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Hedge Funds Similar to Grunden Financial Advisory,

13F Portfolio OverlapQ4 2025Grunden Financial Advisory, portfolio →
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Most similar hedge funds by 13F overlap

Grunden Financial Advisory, Inc. is an institutional investor managing $256M across 35 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Grunden Financial Advisory, are CLARIS ADVISORS, / MO /, Socorro Asset, Railway Pension Investments Ltd, with shared positions in $NEE, $PCAR, $CI, $TXN, $MS, $IDXX. The full ranking of 25 similar funds is below.

#1CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$NEE$PCAR$CI
$334M
70 positions
#2Socorro Asset Management LPPassive
Notable overlap · 3 shared positions
$NEE$TXN$MS
$221M
32 positions
#3Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$NEE$TXN$IDXX
$7.0B
103 positions
#4TORRAY LLCPassive
Some overlap · 3 shared positions
$TXN$NEE$MS
$682M
88 positions
#5Tandem Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$NEE$INTU$IDXX
$2.0B
83 positions
#6MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$TXN$NEE$MS
$1.1B
105 positions
#7BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$TXN$NEE$MS$INTU
$506M
75 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$TXN$NEE$MS
$446M
104 positions
#9DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$NEE$TXN$INTU
$501M
138 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$NEE$TXN$MS
$1.4B
56 positions
#11Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$TXN$MS$NEE
$1.2B
262 positions
#12Local Pensions Partnership Investment LtdActive
Some overlap · 3 shared positions
$TXN$INTU$IDXX
$4.6B
32 positions
#13BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$NEE$TXN$TRI
$2.9B
120 positions
#14Flavin Financial Services, Inc.Passive
Some overlap · 3 shared positions
$NEE$MS$COF
$149M
72 positions
#15Granite Group Advisors, LLCActive
Some overlap · 3 shared positions
$TXN$NEE$MS
$165M
86 positions
#16Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$NEE$TXN$MS
$477M
70 positions
#17Aureus Asset Management, LLCPassive
Some overlap · 3 shared positions
$NEE$MS$TXN
$1.5B
225 positions
#18Stack Financial Management, IncActive
Some overlap · 3 shared positions
$NEE$PCAR$CI
$1.4B
52 positions
#19Bath Savings Trust CoActive
Some overlap · 3 shared positions
$NEE$IDXX$INTU
$936M
168 positions
#20DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$TXN$CI$COF
$21.8B
112 positions
#21Williams & Novak, LLCPassive
Some overlap · 3 shared positions
$TXN$MS$NEE
$134M
143 positions
#22JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$TXN$IDXX$INTU
$551M
78 positions
#23ENGLISH CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$TXN$CI$COF
$171M
36 positions
#24Clearstead Advisors, LLCPassive
Some overlap · 3 shared positions
$NEE$PCAR$TXN
$10.9B
2,241 positions
#25MCDANIEL TERRY & COActive
Some overlap · 3 shared positions
$PCAR$TXN$INTU
$1.2B
81 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.