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 Graetz Wealth

13F Portfolio OverlapQ3 2026Graetz Wealth portfolio →

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Most similar hedge funds by 13F overlap

Graetz Wealth LLC is an institutional investor managing $127M across 84 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 Graetz Wealth are Upper Left Wealth, Peak Retirement Planning, Oakmont Advisory Group, with shared positions in $STT, $IBIT, $GLDM, $IAU, $TT, $THC. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive

Substantial overlap · 5 shared positions

$STT $IBIT $GLDM $IAU $TT

$193M

68 positions

#2Peak Retirement Planning, Inc.Passive

Notable overlap · 16 shared positions

$STT $THC $TOST $FLEX $HALO $MMSI

$632M

194 positions

#3Oakmont Advisory Group, LLCPassive

Notable overlap · 15 shared positions

$GLDM $STT $THC $FLEX $HALO $MMSI

$119M

526 positions

#4Go Invest LLCSmart money

Notable overlap · 4 shared positions

$STT $IBIT $GLDM $IAU

$473M

104 positions

#5ELEMENT POINTE ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$STT $GLDM $IBIT

$709M

91 positions

#6Financial Engines Advisors L.L.C.Active

Notable overlap · 4 shared positions

$STT $IBIT $PLTR $TT

$56.3B

552 positions

#7Friday FinancialActive

Notable overlap · 3 shared positions

$STT $IBIT $PLTR

$506M

119 positions

#8American National Bank of TexasActive

Notable overlap · 3 shared positions

$STT $GLDM $TT

$109M

52 positions

#9Allie Family Office LLCActive

Notable overlap · 3 shared positions

$STT $IBIT $IAU

$270M

107 positions

#10KALEIDOSCOPE CAPITAL LPActive

Notable overlap · 3 shared positions

$IBIT $ETH $XRP

$271M

16 positions

#11Destiny Capital Corp/COSmart money

Notable overlap · 3 shared positions

$IBIT $STT $GLDM

$215M

58 positions

#12Copia Wealth ManagementPassive

Notable overlap · 5 shared positions

$GLDM $IBIT $STT $IAU $ETH

$166M

570 positions

#13FLOW TRADERS U.S. LLCPassive

Notable overlap · 3 shared positions

$STT $IAU $PLTR

$2.4B

979 positions

#14CURTIS WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$IBIT $GLDM $IAU

$118M

55 positions

#15Thrive Capital Management, LLCPassive

Notable overlap · 11 shared positions

$THC $TOST $FLEX $HALO $MMSI $EXEL

$557M

180 positions

#16Compass Wealth Management, LLC/GAActive

Notable overlap · 5 shared positions

$STT $GLDM $IAU $PLTR $MO

$251M

74 positions

#17ERn Financial, LLCActive

Notable overlap · 3 shared positions

$STT $IAU $MO

$604M

161 positions

#18Atlas Private Wealth AdvisorsActive

Notable overlap · 4 shared positions

$STT $PLTR $TT $IBIT

$462M

149 positions

#19Convergence Financial, LLCPassive

Notable overlap · 3 shared positions

$STT $IBIT $PLTR

$714M

262 positions

#20Rodgers & Associates, LTDActive

Notable overlap · 3 shared positions

$STT $GLDM $MO

$1.1B

111 positions

#21Hudson Oak Wealth Advisory LLCActive

Notable overlap · 3 shared positions

$STT $GLDM $IAU

$130M

54 positions

#22Walkner Condon Financial Advisors LLCPassive

Notable overlap · 3 shared positions

$STT $GLDM $IAU

$871M

344 positions

#23Parcion Private Wealth LLCPassive

Notable overlap · 4 shared positions

$STT $GLDM $IAU $MPWR

$1.8B

529 positions

#24Daviman Financial, LLCActive

Notable overlap · 3 shared positions

$IBIT $GLDM $STT

$181M

92 positions

#25Verde Servicos Internacionais S.A.Active

Notable overlap · 3 shared positions

$IBIT $GLDM $APP

$294M

41 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.