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 Sharper & Granite

13F Portfolio OverlapQ1 2026Sharper & Granite portfolio →

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Most similar hedge funds by 13F overlap

Sharper & Granite LLC is an institutional investor managing $323M across 109 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 Sharper & Granite are CATHY PARETO & ASSOCIATES,, JBGlobal.com, truNorth Financial Services,, with shared positions in $WT, $UNIT, $MAR, $IAU, $COP, $DIA. The full ranking of 25 similar funds is below.

#1CATHY PARETO & ASSOCIATES, INCPassive

Substantial overlap · 4 shared positions

$WT $UNIT $MAR $IAU

$149M

96 positions

#2JBGlobal.com LLCActive

Substantial overlap · 3 shared positions

$WT $COP $UNIT

$102M

27 positions

#3truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$WT $COP $UNIT $DIA

$97M

49 positions

#4AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $UNIT $NOW $SCHW

$206M

97 positions

#5FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$WT $COP $SCHW

$264M

25 positions

#6tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $HSY

$202M

102 positions

#7Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $DHR

$153M

96 positions

#8Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $COP

$126M

67 positions

#9WESCAP Management Group, Inc.Active

Notable overlap · 7 shared positions

$WT $COP $IAU $UNIT $GLW $GBTC

$508M

107 positions

#10Oxinas Partners Wealth Management LLCPassive

Notable overlap · 4 shared positions

$WT $MAR $DIA $DRI

$219M

145 positions

#11Exit Wealth Advisors, LLC.Active

Notable overlap · 5 shared positions

$WT $ANET $IAU $GLW $GBTC

$195M

131 positions

#12Systelligence, LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $IAU

$514M

56 positions

#13Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $HSY $COP

$213M

153 positions

#14Bonfire FinancialActive

Notable overlap · 3 shared positions

$WT $MAR $UNIT

$133M

57 positions

#15Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $SCHW

$3.2B

481 positions

#16Morton Capital Management LLC/CASmart money

Notable overlap · 3 shared positions

$WT $IAU $DIA

$672M

139 positions

#17MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 5 shared positions

$WT $UNIT $COP $MAR $IBM

$240M

234 positions

#18TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $IAU $DHR

$163M

795 positions

#19SK Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $MUFG

$360M

77 positions

#20Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $DIA $SCHW

$89M

81 positions

#21Etesian Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$WT $GILD $SCHW $IBM $AMN

$313M

138 positions

#22Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 3 shared positions

$WT $IAU $AMN

$132M

80 positions

#23Lunt Capital Management, Inc.Active

Notable overlap · 3 shared positions

$WT $MAR $DHR

$260M

97 positions

#24Serenus Wealth Advisors, LLCSmart money

Notable overlap · 4 shared positions

$WT $DIA $IBM $UNIT

$501M

68 positions

#25Team Financial Group, LLCActive

Notable overlap · 5 shared positions

$WT $COP $DIA $AMN $IBM

$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.