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 Granite Bay Wealth ,

13F Portfolio OverlapQ1 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 $470M across 94 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 Granite Bay Wealth , are Leibman Financial Services,, Marshall & Sterling Wealth Advisors, MAINSTAY /ADV, with shared positions in $WT, $TMUS, $AMGN, $CRWD, $TMO, $GSAT. The full ranking of 25 similar funds is below.

#1Leibman Financial Services, Inc.Passive

Notable overlap · 4 shared positions

$WT $TMUS $AMGN $CRWD

$136M

49 positions

#2Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 5 shared positions

$WT $TMO $AMGN $CRWD $GSAT

$153M

344 positions

#3MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $SLV $AMGN

$1.3B

143 positions

#4truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $SLV $DIA

$97M

49 positions

#5Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $SLV $CRWD

$597M

251 positions

#6TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $SLV $MDY

$163M

795 positions

#7MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$WT $SLV $GSAT

$147M

52 positions

#8IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $AMGN $PANW $GSAT

$446M

95 positions

#9Stenger Family Office, LLCPassive

Notable overlap · 5 shared positions

$WT $CRWD $PANW $VRTX $GE

$566M

117 positions

#10Morton Capital Management LLC/CASmart money

Notable overlap · 3 shared positions

$WT $AMGN $DIA

$672M

139 positions

#11Spinnaker Investment Group, LLCActive

Notable overlap · 4 shared positions

$WT $AMGN $TMO $GSAT

$491M

147 positions

#12SYKON CAPITAL LLCActive

Notable overlap · 3 shared positions

$WT $CRWD $DIA

$300M

88 positions

#13LRI Investments, LLCActive

Notable overlap · 3 shared positions

$WT $ARES $SLV

$1.1B

1,415 positions

#14Serenus Wealth Advisors, LLCSmart money

Notable overlap · 4 shared positions

$WT $MDY $DIA $PANW

$501M

68 positions

#15Aspire Capital Advisors LLCActive

Notable overlap · 4 shared positions

$WT $SLV $AMGN $GSAT

$444M

122 positions

#16SK Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $MDY $VRTX

$360M

77 positions

#17Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $SLV $GE

$213M

153 positions

#18Stonekeep Investments, LLCActive

Notable overlap · 3 shared positions

$WT $CRWD $SHOP

$154M

66 positions

#19Nvest Wealth Strategies, Inc.Active

Notable overlap · 4 shared positions

$WT $SHOP $GE $TMO

$143M

395 positions

#20Fiduciary Planning LLCActive

Notable overlap · 3 shared positions

$WT $SHOP $CRWD

$331M

76 positions

#21Tidemark, LLCPassive

Notable overlap · 3 shared positions

$WT $SHOP $CRWD

$393M

901 positions

#22Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $SLV $GSAT

$231M

56 positions

#23Lunt Capital Management, Inc.Active

Notable overlap · 3 shared positions

$WT $PANW $GSAT

$260M

97 positions

#24Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $MDY $GSAT

$736M

187 positions

#25Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $DIA $GE

$220M

273 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.