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Hedge Funds Similar to Gross & Hartman Investments

13F Portfolio OverlapQ1 2026Gross & Hartman Investments portfolio →
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Most similar hedge funds by 13F overlap

Gross & Hartman Investments LLC is an institutional investor managing $192M across 72 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 Gross & Hartman Investments are Safe Harbor Family ,, SWAN, truNorth Financial Services,, with shared positions in $KKR, $ALPS, $MAR, $EQIX, $EPAM, $PLD. The full ranking of 25 similar funds is below.

#1Safe Harbor Family Capital, LLCSmart money
Substantial overlap · 15 shared positions
$KKR$ALPS$MAR$EQIX$EPAM$PLD
$128M
55 positions
#2SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$KKR$MAR$PLTR$MKL
$272M
554 positions
#3truNorth Financial Services, Inc.Active
Notable overlap · 3 shared positions
$KKR$MS$PLTR
$97M
49 positions
#4Tepp RIA, LLCActive
Notable overlap · 4 shared positions
$KKR$MS$EPAM$MAR
$128M
41 positions
#5Operose Advisors LLCActive
Notable overlap · 3 shared positions
$KKR$MKL$MS
$431M
593 positions
#6RETIREMITTEN FINANCIAL LLCActive
Notable overlap · 3 shared positions
$KKR$GMM$MAR
$207M
184 positions
#7ACT WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$KKR$INTU$MS
$298M
62 positions
#8Martel Wealth Advisors IncSmart money
Notable overlap · 3 shared positions
$KKR$MAR$MKL
$587M
73 positions
#9Western Pacific Wealth Management, LPActive
Notable overlap · 3 shared positions
$KKR$PLTR$ABNB
$98M
197 positions
#10White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$KKR$MAR$MKL
$721M
145 positions
#11Wolff Financial Management LLCActive
Notable overlap · 4 shared positions
$KKR$MS$MAR$GMM
$453M
103 positions
#12Naviter Wealth, LLCPassive
Notable overlap · 6 shared positions
$ALPS$EQIX$PLD$DLR$AMT$WELL
$801M
271 positions
#13DAGCO, INC.Passive
Notable overlap · 3 shared positions
$KKR$MAR$MS
$461M
353 positions
#14HOWARD WEALTH MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$KKR$PLTR$DOV$MKL$MAR$ALPS
$238M
142 positions
#15One Day In July LLCActive
Notable overlap · 4 shared positions
$KKR$EPAM$MAR$MKL
$1.2B
153 positions
#16Investment Advisory Group, LLCPassive
Notable overlap · 3 shared positions
$KKR$PLD$MS
$393M
194 positions
#17Financial Perspectives, IncPassive
Notable overlap · 3 shared positions
$KKR$MAR$MS
$358M
716 positions
#18AKRE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$KKR$ABNB$AMT
$6.1B
20 positions
#19Catalyst Investment Management LLCPassive
Notable overlap · 4 shared positions
$KKR$MS$DOV$MKL
$90M
65 positions
#20Stonehearth Capital Management, LLCActive
Notable overlap · 3 shared positions
$ALPS$KKR$GMM
$252M
96 positions
#21GSG Advisors LLCActive
Notable overlap · 3 shared positions
$KKR$MS$MKL
$385M
137 positions
#22VSM Wealth Advisory, LLCPassive
Notable overlap · 4 shared positions
$KKR$MAR$MKL$DOV
$335M
505 positions
#23AF Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$KKR$ROST$MAR
$181M
26 positions
#24Berkeley Capital Partners, LLCActive
Notable overlap · 4 shared positions
$KKR$ALPS$MAR$MKL
$431M
184 positions
#25YARGER WEALTH STRATEGIES, LLCPassive
Notable overlap · 3 shared positions
$KKR$MS$TJX
$248M
125 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.