Financial Services, Inc.Passive
Some overlap · 3 shared positions
$TMUS$AMGN$CRWD
$150M
46 positions
#7R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$TMO$AMGN$CRWD
$133M
47 positions
#8Encore Global Management, LPPassive
Some overlap · 3 shared positions
$TMO$TMUS$STT
$102M
53 positions
#9PEREGRINE CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CRWD$SNOW$ARES
$3.1B
282 positions
#10Broyhill Asset Management, LLCPassive
Some overlap · 3 shared positions
$TMO$SLV$BX
$112M
77 positions
#11Strategic Wealth Investment Group, LLCPassive
Some overlap · 3 shared positions
$TMO$CRWD$BX
$825M
104 positions
#12TICINO WEALTHPassive
Some overlap · 4 shared positions
$TMUS$AMGN$CRWD$BX
$317M
135 positions
#13BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CRWD$AMGN$BX
$247M
74 positions
#14DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$TMO$AMGN$DOV
$124M
100 positions
#15ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$TMO$AMGN$BX$MDY
$169M
64 positions
#16LAKE STREET PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$CRWD$SNOW$BX
$874M
275 positions
#17MIROVAActive
Some overlap · 3 shared positions
$SNOW$CRWD$TMO
$2.7B
185 positions
#18Mitsubishi UFJ Asset Management (UK) Ltd.Passive
Some overlap · 3 shared positions
$SNOW$CRWD$TMO
$215M
95 positions
#19Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$TMO$AMGN$CRWD
$399M
113 positions
#20Proactive Wealth Strategies LLCPassive
Some overlap · 4 shared positions
$CRWD$BX$AMGN$SNOW
$623M
222 positions
#21Blue Zone Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$TMO$BX
$573M
125 positions
#22Sterling Investment Advisors, Ltd.Passive
Some overlap · 3 shared positions
$CRWD$BX$AMGN
$599M
225 positions
#23AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$CRWD$SLV$SNOW
$231M
93 positions
#24MERIDIAN MANAGEMENT COActive
Some overlap · 3 shared positions
$TMO$CRWD$TPL
$446M
84 positions
#25Cohen Investment Advisors LLCPassive
Some overlap · 3 shared positions
$AMGN$TMO$BX
$223M
81 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.