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Hedge Funds Similar to Gratus Wealth Advisors

13F Portfolio OverlapQ2 2026Gratus Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Gratus Wealth Advisors, LLC is an institutional investor managing $786M across 138 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 Gratus Wealth Advisors are Bank OZK, PFG Private Wealth, Lebenthal Global Advisors, with shared positions in $MRVL, $PWR, $ANET, $CSX, $AXP, $TXN. The full ranking of 25 similar funds is below.

#1Bank OZK
Some overlap · 9 shared positions
$MRVL$PWR$ANET$CSX$AXP$TXN
$337M
159 positions
#2PFG Private Wealth Management, LLCActive
Some overlap · 8 shared positions
$MRVL$PWR$ANET$CSX$AXP$TXN
$231M
75 positions
#3Lebenthal Global Advisors, LLCPassive
Some overlap · 6 shared positions
$MRVL$PWR$ADI$ANET$CSX$AXP
$741M
204 positions
#4Hilltop National BankPassive
Some overlap · 6 shared positions
$MRVL$PWR$ANET$AXP$TXN$BX
$468M
805 positions
#5Gunderson Capital Management Inc.Active
Some overlap · 4 shared positions
$MRVL$PWR$ADI$ANET
$370M
52 positions
#6FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 6 shared positions
$PWR$ADI$COR$ANET$TXN$TMUS
$1.3B
201 positions
#7N10 ASSETS, LLC
Some overlap · 4 shared positions
$MRVL$PWR$MCK$AXP
$231M
34 positions
#8N10 WEALTH, LLCActive
Some overlap · 4 shared positions
$MRVL$PWR$MCK$AXP
$282M
43 positions
#9Covenant Asset Management, LLCPassive
Some overlap · 6 shared positions
$PWR$ADI$ANET$HWM$AXP$COF
$595M
164 positions
#10Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$PWR$ADI$MCK$ANET$HWM
$29.1B
66 positions
#11EPG Wealth Management LLCPassive
Some overlap · 5 shared positions
$PWR$MRVL$ADI$ANET$BX
$417M
318 positions
#12Marion Wealth ManagementPassive
Some overlap · 5 shared positions
$PWR$ADI$MCK$BX$TMUS
$491M
159 positions
#13Robeco Schweiz AGActive
Some overlap · 3 shared positions
$MRVL$PWR$ADI
$6.2B
126 positions
#14Zweig-DiMenna Associates LLCActive
Some overlap · 4 shared positions
$MRVL$PWR$ADI$COF
$1.1B
70 positions
#15Cunning Capital Partners, LPActive
Some overlap · 6 shared positions
$PWR$MCK$AXP$HCA$TMUS$CB
$248M
55 positions
#16Citizens Business BankActive
Some overlap · 3 shared positions
$MRVL$PWR$D
$664M
139 positions
#17ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PWR$ANET$MRVL$ADI$TXN
$401M
162 positions
#18Counterpoint Mutual Funds LLCActive
Some overlap · 4 shared positions
$MRVL$MCK$COR$HCA
$1.0B
295 positions
#19Longbow Finance SAPassive
Some overlap · 5 shared positions
$PWR$MCK$ANET$HWM$AXP
$782M
59 positions
#20CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$MRVL$PWR$MCK$BX
$78M
44 positions
#21BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MRVL$PWR$ADI
$679M
104 positions
#22Broadleaf Partners, LLCPassive
Some overlap · 3 shared positions
$MRVL$PWR$ANET
$517M
86 positions
#23Mendel Money ManagementPassive
Some overlap · 3 shared positions
$MRVL$PWR$ANET
$273M
127 positions
#24Malaga Cove Capital, LLCPassive
Some overlap · 3 shared positions
$MRVL$PWR$ANET
$314M
185 positions
#25SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MRVL$PWR$ANET
$895M
185 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.