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Hedge Funds Similar to GRAHAM WEALTH

13F Portfolio OverlapQ3 2026GRAHAM WEALTH portfolio →
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Most similar hedge funds by 13F overlap

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC is an institutional investor managing $128M across 56 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GRAHAM WEALTH are Stilwell Value, Ausbil Investment Ltd, Innovations, with shared positions in $SFBC, $CPBI, $CLST, $LSBK, $SPCX, $LNG. The full ranking of 25 similar funds is below.

#1Stilwell Value LLCActive
Notable overlap · 5 shared positions
$SFBC$CPBI$CLST$LSBK$SPCX
$174M
24 positions
#2Ausbil Investment Management LtdPassive
Notable overlap · 5 shared positions
$LNG$WMB$ENB$D$NEE
$199M
66 positions
#3Capital Innovations LLCActive
Notable overlap · 6 shared positions
$LNG$WMB$ENB$D$PEG$NEE
$385M
51 positions
#4Greenline Partners, LLCActive
Notable overlap · 5 shared positions
$LNG$ENB$WMB$EOG$IAU
$983M
149 positions
#5FEARNLEY ASSET MANAGEMENT ASActive
Notable overlap · 4 shared positions
$CMBT$ECO$SBLK$VTOL
$278M
16 positions
#6KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 4 shared positions
$LNG$WMB$ENB$D
$5.1B
53 positions
#7TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 3 shared positions
$LNG$WMB$ENB
$9.8B
91 positions
#8Recurrent Investment Advisors LLCActive
Notable overlap · 3 shared positions
$LNG$WMB$ENB
$1.6B
71 positions
#9SL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$LNG$WMB$ENB
$51M
31 positions
#10Marnell Management LLCActive
Notable overlap · 4 shared positions
$ECO$NMM$CMBT$SBLK
$260M
69 positions
#11CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 3 shared positions
$LNG$WMB$ENB
$2.2B
73 positions
#12ARMOR ADVISORS, L.L.C.Active
Notable overlap · 3 shared positions
$NMM$EOG$DVN
$140M
16 positions
#13Yaupon Capital Management LPActive
Notable overlap · 4 shared positions
$WMB$DVN$PEG$LNG
$5.1B
124 positions
#14Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$D$DVN$EOG$IAU
$183M
77 positions
#15Harrison Street Private Wealth LLCActive
Some overlap · 4 shared positions
$LNG$WMB$D$NEE
$73M
21 positions
#16Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$PEG$LNG$WMB$D$NEE
$6.4B
88 positions
#17Blackstone Inc.Active
Some overlap · 4 shared positions
$WMB$ENB$LNG$SPCX
$39.0B
520 positions
#18Merewether Investment Management, LPActive
Some overlap · 3 shared positions
$WMB$DVN$LNG
$5.3B
81 positions
#19ONTARIO TEACHERS PENSION PLAN BOARDSmart money
Some overlap · 4 shared positions
$ENB$WMB$LNG$SPCX
$15.8B
60 positions
#20ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 3 shared positions
$WMB$EOG$DVN
$857M
50 positions
#21ELCO Management Co., LLCPassive
Some overlap · 3 shared positions
$LNG$WMB$NEE
$213M
171 positions
#22Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$DVN$LNG$EOG
$274M
58 positions
#23CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$LNG$WMB$ENB
$2.8B
95 positions
#24CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 5 shared positions
$WMB$PEG$CPT$UDR$LNG
$7.2B
101 positions
#25WESTWOOD HOLDINGS GROUP INCPassive
Some overlap · 3 shared positions
$WMB$LNG$ENB
$13.3B
626 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.