How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Graver

13F Portfolio OverlapQ2 2026Graver portfolio →

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Most similar hedge funds by 13F overlap

Graver Capital Management, LLC is an institutional investor managing $140M across 26 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 Graver are SIMA Wealth Partners, Kennon-Green & Company, Fee-Only Financial Planning, L.C., with shared positions in $PM, $MO, $MCD, $PEP, $DUK, $D. The full ranking of 25 similar funds is below.

#1SIMA Wealth Partners, LLCActive

Notable overlap · 7 shared positions

$PM $MO $MCD $PEP $DUK $D

$141M

130 positions

#2Kennon-Green & Company, LLCActive

Notable overlap · 4 shared positions

$PM $MO $PEP $MCD

$128M

41 positions

#3Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 3 shared positions

$PM $MO $D

$187M

45 positions

#4Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$PM $MO $D $DUK

$1.2B

127 positions

#5Vigil Wealth Management, LLCActive

Notable overlap · 3 shared positions

$PM $MO $PEP

$140M

81 positions

#6HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$PM $PEP $MO $MCD $YUM

$252M

43 positions

#7GQG Partners LLCActive

Notable overlap · 3 shared positions

$PM $MO $DUK

$53.8B

102 positions

#8Investmark Advisory Group LLCPassive

Notable overlap · 3 shared positions

$PM $MO $PEP

$263M

148 positions

#9RBO & CO LLCActive

Notable overlap · 4 shared positions

$PM $PEP $MCD $MO

$628M

56 positions

#10Holland Advisory Services, Inc.Active

Notable overlap · 3 shared positions

$PM $MO $MCD

$91M

49 positions

#11Mason & Associates, LLCSmart money

Notable overlap · 3 shared positions

$D $DUK $MCD

$481M

45 positions

#12Coston, McIsaac & PartnersPassive

Notable overlap · 4 shared positions

$PM $MO $MCD $PEP

$497M

948 positions

#13John Boyer, Inc.Smart money

Notable overlap · 3 shared positions

$D $MO $DUK

$115M

39 positions

#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$PEP $DUK $D $MCD

$201M

57 positions

#15Mayflower Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$MO $DUK $MCD $PEP

$1.2B

499 positions

#16GARDNER RUSSO & QUINN LLCSmart money

Notable overlap · 3 shared positions

$PM $MO $PEP

$8.9B

85 positions

#17Windle Wealth, LLCActive

Notable overlap · 3 shared positions

$MO $PEP $MCD

$249M

35 positions

#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$PM $MCD $PEP $DUK

$233M

122 positions

#19R.H. Investment Group, LLCActive

Notable overlap · 3 shared positions

$PM $MCD $PEP

$133M

47 positions

#20Slagle Financial, LLCPassive

Notable overlap · 5 shared positions

$PM $DUK $MO $PEP $MCD

$334M

127 positions

#21Cobblestone Asset Management LLCActive

Notable overlap · 3 shared positions

$PM $MO $D

$240M

74 positions

#22Paradigm Capital Management, LLC/NVActive

Notable overlap · 5 shared positions

$MO $PM $D $DUK $MCD

$116M

65 positions

#23Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$PM $PEP $MCD

$513M

70 positions

#24Carlson Capital, L.P.Passive

Notable overlap · 3 shared positions

$HBAN $MCD $PM

$494M

74 positions

#25COTTONWOOD CAPITAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$PEP $MCD $MO $PM

$166M

88 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.