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 Grove Street Fiduciary,

13F Portfolio OverlapQ1 2026Grove Street Fiduciary, portfolio →

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Most similar hedge funds by 13F overlap

Grove Street Fiduciary, LLC is an institutional investor managing $227M across 74 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 Grove Street Fiduciary, are Mokosak Advisory Group,, ASPIRIANT,, Discipline Wealth Solutions,, with shared positions in $UNIT, $MAR, $WFC, $AMGN, $HUM, $WT. The full ranking of 25 similar funds is below.

#1Mokosak Advisory Group, LLCSmart money

Substantial overlap · 4 shared positions

$UNIT $MAR $WFC $AMGN

$399M

34 positions

#2ASPIRIANT, LLCActive

Substantial overlap · 5 shared positions

$UNIT $HUM $WT $MKL $MAR

$3.5B

338 positions

#3Discipline Wealth Solutions, LLCActive

Substantial overlap · 6 shared positions

$UNIT $SNOW $UPST $MKL $WT $HUM

$950M

192 positions

#4Marotta Asset ManagementActive

Substantial overlap · 7 shared positions

$UNIT $SNOW $UPST $MAR $WFC $IBM

$543M

103 positions

#5Opal Wealth Advisors, LLCActive

Substantial overlap · 4 shared positions

$UNIT $SNOW $IBM $PM

$442M

606 positions

#6Efficient Advisors, LLCActive

Substantial overlap · 5 shared positions

$UNIT $SNOW $MKL $UPST $WT

$1.4B

58 positions

#7BHK Investment Advisors, LLCActive

Substantial overlap · 4 shared positions

$UNIT $ADP $WFC $AMGN

$299M

79 positions

#8Shakespeare Wealth Management, LLCActive

Notable overlap · 5 shared positions

$UNIT $WT $SNOW $MAR $WFC

$422M

98 positions

#9TrueWealth Financial PartnersActive

Notable overlap · 4 shared positions

$UNIT $UPST $MKL $SNOW

$251M

66 positions

#10Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 6 shared positions

$UNIT $SNOW $HUM $NSC $UPST $MKL

$111M

63 positions

#11Safir Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $UPST

$138M

19 positions

#12Family CFO IncActive

Notable overlap · 3 shared positions

$UNIT $HUM $MKL

$223M

41 positions

#13Gladwyn Financial Advisors, Inc.Active

Notable overlap · 6 shared positions

$UNIT $MKL $GE $GEV $MMM $WM

$160M

82 positions

#14Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 4 shared positions

$UNIT $WT $UPST $HUM

$2.2B

79 positions

#15JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$UNIT $WT $ADP

$102M

27 positions

#16Hegarty Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $MKL $UPST $HUM

$127M

57 positions

#17Verus Financial Partners, Inc.Smart money

Notable overlap · 8 shared positions

$SNOW $UNIT $MKL $PM $UPST $IBM

$1.1B

121 positions

#18Noble Family Wealth, LLCActive

Notable overlap · 7 shared positions

$HUM $WT $UNIT $SNOW $MKL $UPST

$484M

76 positions

#19PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$SNOW $HUM $UNIT

$198M

106 positions

#20MBA Advisors LLCPassive

Notable overlap · 7 shared positions

$SNOW $WT $UPST $MKL $IBM $GE

$260M

146 positions

#21FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$UNIT $HUM $MAR $AMGN

$176M

104 positions

#22Valpey Financial Services, LLCPassive

Notable overlap · 5 shared positions

$SNOW $UNIT $MKL $UPST $IBM

$154M

75 positions

#23Retirement Investment Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $UNIT $IBM $MAR

$1.2B

67 positions

#24Leo H. Evart, Inc.Passive

Notable overlap · 4 shared positions

$SNOW $HUM $MAR $UNIT

$117M

298 positions

#25SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$HUM $UNIT $MAR $GE $GEV $MKL

$272M

554 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.