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 GRAYBILL WEALTH , LTD.

13F Portfolio OverlapQ2 2026GRAYBILL WEALTH , LTD. portfolio →

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Most similar hedge funds by 13F overlap

GRAYBILL WEALTH MANAGEMENT, LTD. is an institutional investor managing $372M across 82 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 GRAYBILL WEALTH , LTD. are NORTH POINT PORTFOLIO MANAGERS, FIGURE 8 INVESTMENT STRATEGIES, Buttonwood Financial Advisors, with shared positions in $ASML, $URI, $SNPS, $BLK, $BA, $UBER. The full ranking of 25 similar funds is below.

#1NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 9 shared positions

$ASML $URI $SNPS $BLK $BA $UBER

$606M

79 positions

#2FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 6 shared positions

$FLEX $ASML $NOW $PLD $WAT $DIS

$118M

56 positions

#3Buttonwood Financial Advisors Inc.Active

Notable overlap · 8 shared positions

$ASML $NOW $CNQ $BN $FISV $DIS

$329M

110 positions

#4LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 8 shared positions

$TMO $NOW $SNPS $ABT $ADP $ASML

$10.3B

565 positions

#5Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 8 shared positions

$ADP $ABT $TMO $ASML $SBUX $PEP

$562M

84 positions

#6Phraction Management LLCActive

Notable overlap · 7 shared positions

$ASML $TMO $WMB $SNPS $BDX $PEP

$596M

66 positions

#7RBA Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$ASML $URI $SNPS $PLD $BDX

$273M

80 positions

#8Warther Private Wealth, LLCActive

Notable overlap · 5 shared positions

$ASML $BN $NOW $UBER $FISV

$456M

50 positions

#9Minot DeBlois Advisors LLCPassive

Notable overlap · 6 shared positions

$ASML $ADP $ABT $DIS $PEP $SBUX

$116M

240 positions

#10SOROS CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$FLEX $ASML $SBUX

$559M

58 positions

#11Investment Research & Advisory Group, Inc.Active

Notable overlap · 5 shared positions

$ASML $BLK $UBER $SBUX $BA

$324M

314 positions

#12America First Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$BN $TMO $ADP $ABT $FISV

$539M

45 positions

#13Timber Creek Capital Management LLCPassive

Notable overlap · 4 shared positions

$FLEX $BN $ASML $BDX

$490M

80 positions

#14MeadowBrook Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$ADP $TMO $BA $BLK $SBUX $DIS

$126M

196 positions

#15COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 7 shared positions

$ADP $SBUX $ABT $OTIS $PEP $FISV

$543M

43 positions

#16Alley Investment Management Company, LLCActive

Notable overlap · 5 shared positions

$BLK $ASML $SBUX $ABT $PLD

$856M

89 positions

#17Brown Shipley& Co LtdActive

Notable overlap · 5 shared positions

$SNPS $TMO $NOW $DIS $OTIS

$193M

75 positions

#18Marietta Wealth Management, LLCActive

Notable overlap · 6 shared positions

$ASML $BLK $TMO $PEP $SBUX $UBER

$971M

133 positions

#19Legal Advantage Investments, Inc.Active

Notable overlap · 5 shared positions

$ASML $TMO $BA $DIS $FISV

$285M

77 positions

#20WealthBridge Investment Counsel Inc.Active

Notable overlap · 5 shared positions

$TMO $BA $SBUX $ABT $DIS

$375M

44 positions

#21VeraBank, N.A.Active

Notable overlap · 4 shared positions

$FLEX $ASML $ABT $PEP

$604M

167 positions

#22COZAD ASSET MANAGEMENT INCPassive

Notable overlap · 3 shared positions

$FLEX $URI $ASML

$1.5B

453 positions

#23MCRAE CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$URI $TMO $BDX $WAT $FISV

$508M

113 positions

#24Financial Gravity Companies, Inc. (FGCO)Passive

Notable overlap · 5 shared positions

$ASML $SNPS $BA $SBUX $DIS

$616M

1,040 positions

#25FIRST MANHATTAN CO. LLC.Active

Notable overlap · 5 shared positions

$ASML $BN $TMO $SNPS $UBER

$39.2B

742 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.