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Hedge Funds Similar to Granite FO

13F Portfolio OverlapQ2 2026Granite FO portfolio →
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Most similar hedge funds by 13F overlap

Granite FO LLC is an institutional investor managing $189M across 171 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Granite FO are Fi3 FINANCIAL ADVISORS, TSG Advice Partners, IFG Advisors, with shared positions in $MDY, $PFE, $MRSH, $QCOM, $MO, $PM. The full ranking of 25 similar funds is below.

#1Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 5 shared positions
$MDY$PFE$MRSH$QCOM$MO
$418M
232 positions
#2TSG Advice Partners, LLC
Notable overlap · 3 shared positions
$MDY$PFE$PM
$667M
135 positions
#3IFG Advisors, LLCActive
Notable overlap · 3 shared positions
$MDY$PM$MO
$725M
165 positions
#4Tandem Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$MDY$BA$UPS
$251M
48 positions
#5BLUELINE ADVISORS LLCActive
Notable overlap · 3 shared positions
$MDY$MRSH$WM
$144M
260 positions
#6Hummer Financial Advisory Services IncActive
Notable overlap · 3 shared positions
$MDY$RPM$QCOM
$152M
129 positions
#7SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$BA$MO
$310M
128 positions
#8Lalia Capital, LLCActive
Some overlap · 5 shared positions
$GBDC$OWL$OBDC$APO$KKR
$206M
15 positions
#9CMG Global Holdings, LLCPassive
Some overlap · 6 shared positions
$MDY$PM$BA$WM$UPS$MO
$236M
100 positions
#10LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 5 shared positions
$MDY$ARES$IAU$KKR$QCOM
$248M
91 positions
#11Midwest Financial Group LLCPassive
Some overlap · 4 shared positions
$MDY$IAU$BA$QCOM
$285M
136 positions
#12LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$BA$PFE
$201M
139 positions
#13Prairiewood Capital, LLCActive
Some overlap · 4 shared positions
$GBDC$ARCC$OBDC$MO
$386M
81 positions
#14Muzinich & Co., Inc.Active
Some overlap · 3 shared positions
$GBDC$ARCC$OBDC
$293M
38 positions
#15TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$BA$MO
$186M
132 positions
#16Providence Financial Advisors, LLCActive
Some overlap · 5 shared positions
$MDY$PFE$PM$BA$MO
$176M
60 positions
#17Sound Income Strategies, LLCPassive
Some overlap · 5 shared positions
$GBDC$ARCC$OBDC$PFE$UPS
$2.2B
483 positions
#18Serenus Wealth Advisors, LLCSmart money
Some overlap · 4 shared positions
$MDY$PM$MO$GBDC
$573M
75 positions
#19Next Capital Management LLCActive
Some overlap · 5 shared positions
$GBDC$OBDC$APO$KKR$QCOM
$370M
138 positions
#20Tranquility Partners, LLCPassive
Some overlap · 3 shared positions
$GBDC$OWL$OBDC
$291M
232 positions
#21Sage Mountain Advisors LLCActive
Some overlap · 4 shared positions
$GBDC$MDY$IAU$QCOM
$1.6B
304 positions
#22Generali Asset Management SPA SGRPassive
Some overlap · 4 shared positions
$MDY$ARCC$GBDC$OBDC
$5.5B
526 positions
#23Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MDY$WM$QCOM
$1.0B
200 positions
#24Waldron Private Wealth LLCActive
Some overlap · 4 shared positions
$MDY$UBSI$IAU$QCOM
$2.9B
350 positions
#25Carolina Wealth Management IncActive
Some overlap · 3 shared positions
$MDY$PFE$UPS
$217M
114 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.