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 Gratus Wealth Advisors,

13F Portfolio OverlapQ1 2026Gratus Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Gratus Wealth Advisors, LLC is an institutional investor managing $691M across 138 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 Gratus Wealth Advisors, are Seven Springs Wealth Group,, Praetorian Wealth ,, Planning, with shared positions in $MS, $HLT, $HUM, $BAC, $HCA, $GE. The full ranking of 25 similar funds is below.

#1Seven Springs Wealth Group, LLCActive

Substantial overlap · 6 shared positions

$MS $HLT $HUM $BAC $HCA $GE

$432M

81 positions

#2Praetorian Wealth Management, Inc.Active

Substantial overlap · 5 shared positions

$NTRB $MAR $SSL $HLT $HUM

$526M

77 positions

#3Capital Planning LLCActive

Substantial overlap · 6 shared positions

$MS $NTRB $MAR $HUM $PWR $GE

$307M

82 positions

#4Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$NTRB $MAR $MS $HUM $IBM $CSX

$151M

97 positions

#5FC Advisory LLCActive

Notable overlap · 4 shared positions

$NTRB $MS $HUM $CSX

$342M

115 positions

#6Adirondack Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$MS $NTRB $HUM $GE

$156M

44 positions

#7Summit Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$MS $NTRB $HUM

$269M

81 positions

#8KOM Wealth Management Group, LLCActive

Notable overlap · 5 shared positions

$MS $SSL $HUM $PWR $HLT

$147M

89 positions

#9Caldwell Investment Management Ltd.Active

Notable overlap · 5 shared positions

$MS $MCK $PWR $BAC $HWM

$255M

57 positions

#10Coign Capital Advisors LLCActive

Notable overlap · 4 shared positions

$MS $MCK $ADI $BAC

$190M

80 positions

#11Madrid Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$MS $IBM $GE

$133M

70 positions

#12Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $NTRB

$331M

134 positions

#13Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $HUM

$302M

51 positions

#14Clifford Group, LLCActive

Notable overlap · 5 shared positions

$NTRB $MAR $MS $COR $ADI

$130M

80 positions

#15Portfolio Strategies, Inc.Active

Notable overlap · 4 shared positions

$NTRB $MAR $MS $COR

$811M

75 positions

#16PFS Partners, LLCActive

Notable overlap · 4 shared positions

$MS $MAR $IBM $GE

$218M

590 positions

#17Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$NTRB $MAR $HUM $MCK

$160M

106 positions

#18Beacon Capital Management, LLCActive

Notable overlap · 4 shared positions

$NTRB $MAR $HCA $HUM

$567M

166 positions

#19IFS Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $MAR $IBM

$194M

217 positions

#20DAGCO, INC.Passive

Notable overlap · 5 shared positions

$MS $MAR $HUM $ADI $CSX

$461M

353 positions

#21ARCADIA INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$HLT $SSL $GE

$212M

81 positions

#22Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$MS $MAR $HUM

$453M

103 positions

#23Houlihan Financial Resource Group, Ltd.Passive

Notable overlap · 6 shared positions

$MS $SSL $HLT $MAR $BAC $IBM

$257M

109 positions

#24Black Diamond Financial, LLCActive

Notable overlap · 5 shared positions

$NTRB $HUM $MAR $BAC $MCK

$916M

185 positions

#25Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$NTRB $HUM $GE

$116M

80 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.