13F Pro

Hedge Funds Similar to Graver ,

13F Portfolio OverlapQ1 2026Graver , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Graver Capital Management, LLC is an institutional investor managing $132M across 25 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 Graver , are MASECO LLP, DiNuzzo Private Wealth,, McGlone Suttner Wealth ,, with shared positions in $NKE, $MCD, $YUM, $D, $PM, $HBAN. The full ranking of 25 similar funds is below.

#1MASECO LLPActive
Notable overlap · 3 shared positions
$NKE$MCD$YUM
$3.2B
391 positions
#2DiNuzzo Private Wealth, Inc.Active
Notable overlap · 3 shared positions
$NKE$MCD$D
$928M
1,345 positions
#3McGlone Suttner Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$NKE$MCD$PM
$755M
189 positions
#4G2 CAPITAL MANAGEMENT, LLC / OHSmart money
Notable overlap · 3 shared positions
$NKE$MCD$HBAN
$411M
73 positions
#5Pillar Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$AEE$D
$171M
106 positions
#6BAKER BOYER NATIONAL BANKSmart money
Notable overlap · 3 shared positions
$NKE$MCD$DUK
$333M
91 positions
#7Belleair Asset Management, LLCPassive
Notable overlap · 3 shared positions
$NKE$DUK$PM
$110M
77 positions
#8Aurdan Capital Management, LLCActive
Notable overlap · 3 shared positions
$NKE$PM$MO
$333M
88 positions
#9Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$NKE$PM$MO$D
$1.1B
121 positions
#10McGrath & Associates, Inc.Active
Notable overlap · 3 shared positions
$NKE$PM$DUK
$68M
41 positions
#1144 WEALTH MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$NKE$PM$MCD
$286M
183 positions
#12PEOPLES BANK /OHPassive
Notable overlap · 3 shared positions
$PEBO$NKE$MCD
$163M
101 positions
#13Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$NKE$PM$MO
$234M
142 positions
#14InTrack Investment Management IncPassive
Some overlap · 3 shared positions
$NKE$MCD$DUK
$175M
108 positions
#15BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$PM$MO$MCD$DUK
$480M
133 positions
#16TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$PM$D$MO
$514M
167 positions
#17HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$PM$MO$MCD$YUM
$243M
44 positions
#18Aegis Wealth Management LLCPassive
Some overlap · 3 shared positions
$NKE$PM$DUK
$175M
118 positions
#19Sterling Wealth Management, Inc.Active
Some overlap · 3 shared positions
$NKE$MCD$YUM
$364M
112 positions
#20Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$PM$MO$D$MCD
$177M
989 positions
#21LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$PM$D$MO
$16.2B
167 positions
#22RBO & CO LLCActive
Some overlap · 4 shared positions
$PM$MO$MCD$D
$620M
57 positions
#23Strategic Planning, Inc.Active
Some overlap · 3 shared positions
$NKE$D$MO
$199M
54 positions
#24Kennon-Green & Company, LLCActive
Some overlap · 3 shared positions
$PM$MO$MCD
$122M
39 positions
#25Kinloch Capital, LLCPassive
Some overlap · 3 shared positions
$PM$MO$MCD
$245M
83 positions

Compare Graver ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Graver ,’s holdings

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.