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 Granite Group Advisors

13F Portfolio OverlapQ3 2026Granite Group Advisors portfolio →

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Most similar hedge funds by 13F overlap

Granite Group Advisors, LLC is an institutional investor managing $158M across 78 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Granite Group Advisors are MATRIX ASSET ADVISORS, EDGAR LOMAX, Center for Wealth Advisory, with shared positions in $PNC, $QCOM, $USB, $SBUX, $AMGN, $AEP. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive

Substantial overlap · 19 shared positions

$PNC $QCOM $USB $SBUX $AMGN $AEP

$1.2B

100 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

$USB $NEE $MS $TXN $SBUX $LMT

$1.3B

58 positions

#3Center for Wealth Management AdvisoryActive

Notable overlap · 9 shared positions

$PNC $USB $MS $PEP $MDT $LMT

$161M

62 positions

#4Stokes Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$MS $NEE $TXN $QCOM $PEP $LMT

$455M

118 positions

#5Saratoga Research & Investment ManagementActive

Notable overlap · 7 shared positions

$DIS $SBUX $MDT $PEP $ASML $AMGN

$1.8B

44 positions

#6DLK Investment Management, LLCPassive

Notable overlap · 7 shared positions

$QCOM $AMGN $PEP $MDT $DIS $TGT

$275M

99 positions

#7Socorro Asset Management LPActive

Notable overlap · 6 shared positions

$DIS $PNC $NEE $MS $TXN $OKE

$223M

33 positions

#8Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$AMGN $NEE $QCOM $TXN $LMT $ADP

$111M

62 positions

#9Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$AMGN $USB $PEP $TXN $TGT $LMT

$265M

100 positions

#10FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 8 shared positions

$AMGN $AEP $NEE $PEP $MDT $LMT

$5.3B

210 positions

#11FourThought Financial Partners, LLCPassive

Notable overlap · 9 shared positions

$NEE $PEP $LMT $MDT $CCZ $AMGN

$1.3B

393 positions

#12CAMBIAR INVESTORS LLCActive

Notable overlap · 7 shared positions

$PNC $PEP $TXN $USB $MDT $STZ

$2.3B

150 positions

#13Black Cypress Capital Management, LLCActive

Notable overlap · 4 shared positions

$DIS $USB $STZ $SBUX

$150M

29 positions

#14Welch Group, LLCPassive

Notable overlap · 6 shared positions

$QCOM $AEP $NEE $TXN $PEP $LMT

$2.9B

326 positions

#15CONNING INC.Passive

Notable overlap · 8 shared positions

$USB $PNC $AMGN $SBUX $MS $LMT

$3.3B

327 positions

#16Focused Investors LLCActive

Notable overlap · 4 shared positions

$DIS $MS $PEP $LMT

$3.0B

23 positions

#17Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$PNC $TXN $AMGN $PEP $QCOM $BNY

$108M

52 positions

#18Ironwood Investment Counsel, LLCPassive

Notable overlap · 8 shared positions

$QCOM $USB $LMT $AMGN $MDT $PEP

$762M

267 positions

#19CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 6 shared positions

$PNC $NEE $TXN $MDT $MTB $PEP

$1.1B

157 positions

#20Harvest Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$QCOM $MS $PNC $AMGN $LMT $TGT

$202M

58 positions

#21Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$SBUX $AMGN $MS $TXN $LMT $BNY

$360M

73 positions

#22VAN STRUM & TOWNE INC.Passive

Notable overlap · 6 shared positions

$DIS $AMGN $PEP $QCOM $TXN $ADP

$367M

111 positions

#23FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 6 shared positions

$QCOM $USB $AEP $NEE $TXN $WMB

$1.7B

256 positions

#24Robinson Value Management, Ltd.Passive

Notable overlap · 6 shared positions

$DIS $QCOM $MDT $MTB $TGT $CCZ

$183M

77 positions

#25Telos Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$QCOM $MS $PEP $AMGN $PNC $AEP

$1.1B

201 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.