13F Pro

Hedge Funds Similar to Financial Gravity Asset

13F Portfolio OverlapQ1 2026Financial Gravity Asset portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Financial Gravity Asset Management, Inc. is an institutional investor managing $562M across 973 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 Financial Gravity Asset are Financial Gravity Companies, (FGCO), Tensor Edge, DB Fitzpatrick, with shared positions in $SNPS, $NVS, $ASML, $ARM, $MRNA, $SHW. The full ranking of 25 similar funds is below.

#1Financial Gravity Companies, Inc. (FGCO)Passive
Substantial overlap · 19 shared positions
$SNPS$NVS$ASML$ARM$MRNA$SHW
$616M
1,040 positions
#2Tensor Edge Capital, LLCActive
Notable overlap · 3 shared positions
$SNPS$ASML$ARM
$1.5B
18 positions
#3DB Fitzpatrick & Co, IncActive
Notable overlap · 8 shared positions
$SNPS$SHW$BA$SYK$SBUX$ADSK
$124M
100 positions
#4Buckland Partners Management Co LLCPassive
Notable overlap · 3 shared positions
$SNPS$ASML$CRM
$204M
97 positions
#5North Ridge Wealth Advisors, Inc.
Notable overlap · 5 shared positions
$SNPS$BA$SBUX$ASML$MMM
$178M
193 positions
#6Marotta Asset ManagementActive
Notable overlap · 3 shared positions
$SNPS$NVS$DIS
$601M
103 positions
#7Shore Point Advisors, LLCActive
Notable overlap · 3 shared positions
$SNPS$MAR$SYK
$292M
77 positions
#8Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$SNPS$SBUX$CRM
$491M
159 positions
#9Keudell/Morrison Wealth ManagementPassive
Notable overlap · 3 shared positions
$SNPS$ASML$SYK
$529M
260 positions
#10Pegasus Asset Management, Inc.Passive
Notable overlap · 7 shared positions
$MAR$NVS$BA$SYK$SBUX$DIS
$351M
75 positions
#11PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$SNPS$NVS$CRM
$2.8B
186 positions
#12Robinswood Financial LLCPassive
Notable overlap · 4 shared positions
$SNPS$SBUX$MMM$BA
$349M
435 positions
#13EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$SNPS$ASML$CL$MMM
$9.7B
90 positions
#14GRAYBILL WEALTH MANAGEMENT, LTD.
Notable overlap · 5 shared positions
$SNPS$ASML$BA$SBUX$DIS
$372M
82 positions
#15Sustainable Growth Advisers, LPActive
Notable overlap · 6 shared positions
$SNPS$ARM$CMG$CRM$NKE$UL
$10.2B
47 positions
#16Camarda Financial Advisors, LLC
Some overlap · 5 shared positions
$ARM$ASML$MAR$BA$SBUX
$331M
122 positions
#17ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ASML$NVS$AZN$UL$CL
$713M
97 positions
#18LOOMIS SAYLES & CO L PActive
Some overlap · 8 shared positions
$BA$SBUX$DIS$ADSK$NVS$CRM
$79.8B
707 positions
#19McIlrath & Eck, LLC
Some overlap · 3 shared positions
$SNPS$BA$SBUX
$1.3B
1,645 positions
#20GRANDFIELD & DODD, LLCActive
Some overlap · 6 shared positions
$SNPS$NVS$SYK$DIS$ADSK$UL
$1.9B
217 positions
#21ACCOUNT MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$SNPS$ASML$BA$INTU
$99M
22 positions
#22DAVIS-REA LTD.Active
Some overlap · 4 shared positions
$SNPS$SYK$DIS$UL
$351M
45 positions
#23Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$NVS$DIS$CRM$SBUX
$116M
240 positions
#24SALT Holding Corp.Smart money
Some overlap · 4 shared positions
$NVS$AZN$UL$ASML
$189M
25 positions
#25Madson Wealth Advisors IncActive
Some overlap · 3 shared positions
$NVS$ASML$AZN
$147M
97 positions

Compare Financial Gravity Asset’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 Financial Gravity Asset’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.