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 GRAND WEALTH

13F Portfolio OverlapQ2 2026GRAND WEALTH portfolio →

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Most similar hedge funds by 13F overlap

GRAND WEALTH MANAGEMENT, LLC is an institutional investor managing $240M across 49 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 GRAND WEALTH are Cambridge Financial Group, Jackson Wealth, Geneva Partners, with shared positions in $COR, $ETN, $VLO, $KLAC, $GLW. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, Inc.Active

Notable overlap · 3 shared positions

$COR $ETN $VLO

$287M

33 positions

#2Jackson Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $ETN $COR

$170M

86 positions

#3Geneva Partners, LLCPassive

Notable overlap · 3 shared positions

$GLW $KLAC $VLO

$375M

75 positions

#4Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$KLAC $ETN $VLO

$489M

619 positions

#5OLD SECOND NATIONAL BANK OF AURORAPassive

Notable overlap · 4 shared positions

$KLAC $GLW $VLO $ETN

$530M

275 positions

#6RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$GLW $ETN $VLO

$1.1B

90 positions

#7REXFORD CAPITAL INCPassive

Notable overlap · 3 shared positions

$KLAC $GLW $VLO

$163M

301 positions

#8TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 3 shared positions

$KLAC $VLO $ETN

$211M

127 positions

#9EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 3 shared positions

$KLAC $COR $ETN

$808M

156 positions

#10Ifrah Financial Services, Inc.Passive

Some overlap · 3 shared positions

$KLAC $ETN $GLW

$409M

214 positions

#11Mitsubishi UFJ Asset Management (UK) Ltd.Passive

Some overlap · 3 shared positions

$KLAC $ETN $GLW

$215M

95 positions

#12River Street Advisors LLCPassive

Some overlap · 4 shared positions

$KLAC $GLW $VLO $ETN

$340M

177 positions

#13LINCOLN CAPITAL CORPPassive

Some overlap · 3 shared positions

$COR $KLAC $GLW

$308M

99 positions

#14Community Financial Services Group, LLCPassive

Some overlap · 3 shared positions

$KLAC $ETN $GLW

$686M

532 positions

#15Great Diamond Partners, LLCPassive

Some overlap · 3 shared positions

$KLAC $GLW $VLO

$582M

238 positions

#16Cornerstone Select Advisors, LLCPassive

Some overlap · 3 shared positions

$KLAC $VLO $GLW

$238M

149 positions

#17CULLEN/FROST BANKERS, INC.Passive

Some overlap · 4 shared positions

$GLW $KLAC $ETN $VLO

$10.1B

1,418 positions

#18MorganRosel Wealth Management, LLCActive

Some overlap · 3 shared positions

$KLAC $VLO $ETN

$296M

104 positions

#19CITIZENS & NORTHERN CORPActive

Some overlap · 4 shared positions

$GLW $KLAC $ETN $COR

$438M

117 positions

#20one8zero8, LLCPassive

Some overlap · 3 shared positions

$ETN $VLO $GLW

$505M

266 positions

#21Providence First Trust CoPassive

Some overlap · 3 shared positions

$KLAC $GLW $VLO

$358M

196 positions

#22PAYDEN & RYGELPassive

Some overlap · 3 shared positions

$GLW $VLO $ETN

$1.3B

131 positions

#23MIZUHO MARKETS AMERICAS LLCPassive

Some overlap · 3 shared positions

$KLAC $COR $GLW

$6.5B

234 positions

#24GLOBALT Investments LLC / GAActive

Some overlap · 3 shared positions

$GLW $KLAC $ETN

$3.0B

213 positions

#25CogentBlue Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$ETN $KLAC $GLW

$175M

103 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.