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Hedge Funds Similar to Grant Private Wealth

13F Portfolio OverlapQ2 2026Grant Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Grant Private Wealth Management Inc is an institutional investor managing $237M across 164 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 Grant Private Wealth are Sandhill Partners, ITHAKA GROUP, Gallagher Advisors, with shared positions in $UBER, $NOW, $TXN, $ISRG, $ANET, $BLK. The full ranking of 25 similar funds is below.

#1Sandhill Capital Partners LLCActive
Some overlap · 7 shared positions
$UBER$NOW$TXN$ISRG$ANET$BLK
$1.2B
98 positions
#2ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$UBER$PLTR$NOW$ISRG$ANET
$551M
40 positions
#3Gallagher Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$UBER$NOW$ISRG$VZ
$175M
71 positions
#4Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$UBER$PLTR$NOW$NET
$490M
134 positions
#5Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$UBER$PLTR$NOW$ANET
$269M
51 positions
#6Forefront Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$UBER$PLTR$NOW$ISRG$ANET$INTU
$323M
177 positions
#7LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 4 shared positions
$UBER$PLTR$NOW$INTU
$138M
71 positions
#8Ducere Wealth Management LLCPassive
Some overlap · 5 shared positions
$UBER$PLTR$NOW$ANET$QCOM
$333M
135 positions
#9Advocacy Wealth Management, LLCActive
Some overlap · 5 shared positions
$UBER$ABT$NOW$ANET$INTU
$2.8B
151 positions
#10Orion Capital Management LLCPassive
Some overlap · 6 shared positions
$PLTR$UBER$ISRG$ANET$BLK$QCOM
$323M
511 positions
#11KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PLTR$UBER$TXN$NET$BLK
$351M
166 positions
#12ADAPT Investment Managers SAActive
Some overlap · 5 shared positions
$PLTR$UBER$TXN$VZ$C
$12.6B
133 positions
#13Palacios Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$UBER$PLTR$C$QCOM$VZ
$169M
76 positions
#14Beta Wealth Group, Inc.Active
Some overlap · 6 shared positions
$PLTR$UBER$NOW$C$ANET$QCOM
$267M
114 positions
#15Canvas Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$UBER$PLTR$NOW
$717M
251 positions
#16WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$UBER$ISRG$C$VZ$QCOM
$245M
149 positions
#17Miller Financial Services LLCPassive
Some overlap · 5 shared positions
$UBER$ABT$ISRG$NET$VZ
$124M
142 positions
#18WIM INVESTMENT MANAGEMENT LtdActive
Some overlap · 3 shared positions
$UBER$PLTR$NET
$305M
26 positions
#19Archon Partners LLCActive
Some overlap · 4 shared positions
$UBER$PLTR$NOW$NET
$937M
37 positions
#20Clarus Wealth AdvisorsPassive
Some overlap · 5 shared positions
$PLTR$NOW$NET$C$QCOM
$260M
86 positions
#21Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$PLTR$UBER$NOW$ANET
$228M
70 positions
#22Alden Global Capital LLCActive
Some overlap · 3 shared positions
$UBER$PLTR$C
$273M
19 positions
#23OFI INVEST ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$PLTR$TXN$ISRG$C$QCOM
$10.0B
365 positions
#24GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$UBER$ABT$NOW$BLK
$372M
82 positions
#25PeakShares LLCActive
Some overlap · 4 shared positions
$UBER$PLTR$VZ$ANET
$134.4B
122 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.