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 OverlapQ1 2026Granite Group Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Granite Group Advisors, LLC is an institutional investor managing $165M across 86 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 Group Advisors, are MATRIX ASSET ADVISORS /NY, EDGAR LOMAX /VA, Black Cypress ,, with shared positions in $PNC, $SBUX, $USB, $TXN, $LMT, $NEE. The full ranking of 25 similar funds is below.

#1MATRIX ASSET ADVISORS INC/NYActive

Substantial overlap · 16 shared positions

$PNC $SBUX $USB $TXN $LMT $NEE

$1.1B

105 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

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

$1.4B

56 positions

#3Black Cypress Capital Management, LLCActive

Notable overlap · 4 shared positions

$DIS $USB $STZ $SBUX

$139M

31 positions

#4Saratoga Research & Investment ManagementActive

Notable overlap · 6 shared positions

$DIS $SBUX $MDT $ACN $AMGN $LMT

$1.8B

46 positions

#5Socorro Asset Management LPPassive

Notable overlap · 5 shared positions

$DIS $PNC $TXN $NEE $MS

$221M

32 positions

#6Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$NEE $TXN $AMGN $LMT $MDT $TGT

$1.3B

138 positions

#7Round Hill Asset ManagementPassive

Notable overlap · 4 shared positions

$DIS $AMGN $MDT $CCZ

$153M

62 positions

#8FourThought Financial Partners, LLCPassive

Notable overlap · 7 shared positions

$NEE $LMT $MS $MDT $CCZ $AMGN

$1.2B

384 positions

#9Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$LMT $USB $MS $__PARK_1390777 $CCZ $ACN

$139M

62 positions

#10Focused Investors LLCActive

Notable overlap · 3 shared positions

$DIS $LMT $MS

$3.1B

22 positions

#11Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$LMT $AMGN $MS $MDT $__PARK_1390777 $SBUX

$272M

95 positions

#12CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$PNC $TXN $MDT $USB $CCZ $STZ

$2.2B

145 positions

#13Ironwood Investment Counsel, LLCPassive

Notable overlap · 7 shared positions

$LMT $USB $MDT $AMGN $CCZ $DIS

$694M

263 positions

#14Atlas Wealth LLCPassive

Notable overlap · 6 shared positions

$PNC $LMT $MS $NEE $AMGN $USB

$334M

115 positions

#15Flavin Financial Services, Inc.Passive

Notable overlap · 5 shared positions

$PNC $LMT $NEE $MS $AMGN

$149M

72 positions

#16Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$SBUX $LMT $AMGN $MS $__PARK_1390777

$353M

78 positions

#17Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$PNC $TXN $AMGN $__PARK_1390777 $NEE $ADP

$98M

50 positions

#18FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$NEE $AEP $AMGN $LMT $MDT $WMB

$5.0B

201 positions

#19Exeter Financial, LLCPassive

Notable overlap · 6 shared positions

$AMGN $TXN $USB $TGT $LMT $ADP

$245M

98 positions

#20Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$USB $NEE $MDT $LMT $AMGN $ACN

$218M

69 positions

#21Willis Investment CounselActive

Notable overlap · 6 shared positions

$TXN $LMT $MDT $AEP $ACN $ADP

$1.8B

123 positions

#22Longaeva Partners L.P.Passive

Notable overlap · 5 shared positions

$PNC $USB $MS $TGT $SBUX

$2.7B

204 positions

#23Robinson Value Management, Ltd.Passive

Notable overlap · 6 shared positions

$DIS $MDT $MTB $TGT $CCZ $ACN

$180M

73 positions

#24OmniStar Financial Group, Inc.Passive

Some overlap · 6 shared positions

$LMT $MS $TGT $__PARK_1390777 $AEP $AMGN

$193M

108 positions

#25Palouse Capital Management, Inc.Passive

Some overlap · 6 shared positions

$TXN $MDT $SBUX $DIS $TSN $ALPS

$151M

135 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.