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Hedge Funds Similar to Gradient Advisors

13F Portfolio OverlapQ2 2026Gradient Advisors portfolio →
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Most similar hedge funds by 13F overlap

Gradient Capital Advisors, LLC is an institutional investor managing $432M across 179 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 Gradient Advisors are WFA of San Diego, ELEMENT POINTE ADVISORS, Walsky Investment, with shared positions in $GLDM, $BNY, $AMGN, $STT, $QCOM, $LMT. The full ranking of 25 similar funds is below.

#1WFA of San Diego, LLCPassive
Some overlap · 6 shared positions
$GLDM$BNY$AMGN$STT$QCOM$LMT
$122M
94 positions
#2ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$GLDM$BNY$STT$BX
$621M
90 positions
#3Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$BNY$AMGN$STT$QCOM
$108M
52 positions
#4My Portfolio Guide, LLC
Some overlap · 4 shared positions
$GLDM$WPC$QCOM$LMT
$181M
166 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$BNY$AMGN$QCOM$LMT
$1.2B
106 positions
#6BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 4 shared positions
$BNY$AMGN$QCOM$LMT
$404M
99 positions
#7Davis Capital ManagementPassive
Some overlap · 4 shared positions
$BNY$AMGN$QCOM$LMT
$169M
1,270 positions
#8Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$BNY$AMGN$QCOM$LMT$BX
$169M
84 positions
#9MEEDER ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$BNY$AMGN$STT$QCOM
$2.0B
930 positions
#10Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$GLDM$SLV$STT$AMGN
$166M
570 positions
#11Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 5 shared positions
$AMGN$STT$GLDM$LMT$BNY
$169M
339 positions
#12Visionary Wealth AdvisorsPassive
Some overlap · 4 shared positions
$BNY$AMGN$QCOM$LMT
$2.5B
666 positions
#13Stordahl Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$WPC$BNY$AMGN
$546M
68 positions
#14Apeiron RIA LLCActive
Some overlap · 3 shared positions
$BNY$GLDM$AMGN
$390M
162 positions
#15Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$STT$QCOM$LMT$BX
$202M
58 positions
#16OMNI 360 Wealth, Inc.Active
Some overlap · 4 shared positions
$GLDM$BNY$LMT$BX
$216M
135 positions
#17OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$AMGN$QCOM$LMT$STT$BNY
$1.8B
139 positions
#18Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$BNY$SLV$AMGN
$125M
365 positions
#19Aspetuck Financial Management LLCActive
Some overlap · 4 shared positions
$GLDM$QCOM$LMT$BX
$170M
79 positions
#20Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$GLDM$AMGN$STT
$1.8B
529 positions
#21Piedmont Capital Management, LLCActive
Some overlap · 3 shared positions
$GLDM$AMGN$STT
$198M
58 positions
#22Sarver Vrooman Wealth AdvisorsSmart money
Some overlap · 5 shared positions
$BNY$AMGN$STT$QCOM$LMT
$168M
145 positions
#23Financial Plan, Inc.Smart money
Some overlap · 3 shared positions
$BNY$SLV$QCOM
$1.1B
95 positions
#24Buck Wealth Strategies, LLCPassive
Some overlap · 3 shared positions
$GLDM$AMGN$LMT
$956M
1,170 positions
#25Financial Planning Hawaii, Inc.Passive
Some overlap · 3 shared positions
$GLDM$AMGN$LMT
$186M
134 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.