What hedge funds are most similar to Grant Private Wealth Management Inc?

The funds with the most similar 13F portfolios to Grant Private Wealth Management Inc are ITHAKA GROUP, STF, Menard Financial Group, based on overlapping conviction holdings in the latest SEC filings.

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 Grant Private Wealth

13F Portfolio OverlapQ1 2026Grant Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Grant Private Wealth Management Inc is an institutional investor managing $237M across 164 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 Grant Private Wealth are ITHAKA GROUP, STF, Menard Financial Group, with shared positions in $UBER, $PLTR, $AMD, $INTU, $ISRG, $NOW. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive

Notable overlap · 10 shared positions

$UBER $PLTR $AMD $INTU $ISRG $NOW

$482M

38 positions

#2STF Management LP

Notable overlap · 10 shared positions

$PLTR $AMD $LRCX $ISRG $INTU $SHOP

$107M

101 positions

#3Menard Financial Group LLCActive

Notable overlap · 10 shared positions

$PLTR $UBER $PANW $AMD $SHOP $CRWD

$143M

82 positions

#4DARA CAPITAL US, INC.Passive

Notable overlap · 10 shared positions

$AMD $LRCX $ISRG $NOW $INTU $PANW

$105M

119 positions

#5Trifecta Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$PLTR $UBER $LRCX $AMD $ISRG $PANW

$646M

274 positions

#6Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Notable overlap · 10 shared positions

$AMD $ISRG $INTU $NOW $PANW $CRWD

$194M

146 positions

#7RPG Investment Advisory, LLCPassive

Notable overlap · 8 shared positions

$PLTR $AMD $ISRG $NOW $CRWD $CRM

$829M

92 positions

#8Torrey Growth & Income AdvisorsActive

Notable overlap · 8 shared positions

$PLTR $AMD $LRCX $UBER $NOW $CRM

$239M

110 positions

#9Benchmark Investment Advisors LLCPassive

Some overlap · 7 shared positions

$PLTR $UBER $LRCX $NOW $PANW $CRWD

$172M

76 positions

#10PeakShares LLCPassive

Some overlap · 8 shared positions

$AMD $PLTR $UBER $PANW $CRWD $CRM

$109M

116 positions

#11Canvas Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$UBER $PLTR $AMD $PANW $CRWD $NOW

$588M

240 positions

#12Global X Japan Co., Ltd.Active

Some overlap · 7 shared positions

$PLTR $AMD $LRCX $INTU $ISRG $MU

$1.9B

378 positions

#13Henson-Edgewater Management, LLCPassive

Some overlap · 8 shared positions

$PLTR $AMD $LRCX $CRWD $VZ $MU

$157M

66 positions

#14Optiver Holding B.V.Active

Some overlap · 8 shared positions

$PLTR $AMD $PANW $CRWD $CRM $MU

$289.5B

2,301 positions

#15Winslow Capital Management, LLCActive

Some overlap · 7 shared positions

$PLTR $AMD $INTU $ISRG $SHOP $SNOW

$25.6B

60 positions

#16Everest Financial Group LLCPassive

Some overlap · 8 shared positions

$AMD $UBER $NOW $PANW $CRWD $CRM

$607M

199 positions

#17Broadleaf Partners, LLCActive

Some overlap · 6 shared positions

$PLTR $UBER $ISRG $NOW $PANW $SHOP

$429M

84 positions

#18AXS Investments LLCActive

Some overlap · 8 shared positions

$PLTR $UBER $PANW $CRM $NOW $INTU

$248M

189 positions

#19DEEPWATER ASSET MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$UBER $LRCX $ISRG $SHOP $SNOW $NET

$158M

39 positions

#20ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 7 shared positions

$UBER $AMD $NOW $CRWD $SHOP $SNOW

$3.5B

110 positions

#21JENNISON ASSOCIATES LLCActive

Some overlap · 8 shared positions

$AMD $PLTR $ISRG $CRWD $SHOP $SNOW

$145.4B

562 positions

#22LYELL WEALTH MANAGEMENT, LPPassive

Some overlap · 7 shared positions

$AMD $UBER $ISRG $INTU $NOW $PANW

$1.4B

216 positions

#23Strong Retirement Solutions LLCPassive

Some overlap · 6 shared positions

$UBER $AMD $ISRG $NOW $CRWD $SHOP

$143M

86 positions

#24Accuvest Global AdvisorsPassive

Some overlap · 5 shared positions

$UBER $PLTR $NOW $CRWD $SHOP

$107M

57 positions

#25PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 7 shared positions

$PLTR $NOW $CRWD $ISRG $AMD $LRCX

$128M

80 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.