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Hedge Funds Similar to Grantvest Financial Group

13F Portfolio OverlapQ1 2026Grantvest Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Grantvest Financial Group LLC is an institutional investor managing $154M across 167 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 Grantvest Financial Group are COMPASS ,, S.E.E.D. Planning Group, URS Advisory, with shared positions in $SHW, $TMO, $MAR, $USB, $HUM, $DIS. The full ranking of 25 similar funds is below.

#1COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$SHW$TMO$MAR
$1.7B
87 positions
#2S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$SHW$TMO$USB
$344M
89 positions
#3URS Advisory LLCActive
Some overlap · 4 shared positions
$SHW$TMO$MAR$HUM
$137M
51 positions
#4VIKING GLOBAL INVESTORS LPActive
Some overlap · 3 shared positions
$SHW$TMO$DIS
$35.7B
77 positions
#5Odyssey Capital Advisors, Inc.Passive
Some overlap · 6 shared positions
$SHW$SAN$MAR$DIA$USB$HUM
$112M
97 positions
#6Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 6 shared positions
$TMO$SAN$MAR$USB$HUM$GSAT
$153M
344 positions
#7Kaizen Financial StrategiesPassive
Some overlap · 4 shared positions
$SHW$TMO$DIA$HUM
$236M
174 positions
#8MFA WEALTH ADVISORS, LLCActive
Some overlap · 7 shared positions
$SHW$SAN$USB$GSAT$MAR$KO
$508M
88 positions
#9Iyo Bank, Ltd.Active
Some overlap · 4 shared positions
$TMO$SHW$DIS$KO
$281M
35 positions
#10CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$TMO$SHW$HEI
$405M
73 positions
#11NORTHSTAR ASSET MANAGEMENT CoActive
Some overlap · 4 shared positions
$TMO$SHW$HUM$MDLZ
$445M
138 positions
#12ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 3 shared positions
$SHW$TMO$MAR
$148M
106 positions
#13Advantage Trust CoActive
Some overlap · 6 shared positions
$SHW$MAR$HUM$GSAT$SAN$OKE
$223M
123 positions
#14Alexis Investment Partners, LLCActive
Some overlap · 5 shared positions
$SHW$MAR$DIA$HUM$FCX
$145M
35 positions
#15D1 Capital Partners L.P.Active
Some overlap · 3 shared positions
$TMO$SHW$DIS
$11.2B
44 positions
#16Centurion Wealth Management LLCPassive
Some overlap · 5 shared positions
$TMO$USB$HUM$GSAT$MDLZ
$444M
316 positions
#17Financial Freedom, LLCPassive
Some overlap · 5 shared positions
$SHW$MAR$USB$GSAT$DIS
$201M
426 positions
#18Mosaic Advisors LLCPassive
Some overlap · 4 shared positions
$SHW$MAR$DIA$HUM
$67M
42 positions
#19Horizon Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SHW$OKE$DIS$HUM$MDLZ
$682M
137 positions
#20Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$TMO$OKE$SAN$SHW
$261M
128 positions
#21Wealth Quarterback LLCPassive
Some overlap · 4 shared positions
$SHW$SAN$OKE$KO
$254M
163 positions
#22Bay Rivers GroupPassive
Some overlap · 4 shared positions
$SHW$DIA$USB$HUM
$240M
109 positions
#23Plotkin Financial Advisors, LLCActive
Some overlap · 5 shared positions
$SHW$HUM$USB$SAN$KO
$199M
100 positions
#24PCG Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$OKE$USB$GSAT
$395M
164 positions
#25WT Wealth ManagementPassive
Some overlap · 4 shared positions
$SHW$USB$GSAT$MDLZ
$336M
138 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.