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Hedge Funds Similar to GRANITE ISLANDS PRIVATE WEALTH,

13F Portfolio OverlapQ1 2026GRANITE ISLANDS PRIVATE WEALTH, portfolio →
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Most similar hedge funds by 13F overlap

GRANITE ISLANDS PRIVATE WEALTH, LLC is an institutional investor managing $109M across 70 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 GRANITE ISLANDS PRIVATE WEALTH, are Catherine Avery Investment, Generali Investments Towarzystwo Funduszy Inwestycyjnych, Biondo Investment Advisors,, with shared positions in $IBM, $OMC, $AMGN, $PFE, $MCD, $UPS. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive
Notable overlap · 7 shared positions
$IBM$OMC$AMGN$PFE$MCD$UPS
$223M
109 positions
#2Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Notable overlap · 7 shared positions
$PANW$AMD$ISRG$NOW$CRWD$DE
$194M
146 positions
#3Biondo Investment Advisors, LLCActive
Notable overlap · 6 shared positions
$ISRG$IBM$SO$NOW$AMGN$MCD
$780M
82 positions
#4Rayburn West Financial Services LLCPassive
Notable overlap · 7 shared positions
$IBM$DE$AMGN$MCD$UPS$PFE
$170M
82 positions
#5Trinity Legacy Partners, LLCPassive
Notable overlap · 6 shared positions
$PANW$DE$SO$NOW$AMGN$KO
$462M
106 positions
#6Boothe Investment Group, Inc.Active
Notable overlap · 6 shared positions
$WT$AMD$NOW$IBM$PFE$CRWD
$311M
40 positions
#7ITHAKA GROUP LLCActive
Notable overlap · 5 shared positions
$PANW$ISRG$AMD$NOW$CRWD
$482M
38 positions
#8Robocap Asset Management LtdActive
Notable overlap · 5 shared positions
$PANW$ISRG$AMD$NOW$CRWD
$94M
23 positions
#9Steigerwald, Gordon & Koch Inc.Passive
Notable overlap · 6 shared positions
$IBM$DE$AMGN$PFE$OMC$KO
$974M
782 positions
#10DARA CAPITAL US, INC.Passive
Notable overlap · 7 shared positions
$ISRG$AMD$NOW$CRWD$PANW$IBM
$105M
119 positions
#11Generali Investments, Management Co LLCActive
Notable overlap · 9 shared positions
$PFE$MCD$NOW$ISRG$AMD$AMGN
$430M
162 positions
#12Cohen Investment Advisors LLCPassive
Some overlap · 7 shared positions
$AMGN$NOW$PFE$CRM$MCD$UPS
$210M
79 positions
#13OMC Financial Services LTDActive
Some overlap · 8 shared positions
$AMD$PANW$MCD$CRWD$CRM$AMGN
$258M
64 positions
#14Welch Group, LLCPassive
Some overlap · 7 shared positions
$IBM$SO$PFE$MCD$KO$DE
$2.7B
310 positions
#15Alpha Cubed Investments, LLC
Some overlap · 6 shared positions
$PANW$ISRG$AMD$CRWD$MCD$KO
$2.9B
299 positions
#16TRUST CO OF TOLEDO NA /OH/Passive
Some overlap · 7 shared positions
$WT$PANW$DE$MCD$AMGN$AMD
$1.1B
858 positions
#17Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$IBM$NOW$AMGN$MCD$CRWD$KO
$353M
78 positions
#18Nikulski Financial, Inc.Passive
Some overlap · 5 shared positions
$PANW$WT$DE$MCD$CRWD
$405M
175 positions
#19Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$PANW$ISRG$NOW$CRM$CRWD
$13.2B
70 positions
#20CULLINAN ASSOCIATES INCActive
Some overlap · 7 shared positions
$IBM$MCD$DE$KO$SO$UPS
$1.2B
207 positions
#21BENDER ROBERT & ASSOCIATESActive
Some overlap · 5 shared positions
$PANW$ISRG$AMD$NOW$DE
$417M
45 positions
#22Mendel Money ManagementPassive
Some overlap · 4 shared positions
$PANW$IBM$DE$NOW
$239M
137 positions
#23PeakShares LLCPassive
Some overlap · 6 shared positions
$AMD$CRM$PANW$MCD$IBM$CRWD
$109M
116 positions
#24Everest Financial Group LLCPassive
Some overlap · 5 shared positions
$PANW$AMD$NOW$CRM$CRWD
$607M
199 positions
#25RPG Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$ISRG$AMD$NOW$CRM$CRWD
$829M
92 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.