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 GR FINANCIAL GROUP

13F Portfolio OverlapQ2 2026GR FINANCIAL GROUP portfolio →

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Most similar hedge funds by 13F overlap

GR FINANCIAL GROUP, LLC is an institutional investor managing $736M across 37 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GR FINANCIAL GROUP are Addison, Heritage Investment Group, WMG Financial Advisors, with shared positions in $DOV, $IBIT, $MRVL, $QCOM, $COHR, $TXN. The full ranking of 25 similar funds is below.

#1Addison Capital CoActive

Slight overlap · 4 shared positions

$DOV $IBIT $MRVL $QCOM

$610M

184 positions

#2Heritage Investment Group, Inc.Active

Slight overlap · 3 shared positions

$DOV $IBIT $COHR

$744M

135 positions

#3WMG Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$DOV $IBIT $MRVL

$265M

105 positions

#4Ackerman Capital Advisors, LLCActive

Slight overlap · 3 shared positions

$DOV $IBIT $TXN

$497M

120 positions

#5Sovran Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $IBIT $QCOM

$1.3B

615 positions

#6Cambridge Financial Group, LLCActive

Slight overlap · 4 shared positions

$DOV $IBIT $QCOM $TXN

$318M

155 positions

#7Novak & Powell Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$DOV $GLW $QCOM $TXN

$212M

171 positions

#8Alliance Wealth Advisors, LLC /UTPassive

Slight overlap · 3 shared positions

$DOV $IBIT $TXN

$530M

235 positions

#9PLANNING DIRECTIONS INCActive

Slight overlap · 3 shared positions

$DOV $COHR $MRVL

$216M

110 positions

#10Park Edge Advisors, LLCActive

Slight overlap · 3 shared positions

$DOV $COHR $GLW

$475M

154 positions

#11WESPAC Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $COHR $QCOM

$205M

200 positions

#12Bernardo Wealth Planning LLCActive

Slight overlap · 3 shared positions

$DOV $MRVL $GLW

$585M

139 positions

#13Westmount Partners, LLCPassive

Slight overlap · 3 shared positions

$DOV $MRVL $QCOM

$457M

275 positions

#14Fortis Group Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $MRVL $HIMS

$626M

619 positions

#15SBI Securities Co., Ltd.Passive

Slight overlap · 3 shared positions

$DOV $MRVL $RKLB

$4.4B

4,072 positions

#16SWP FINANCIAL LLCActive

Slight overlap · 3 shared positions

$DOV $GLW $QCOM

$216M

78 positions

#17Financial Plan, Inc.Smart money

Slight overlap · 3 shared positions

$DOV $GLW $QCOM

$1.1B

95 positions

#18River Street Advisors LLCPassive

Slight overlap · 3 shared positions

$DOV $GLW $QCOM

$340M

177 positions

#19Verus Financial Partners, Inc.Smart money

Slight overlap · 3 shared positions

$DOV $GLW $QCOM

$1.2B

127 positions

#20ATLAS CAPITAL ADVISORS LLCPassive

Slight overlap · 3 shared positions

$DOV $GLW $TXN

$914M

1,049 positions

#21LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$DOV $GLW $TXN

$2.5B

117 positions

#22UNITED BANKActive

Slight overlap · 3 shared positions

$DOV $GLW $TXN

$853M

130 positions

#23Rakuten Investment Management, Inc.Smart money

Slight overlap · 3 shared positions

$DOV $QCOM $TXN

$34.6B

467 positions

#24CERTIOR FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$DOV $QCOM $TXN

$183M

146 positions

#25New England Professional Planning Group Inc.Smart money

Slight overlap · 3 shared positions

$DOV $QCOM $TXN

$268M

50 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.