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Hedge Funds Similar to Grant Street Asset

13F Portfolio OverlapQ2 2026Grant Street Asset portfolio →
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Most similar hedge funds by 13F overlap

Grant Street Asset Management, Inc. is an institutional investor managing $610M across 92 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 Street Asset are LIBERTY ONE INVESTMENT, Lifeworks Advisors, & PLANNING, with shared positions in $SO, $DE, $WM, $MCD, $AMT, $IBIT. The full ranking of 25 similar funds is below.

#1LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SO$DE$WM$MCD$AMT
$1.0B
154 positions
#2Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$SO$IBIT$DE$IAU
$955M
337 positions
#3CAPITAL & PLANNING, LLC
Some overlap · 5 shared positions
$SO$IAU$WM$MCD$PNC
$194M
45 positions
#4Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$SO$DE$WM$SYK
$500M
110 positions
#5Cranbrook Wealth Management, LLCActive
Some overlap · 5 shared positions
$IBIT$DE$IAU$SO$SYK
$534M
406 positions
#6Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$SO$PNC$MCD
$108M
52 positions
#7Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$SO$PNC$MCD$SYK
$637M
146 positions
#8Chronos Wealth Management, LLCActive
Some overlap · 3 shared positions
$SO$PNC$SYK
$225M
38 positions
#9First PREMIER BankPassive
Some overlap · 4 shared positions
$SO$IAU$WM$MCD
$619M
358 positions
#10UNIQUE WEALTH, LLCActive
Some overlap · 5 shared positions
$IBIT$IAU$WM$MCD$SYK
$858M
201 positions
#11Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$SO$DE$WM$MCD
$319M
130 positions
#12TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IBIT$SO$DE$IAU
$134M
101 positions
#13OUTFITTERS FINANCIAL LLCPassive
Some overlap · 5 shared positions
$SO$DE$WM$MCD$AMT
$143M
80 positions
#14Terra Nova Asset Management LLCPassive
Some overlap · 4 shared positions
$HWM$IAU$SYK$VRT
$163M
93 positions
#15Richard C. Young & CO., LTD.Passive
Some overlap · 3 shared positions
$SO$PNC$VRT
$1.4B
101 positions
#16FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 4 shared positions
$HWM$MCD$SYK$VRT
$1.7B
208 positions
#17BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$PNC$DE$WM$MCD
$2.5B
270 positions
#18Skyline Advisors, Inc.Active
Some overlap · 4 shared positions
$SO$DE$IAU$PNC
$319M
123 positions
#19PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$SO$WM$MCD$AMT
$1.2B
103 positions
#20IAM Advisory, LLCActive
Some overlap · 4 shared positions
$PNC$HWM$WM$VRT
$513M
107 positions
#21Umpqua BankPassive
Some overlap · 4 shared positions
$PNC$DE$MCD$SYK
$446M
165 positions
#22Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$SO$DE$WM
$239M
126 positions
#23Gleason Group, Inc.Active
Some overlap · 3 shared positions
$SO$DE$MCD
$1.1B
449 positions
#24Ackerman Capital Advisors, LLCActive
Some overlap · 4 shared positions
$IBIT$DMB$IAU$MCD
$497M
120 positions
#25SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$SO$WM$MCD$AMT
$1.3B
97 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.