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Hedge Funds Similar to Silver Grove Financial Group,

13F Portfolio OverlapQ1 2026Silver Grove Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Silver Grove Financial Group, Inc. is an institutional investor managing $124M across 515 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 Silver Grove Financial Group, are Karani Asset, MRWM Advisors,, San Luis Wealth Advisors, with shared positions in $CDNS, $ADI, $LRCX, $DE, $BRZE, $HUM. The full ranking of 25 similar funds is below.

#1Karani Asset Management LLCPassive
Some overlap · 4 shared positions
$CDNS$ADI$LRCX$DE
$122M
54 positions
#2MRWM Advisors, LLCActive
Slight overlap · 4 shared positions
$BRZE$LRCX$HUM$AGQ
$184M
74 positions
#3San Luis Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$CDNS$BRZE$HUM
$604M
175 positions
#4Northwest Financial AdvisorsPassive
Slight overlap · 4 shared positions
$BRZE$SOLV$HUM$AGQ
$52M
66 positions
#5National Wealth Management Group, LLCPassive
Slight overlap · 4 shared positions
$ADI$SLV$LRCX$HUM
$269M
215 positions
#6Gradient Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$BRZE$LRCX$SLV$HUM
$386M
177 positions
#7Nikulski Financial, Inc.Passive
Slight overlap · 4 shared positions
$BRZE$LRCX$HUM$DE
$405M
175 positions
#8Ballast Rock Private Wealth LLCPassive
Slight overlap · 4 shared positions
$SOLV$LRCX$HUM$BRZE
$181M
177 positions
#9GRANVILLE CAPITAL, INC.Active
Slight overlap · 4 shared positions
$BRZE$SLV$HUM$AGQ
$191M
86 positions
#10Manchester Global Management (UK) LtdActive
Slight overlap · 3 shared positions
$CDNS$ADI$LRCX
$749M
23 positions
#11GDS Wealth ManagementActive
Slight overlap · 3 shared positions
$CDNS$ADI$LRCX
$1.7B
200 positions
#12ALKEON CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$CDNS$ADI$LRCX
$59.5B
102 positions
#13Capstone Wealth Management Group LLCPassive
Slight overlap · 4 shared positions
$SLV$LRCX$HUM$AGQ
$163M
123 positions
#14Focus Financial Network, Inc.Passive
Slight overlap · 4 shared positions
$BRZE$HUM$AGQ$SOLV
$2.8B
729 positions
#15Westfuller Advisors, LLCPassive
Slight overlap · 3 shared positions
$BRZE$SOLV$LRCX
$232M
756 positions
#16BridgePort Financial Solutions, LLCPassive
Slight overlap · 3 shared positions
$BRZE$SOLV$HUM
$353M
231 positions
#17Accel Wealth ManagementPassive
Slight overlap · 4 shared positions
$SLV$HUM$AGQ$DE
$383M
290 positions
#18Cornerstone Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$BRZE$SOLV$HUM
$2.0B
712 positions
#19Discipline Wealth Solutions, LLCActive
Slight overlap · 4 shared positions
$BRZE$AGQ$SLV$HUM
$950M
192 positions
#20Strategic Investment Solutions, Inc. /ILPassive
Slight overlap · 3 shared positions
$BRZE$SLV$HUM
$414M
694 positions
#21ECLECTIC ASSOCIATES INC /ADVActive
Slight overlap · 3 shared positions
$BRZE$SLV$HUM
$753M
159 positions
#22Encompass More Asset ManagementPassive
Slight overlap · 3 shared positions
$CDNS$SLV$AGQ
$597M
251 positions
#23PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$CDNS$LRCX$AGQ
$594M
178 positions
#24Donoghue Forlines LLCPassive
Slight overlap · 3 shared positions
$MTB$ADI$LRCX
$361M
118 positions
#25Cushing Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$BRZE$SLV$AGQ
$130M
96 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.