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Hedge Funds Similar to GRANITE ISLANDS PRIVATE WEALTH

13F Portfolio OverlapQ2 2026GRANITE ISLANDS PRIVATE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

GRANITE ISLANDS PRIVATE WEALTH, LLC is an institutional investor managing $135M across 78 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 GRANITE ISLANDS PRIVATE WEALTH are Catherine Avery Investment, Cohen Investment Advisors, Eliot Finkel Investment Counsel, with shared positions in $AMGN, $OMC, $UPS, $PFE, $MCD, $CRM. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive
Some overlap · 7 shared positions
$AMGN$OMC$UPS$PFE$MCD$CRM
$229M
166 positions
#2Cohen Investment Advisors LLCPassive
Some overlap · 7 shared positions
$AMGN$UPS$NOW$PFE$MCD$CRM
$223M
81 positions
#3Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$DE$AMGN$OMC$UPS$MCD
$214M
33 positions
#4Jacksonville Wealth Management, LLCActive
Some overlap · 4 shared positions
$AXON$CRWD$DE$ISRG
$177M
76 positions
#5AFT, FORSYTH & COMPANY, INC.Active
Some overlap · 6 shared positions
$ISRG$NOW$CRWD$CRM$AMGN$SO
$208M
108 positions
#6Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 5 shared positions
$CRWD$ISRG$NOW$CRM$PFE
$249M
151 positions
#7ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$AXON$CRWD$ISRG$NOW
$551M
40 positions
#8Hudson Value Partners, LLCPassive
Some overlap · 5 shared positions
$DE$AMGN$CRWD$QXO$MCD
$399M
113 positions
#9BIRCHBROOK, INC.Active
Some overlap · 5 shared positions
$CRWD$ISRG$NOW$ADSK$CRM
$213M
305 positions
#10Biondo Investment Advisors, LLCActive
Some overlap · 5 shared positions
$ISRG$AMGN$NOW$MCD$UPS
$817M
89 positions
#11Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$DE$AMGN$PFE$OMC$NEE
$1.0B
765 positions
#12Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$CRWD$ISRG$NOW$CRM$NEE
$17.4B
68 positions
#13Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$DE$AMGN$UPS$MCD$PFE
$181M
81 positions
#14First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$AMGN$SO$PFE$MCD$NEE
$529M
75 positions
#15OAK HARBOR WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$DE$UPS$SO$MCD$PFE
$268M
225 positions
#16JACOBS & CO/CAPassive
Some overlap · 4 shared positions
$CRWD$DE$AMGN$MCD
$1.2B
134 positions
#17Canandaigua National Trust Co of Florida
Some overlap · 6 shared positions
$PFE$UPS$NOW$CRM$ADSK$MCD
$125M
108 positions
#18Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$DE$AMGN$SO$NOW
$500M
110 positions
#19Arlington Financial Advisors, LLCActive
Some overlap · 4 shared positions
$ISRG$DE$AMGN$CRM
$787M
107 positions
#20Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$CRWD$AMGN$SO$MCD
$703M
160 positions
#21Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$CRWD$AMGN$NOW$MCD
$358M
74 positions
#22MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$ISRG$DE$CRWD$CRM
$446M
84 positions
#23Generali Investments, Management Co LLCActive
Some overlap · 6 shared positions
$NOW$PFE$ISRG$MCD$AMGN$CRWD
$460M
164 positions
#24Valley Brook Capital Group, Inc.Passive
Some overlap · 5 shared positions
$DE$CRWD$MCD$AMGN$NEE
$176M
120 positions
#25Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$DE$AMGN$SO$NEE
$239M
126 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.