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Hedge Funds Similar to Gradient Investments

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

Gradient Investments LLC is an institutional investor managing $7.2B across 448 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 Investments are Paladin Wealth, Mattson Financial Services, Brown Financial Advisors, with shared positions in $GLDM, $MS, $TGT, $ETN, $URI, $APH. The full ranking of 25 similar funds is below.

#1Paladin Wealth, LLCPassive
Notable overlap · 16 shared positions
$GLDM$MS$TGT$ETN$URI$APH
$172M
134 positions
#2Mattson Financial Services, LLCPassive
Notable overlap · 15 shared positions
$MS$TGT$ETN$URI$APH$MDT
$478M
235 positions
#3Brown Financial Advisors
Notable overlap · 13 shared positions
$GLDM$MS$TGT$ETN$MDT$URI
$286M
212 positions
#4Orange Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$MS$URI$MDT$APH$PWR$SBUX
$823M
143 positions
#5Copley Financial Group, Inc.Active
Some overlap · 5 shared positions
$GLDM$MS$TGT$ETN$ASML
$165M
118 positions
#6Mission Creek Capital Partners, Inc.Passive
Some overlap · 5 shared positions
$GLDM$ETN$PWR$ASML$NEE
$569M
231 positions
#7Signet Private Wealth LLCPassive
Some overlap · 7 shared positions
$MS$ETN$URI$MCD$APH$ASML
$125M
127 positions
#8MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$MS$TGT$MDT$LOW$SBUX$NEE
$1.2B
106 positions
#9Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$MS$TGT$MDT$LOW$COP$NEE
$10.2B
208 positions
#10FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 5 shared positions
$GLDM$MCD$LOW$ASML$NEE
$1.7B
208 positions
#11Fullerton Fund Management Co Ltd.Active
Some overlap · 3 shared positions
$GLDM$MS$ETN
$1.6B
119 positions
#12PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$GLDM$MS$ETN
$242M
78 positions
#13Granite Group Advisors, LLCActive
Some overlap · 6 shared positions
$MS$TGT$MDT$SBUX$NEE$ASML
$169M
84 positions
#14Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$MS$ETN$CRWD$PWR$ASML$NEE
$1.6B
184 positions
#15HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$MS$APH$CRWD$MCD$ASML$NEE
$1.7B
479 positions
#16A4 Wealth Advisors LLCActive
Some overlap · 5 shared positions
$MS$GLDM$ETN$LOW$SBUX
$151M
92 positions
#17SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$GLDM$APH$PWR$CRWD
$5.6B
669 positions
#18InTrack Investment Management IncPassive
Some overlap · 6 shared positions
$ETN$GLDM$MCD$LOW$MLM$NEE
$202M
110 positions
#19LEGACY SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$GLDM$MS$COP
$124M
88 positions
#20Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$GLDM$ETN$APH$LOW
$258M
228 positions
#21Heritage Family Offices, LLPPassive
Some overlap · 4 shared positions
$GLDM$ETN$APH$LOW
$259M
233 positions
#22DUNCKER STREETT & CO INCPassive
Some overlap · 6 shared positions
$TGT$APH$URI$CRWD$PWR$LOW
$591M
521 positions
#23Lionsbridge Wealth Management LLCPassive
Some overlap · 5 shared positions
$MS$ETN$APH$PWR$COP
$102M
68 positions
#24Capital Planning Advisors, LLC
Some overlap · 5 shared positions
$GLDM$ETN$APH$ASML$NEE
$692M
146 positions
#25AA Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$GLDM$ASML$LOW$COP$MCD
$832M
230 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.