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Hedge Funds Similar to Grantvest Financial Group

13F Portfolio OverlapQ2 2026Grantvest Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Grantvest Financial Group LLC is an institutional investor managing $173M across 189 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 Grantvest Financial Group are Parkside Investments, Neumann, SIERRA SUMMIT ADVISORS, with shared positions in $DIS, $FCX, $GLW, $C, $DOV, $PEG. The full ranking of 25 similar funds is below.

#1Parkside Investments, LLCActive
Some overlap · 4 shared positions
$DIS$FCX$GLW$C
$902M
91 positions
#2Neumann Capital Management, LLCActive
Some overlap · 4 shared positions
$DIS$GLW$DOV$PEG
$151M
58 positions
#3SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$DIS$FCX$C$SPCX
$895M
185 positions
#4Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$DIS$FCX$C
$684M
359 positions
#5RE ADVISERS CORPActive
Some overlap · 3 shared positions
$DIS$FCX$C
$4.0B
124 positions
#6Crake Asset Management LLPActive
Some overlap · 3 shared positions
$DIS$FCX$C
$4.2B
23 positions
#7Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$C$GLW$FCX$DIS
$214M
122 positions
#8SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$DIS$C$PEG
$3.2B
40 positions
#9Bedell Frazier Investment Counselling, LLC
Some overlap · 3 shared positions
$FCX$DIS$C
$495M
128 positions
#10Myriad Asset Management US LPActive
Some overlap · 3 shared positions
$FCX$GLW$C
$72M
52 positions
#11Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$FCX$GLW$C
$262M
98 positions
#12Hosking Partners LLPActive
Some overlap · 3 shared positions
$FCX$GLW$C
$3.0B
98 positions
#13Landmark Wealth Management, LLCActive
Some overlap · 3 shared positions
$FCX$GLW$C
$418M
151 positions
#14Myriad Asset Management Advisors LLCActive
Some overlap · 3 shared positions
$FCX$C$GLW
$424M
49 positions
#15Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 3 shared positions
$DIS$GLW$FCX
$3.2B
82 positions
#16Wesleyan Assurance SocietyActive
Some overlap · 3 shared positions
$FCX$C$DIS
$2.0B
109 positions
#17BOYAR ASSET MANAGEMENT INC.Active
Some overlap · 3 shared positions
$DIS$C$GLW
$174M
77 positions
#18JEPPSON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DIS$FCX$GLW
$339M
242 positions
#19Generation Capital Management LLCPassive
Some overlap · 3 shared positions
$GLW$C$SPCX
$163M
83 positions
#20TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$GLW$C$FCX$DOV
$686M
151 positions
#21MARK ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$DIS$GLW$SPCX
$1.5B
42 positions
#22NWF Advisory Services Inc.Passive
Some overlap · 3 shared positions
$DIS$C$DOV
$1.1B
456 positions
#23Kazazian Asset Management, LLCActive
Some overlap · 3 shared positions
$DIS$C$FCX
$111M
51 positions
#24Blom & Howell Financial Planning, Inc.Active
Some overlap · 3 shared positions
$GLW$DOV$PEG
$120M
67 positions
#25KAHN BROTHERS GROUP INCSmart money
Some overlap · 3 shared positions
$DIS$C$PEG
$564M
48 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.