13F Pro

Hedge Funds Similar to GRAND WEALTH ,

13F Portfolio OverlapQ1 2026GRAND WEALTH , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

GRAND WEALTH MANAGEMENT, LLC is an institutional investor managing $212M across 87 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 GRAND WEALTH , are Vannoy Advisory Group,, William Mack & Associates,, Mustard Seed Financial,, with shared positions in $IAU, $DDOG, $UNIT, $COP, $SNOW, $AMN. The full ranking of 25 similar funds is below.

#1Vannoy Advisory Group, Inc.Smart money
Substantial overlap · 3 shared positions
$IAU$DDOG$UNIT
$158M
28 positions
#2William Mack & Associates, Inc.Active
Substantial overlap · 3 shared positions
$COP$DDOG$SNOW
$175M
73 positions
#3Mustard Seed Financial, LLCPassive
Notable overlap · 4 shared positions
$COP$DDOG$UNIT$SNOW
$167M
92 positions
#4RW Investment Management LLCActive
Notable overlap · 3 shared positions
$COP$AMN$ETN
$1.0B
113 positions
#5WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$COP$UNIT
$508M
107 positions
#6Rockbridge Investment Management, LCCSmart money
Notable overlap · 3 shared positions
$COP$UNIT$DDOG
$1.1B
137 positions
#7Timonier Family Office, LTD.
Notable overlap · 3 shared positions
$IAU$DDOG$CTVA
$315M
56 positions
#8AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$COP$DDOG$EPD
$445M
77 positions
#9CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$IAU$COP$AMN$UNIT
$293M
1,255 positions
#10Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$COP$UNIT$SNOW
$171M
106 positions
#11Lutz Financial Services LLCActive
Notable overlap · 5 shared positions
$DDOG$COP$AMN$UNIT$CTVA
$1.5B
100 positions
#12VSM Wealth Advisory, LLCPassive
Notable overlap · 5 shared positions
$COP$DDOG$UNIT$ETN$SNOW
$335M
505 positions
#13Towneley Capital Management, Inc / DESmart money
Notable overlap · 5 shared positions
$COP$DDOG$IAU$AMN$SNOW
$478M
42 positions
#14Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$IAU$UNIT
$488M
115 positions
#15STEPHEN J. GARRY & ASSOCIATES, LLCActive
Notable overlap · 3 shared positions
$IAU$COP$SNOW
$124M
51 positions
#16Fort Vancouver Investment Management, LLCActive
Notable overlap · 5 shared positions
$COP$AMN$NOW$SNOW$IAU
$197M
59 positions
#17RCS Financial Planning, LLCPassive
Notable overlap · 7 shared positions
$DDOG$IAU$AMN$UNIT$SNOW$NOW
$193M
98 positions
#18MARYLAND CAPITAL ADVISORS INC.
Notable overlap · 3 shared positions
$COP$IAU$UNIT
$295M
271 positions
#19Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 3 shared positions
$COP$IAU$DDOG
$578M
118 positions
#20NEPC LLCSmart money
Notable overlap · 3 shared positions
$COP$NOW$DDOG
$5.0B
51 positions
#21Altiora Financial Group, LLCActive
Notable overlap · 6 shared positions
$DDOG$IAU$CTVA$COP$UNIT$SNOW
$607M
110 positions
#22Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$AMN$SNOW
$126M
74 positions
#23Private Harbour Investment Management & Counsel, LLCActive
Notable overlap · 3 shared positions
$IAU$ETN$EPD
$91M
36 positions
#24Compass Advisory Group LLCActive
Notable overlap · 3 shared positions
$COP$DDOG$SNOW
$374M
86 positions
#25Plum Street Advisors, LLCActive
Notable overlap · 7 shared positions
$IAU$COP$DDOG$UNIT$AMN$CTVA
$289M
98 positions

Compare GRAND 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 GRAND 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.