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 FO

13F Portfolio OverlapQ1 2026Granite FO portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Granite FO LLC is an institutional investor managing $189M across 171 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 FO are Ariston Services Group, Seneca Financial Advisors, Buska Wealth ,, with shared positions in $HUM, $KKR, $IAU, $BA, $DIA, $WM. The full ranking of 25 similar funds is below.

#1Ariston Services GroupActive

Substantial overlap · 4 shared positions

$HUM $KKR $IAU $BA

$167M

71 positions

#2Seneca Financial Advisors LLCActive

Substantial overlap · 3 shared positions

$HUM $KKR $DIA

$341M

64 positions

#3Buska Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$HUM $KKR $WM

$249M

74 positions

#4SWAN Capital LLCPassive

Substantial overlap · 5 shared positions

$HUM $KKR $PFE $MU $UNIT

$272M

554 positions

#5Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $DIA $UNIT

$116M

80 positions

#6Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $PM

$255M

70 positions

#7Joel Isaacson & Co., LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $APO

$3.0B

455 positions

#8Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $MDY

$160M

106 positions

#9FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $IAU

$176M

104 positions

#10Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $DIA $PM $INTC

$251M

83 positions

#11Paragon Capital Management LtdActive

Notable overlap · 3 shared positions

$HUM $MDY $UNIT

$476M

199 positions

#12KITCHING PARTNERS, LLCActive

Notable overlap · 3 shared positions

$HUM $PM $IAU

$109M

40 positions

#13Wingate Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HUM $PM $MRSH

$187M

121 positions

#14Aurdan Capital Management, LLCActive

Notable overlap · 3 shared positions

$HUM $PM $MRSH

$333M

88 positions

#15CONQUIS FINANCIAL LLCSmart money

Notable overlap · 3 shared positions

$HUM $INTC $BA

$121M

54 positions

#16Alexis Investment Partners, LLCActive

Notable overlap · 3 shared positions

$HUM $MDY $DIA

$145M

35 positions

#17Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $PM $BA

$302M

51 positions

#18SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$HUM $KKR $MU

$212M

66 positions

#19Noble Family Wealth, LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $KKR $WM $UPS

$484M

76 positions

#20Wealth Care LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $DIA $IAU

$113M

67 positions

#21Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$HUM $KKR $UNIT

$230M

21 positions

#22Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $UNIT

$194M

54 positions

#23HANOVER ADVISORS INCActive

Notable overlap · 4 shared positions

$HUM $MDY $KKR $EPAM

$246M

118 positions

#24Trust Point Inc.Active

Notable overlap · 3 shared positions

$HUM $UNIT $IAU

$1.2B

521 positions

#25Crews Bank & TrustPassive

Notable overlap · 3 shared positions

$HUM $KKR $MDY

$690M

673 positions

Compare Granite FO’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 FO’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.