13F Pro

Hedge Funds Similar to Granite Harbor Advisors,

13F Portfolio OverlapQ1 2026Granite Harbor Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Granite Harbor Advisors, Inc. is an institutional investor managing $229M across 129 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 Granite Harbor Advisors, are EJMK Ventures, FIRST NATIONAL BANK & OF NEWTOWN, Hilton ,, with shared positions in $SNOW, $FLEX, $MCD, $HON, $NEE, $HLT. The full ranking of 25 similar funds is below.

#1EJMK Ventures LLCActive
Some overlap · 3 shared positions
$SNOW$FLEX$MCD
$179M
167 positions
#2FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 5 shared positions
$SNOW$HON$NEE$HLT$MCD
$464M
142 positions
#3Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$SNOW$BAC$HON$EMR$MCD
$1.3B
129 positions
#4Etesian Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$SNOW$FLEX$BAC$MCD
$313M
138 positions
#5American TrustActive
Some overlap · 5 shared positions
$SNOW$APH$NEE$SLV$HON
$1.1B
313 positions
#6North Forty Two & Co.Passive
Some overlap · 3 shared positions
$SNOW$BAC$SLV
$108M
97 positions
#7Successful Portfolios LLCPassive
Some overlap · 4 shared positions
$SNOW$HON$NEE$MCD
$181M
188 positions
#8HARBOR ADVISORY CORP /MA/Passive
Some overlap · 5 shared positions
$SNOW$SSL$HLT$BAC$MCD
$333M
79 positions
#9Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$SNOW$NEE$FLEX$SLV
$950M
192 positions
#10Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$SNOW$BAC$SLV
$340M
102 positions
#11Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$HON$EMR$MCD
$272M
95 positions
#12Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SNOW$HON$EMR$MCD
$353M
78 positions
#13CLEAR INVESTMENT RESEARCH, LLCPassive
Some overlap · 3 shared positions
$SNOW$BAC$SLV
$64M
241 positions
#14PCG ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SNOW$HON$BAC$MCD
$125M
78 positions
#15Lineweaver Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SNOW$NEE$BAC$MCD
$742M
168 positions
#16Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 4 shared positions
$SNOW$HON$MCD$UNH
$566M
28 positions
#17NOVEM GROUPPassive
Some overlap · 4 shared positions
$SNOW$SSL$HLT$EMR
$873M
437 positions
#18Carl P. Sherr & Co., LLCPassive
Some overlap · 4 shared positions
$SNOW$HON$NEE$MCD
$213M
124 positions
#19Wilkins Miller Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$SSL$HLT$EMR
$165M
89 positions
#20Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$SNOW$NEE$MCD$UNH
$190M
82 positions
#21Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$SNOW$NEE$BAC$UNH
$607M
110 positions
#22InvesTrustPassive
Some overlap · 4 shared positions
$SNOW$SSL$HLT$MCD
$238M
91 positions
#23Blossom Wealth ManagementPassive
Some overlap · 5 shared positions
$BAC$SNOW$APH$NEE$MCD
$67M
74 positions
#24Clearview Wealth Advisors LLC
Some overlap · 5 shared positions
$SNOW$BAC$HON$EMR$MCD
$158M
103 positions
#25Equity Wealth Partners, LLCActive
Some overlap · 3 shared positions
$SNOW$HON$SLV
$155M
76 positions

Compare Granite Harbor Advisors,’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 Granite Harbor Advisors,’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.