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Hedge Funds Similar to Gray Private Wealth

13F Portfolio OverlapQ2 2026Gray Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Gray Private Wealth, LLC is an institutional investor managing $231M across 58 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 Gray Private Wealth are Sandro Wealth, CINCINNATI FINANCIAL, ROFFMAN MILLER ASSOCIATES, with shared positions in $MCD, $HCA, $TJX, $TMO, $STX. The full ranking of 25 similar funds is below.

#1Sandro Wealth Management LLCPassive
Some overlap · 5 shared positions
$MCD$HCA$TJX$TMO$STX
$138M
103 positions
#2CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$MCD$TJX$TMO
$5.2B
56 positions
#3ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 3 shared positions
$MCD$TJX$TMO
$1.9B
88 positions
#4Raab & Moskowitz Asset Management LLCPassive
Some overlap · 3 shared positions
$STX$TJX$MCD
$497M
198 positions
#5CAMDEN NATIONAL BANKPassive
Some overlap · 3 shared positions
$MCD$TJX$TMO
$767M
184 positions
#6Clearstead Trust, LLCActive
Some overlap · 4 shared positions
$STX$TMO$MCD$TJX
$765M
970 positions
#7Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$MCD$TJX$TMO
$358M
74 positions
#8Osprey Private Wealth LLCPassive
Some overlap · 3 shared positions
$MCD$TJX$TMO
$387M
88 positions
#9Banco de Sabadell, S.APassive
Some overlap · 3 shared positions
$MCD$TJX$TMO
$170M
61 positions
#10WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$STX$TJX$TMO
$1.3B
73 positions
#11Harbour Trust & Investment Management CoActive
Some overlap · 3 shared positions
$MCD$TJX$TMO
$1.0B
160 positions
#12RICHARDSON FINANCIAL SERVICES INC.Passive
Some overlap · 4 shared positions
$MCD$TJX$TMO$STX
$176M
607 positions
#13Chesapeake Wealth ManagementPassive
Some overlap · 3 shared positions
$MCD$TJX$TMO
$357M
168 positions
#14CINCINNATI INSURANCE COActive
Some overlap · 3 shared positions
$MCD$TJX$TMO
$6.9B
64 positions
#15Evelyn Partners Investment Management Services Ltd
Some overlap · 3 shared positions
$MCD$TMO$TJX
$850M
281 positions
#16Destination Wealth ManagementPassive
Some overlap · 3 shared positions
$TJX$MCD$TMO
$4.3B
344 positions
#17Hardworking Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MCD$TJX$TMO
$122M
84 positions
#18DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 3 shared positions
$STX$TMO$TJX
$130.4B
1,077 positions
#19WHALEROCK POINT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$TJX$MCD$TMO
$587M
207 positions
#20Perennial Advisors, LLCPassive
Some overlap · 3 shared positions
$MCD$TJX$TMO
$649M
136 positions
#21NICHOLAS COMPANY, INC.Active
Some overlap · 3 shared positions
$TJX$MCD$TMO
$5.5B
195 positions
#22Evansbrook LLCActive
Some overlap · 3 shared positions
$STX$MCD$TJX
$168M
127 positions
#23Valley Brook Capital Group, Inc.Passive
Some overlap · 3 shared positions
$TJX$MCD$TMO
$176M
120 positions
#24Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$TJX$MCD$TMO
$412M
181 positions
#25COMMONS CAPITAL, LLCActive
Some overlap · 3 shared positions
$HCA$TMO$TJX
$143M
96 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.