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 Gray Private Wealth,

13F Portfolio OverlapQ1 2026Gray Private Wealth, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Gray Private Wealth, LLC is an institutional investor managing $199M across 50 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 Gray Private Wealth, are MOLLER WEALTH PARTNERS, Falcon Wealth Planning, BLUELINE ADVISORS, with shared positions in $SCHW, $WT, $KKR, $MCD, $BAC, $TMO. The full ranking of 25 similar funds is below.

#1MOLLER WEALTH PARTNERSActive

Notable overlap · 4 shared positions

$SCHW $WT $KKR $MCD

$507M

67 positions

#2Falcon Wealth PlanningActive

Some overlap · 3 shared positions

$SCHW $WT $BAC

$1.5B

236 positions

#3BLUELINE ADVISORS LLCActive

Some overlap · 3 shared positions

$WT $SCHW $KKR

$129M

217 positions

#4CROBANPassive

Some overlap · 3 shared positions

$WT $SCHW $KKR

$213M

73 positions

#5Neumann Capital Management, LLCActive

Some overlap · 3 shared positions

$WT $SCHW $BAC

$340M

102 positions

#6Pinnacle Financial Group, LLC / ILPassive

Some overlap · 4 shared positions

$WT $SCHW $MCD $KKR

$365M

111 positions

#7Passive Capital Management, LLC.Active

Some overlap · 5 shared positions

$SCHW $WT $MCD $KKR $BAC

$335M

104 positions

#8ARK & TLK INVESTMENTS, LLCActive

Some overlap · 3 shared positions

$SCHW $WT $TMO

$370M

119 positions

#9McGuire Investment Group, LLCActive

Some overlap · 3 shared positions

$WT $SCHW $TMO

$885M

121 positions

#10GOULD ASSET MANAGEMENT LLC /CA/Active

Some overlap · 3 shared positions

$SCHW $WT $KKR

$576M

171 positions

#11Value Investment Professionals, LLCPassive

Some overlap · 3 shared positions

$WT $SCHW $MCD

$89M

81 positions

#12Carmel Capital Partners, LLCPassive

Some overlap · 3 shared positions

$WT $SCHW $HCA

$277M

118 positions

#13PARK NATIONAL CORP /OH/Passive

Some overlap · 3 shared positions

$WT $SCHW $MCD

$3.3B

381 positions

#14Etesian Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$WT $SCHW $MCD $KKR $BAC

$313M

138 positions

#15GARRISON BRADFORD & ASSOCIATES INCActive

Some overlap · 3 shared positions

$SCHW $WT $TMO

$88M

38 positions

#16Reality Financial Planning Services, LLCSmart money

Some overlap · 3 shared positions

$WT $SCHW $KKR

$104M

20 positions

#17ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$WT $SCHW $MCD

$228M

90 positions

#18CPWA, LLCPassive

Some overlap · 3 shared positions

$WT $SCHW $MCD

$84M

90 positions

#19Ameritas Advisory Services, LLCPassive

Some overlap · 3 shared positions

$WT $SCHW $KKR

$2.6B

1,075 positions

#20Hurlow Wealth Management Group, Inc.Active

Some overlap · 3 shared positions

$SCHW $MCD $KKR

$420M

120 positions

#21SWAN Capital LLCPassive

Some overlap · 3 shared positions

$SCHW $MCD $KKR

$272M

554 positions

#22FLOSSBACH VON STORCH SEActive

Some overlap · 3 shared positions

$SCHW $MCD $TMO

$21.4B

109 positions

#23TOBIAS FINANCIAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$SCHW $WT $KKR

$718M

143 positions

#24MJT & Associates Financial Advisory Group, Inc.Active

Some overlap · 3 shared positions

$WT $SCHW $MCD

$136M

442 positions

#25Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$WT $SCHW $KKR $BAC

$90M

65 positions

Compare Gray Private Wealth,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Gray Private Wealth,’s holdings

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.