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Hedge Funds Similar to Grey Fox Wealth Advisors

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

Grey Fox Wealth Advisors, LLC is an institutional investor managing $637M across 179 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 Grey Fox Wealth Advisors are RR Advisors, Covalis LLP, SIR, with shared positions in $AM, $AR, $WMB, $ET, $FCX, $VLO. The full ranking of 25 similar funds is below.

#1RR Advisors, LLCActive
Notable overlap · 4 shared positions
$AM$AR$WMB$ET
$346M
25 positions
#2Covalis Capital LLPActive
Notable overlap · 3 shared positions
$AR$AM$WMB
$1.8B
101 positions
#3SIR Capital Management, L.P.Active
Some overlap · 4 shared positions
$AR$AM$FCX$VLO
$870M
79 positions
#4Chung Wu Investment Group, LLCPassive
Some overlap · 4 shared positions
$AM$MS$ASML$ET
$152M
283 positions
#5Greenfield Seitz Capital Management, LLCPassive
Some overlap · 3 shared positions
$AR$ASML$ETN
$336M
107 positions
#6Spectrum Investment Advisors, Inc.Active
Some overlap · 7 shared positions
$MS$ADI$TPL$FCX$ASML$WMB
$245M
76 positions
#7Annex Advisory Services, LLCActive
Some overlap · 6 shared positions
$MS$ADI$TPL$FCX$ASML$ORLY
$5.9B
356 positions
#8Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$AM$KLAC$WMB
$1.0B
207 positions
#9Chronos Wealth Management, LLCActive
Some overlap · 4 shared positions
$AR$PNC$ASML$SYK
$225M
38 positions
#10TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 4 shared positions
$AM$WMB$ET$VLO
$9.8B
91 positions
#11PUREfi Wealth, LLCPassive
Some overlap · 6 shared positions
$ADI$PNC$WMB$ASML$ETN$SYK
$182M
208 positions
#12Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$MS$ADI$KLAC$MNST$VLO
$181M
73 positions
#13LOM Asset Management LtdPassive
Some overlap · 5 shared positions
$MS$ADI$FCX$ASML$ORLY
$387M
279 positions
#14BANK OF STOCKTONActive
Some overlap · 5 shared positions
$ADI$MS$PNC$KLAC$ASML
$356M
126 positions
#15PAYDEN & RYGELPassive
Some overlap · 5 shared positions
$MS$ADI$ETN$VLO$ET
$1.3B
131 positions
#16Signet Private Wealth LLCPassive
Some overlap · 5 shared positions
$MS$KLAC$WMB$ASML$ETN
$125M
127 positions
#17Keebeck Wealth ManagementPassive
Some overlap · 6 shared positions
$ADI$KLAC$WMB$ETN$SYK$ET
$1.0B
471 positions
#18Elk River Wealth Management, LLCActive
Some overlap · 5 shared positions
$MS$PNC$KLAC$MNST$ORLY
$628M
103 positions
#19Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$MS$KLAC$ASML$ETN$MNST
$1.6B
184 positions
#20S Harris Financial Group, LLCActive
Some overlap · 5 shared positions
$MS$KLAC$ASML$ETN$VLO
$129M
124 positions
#21Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$MS$FCX$ASML$ETN$VLO
$424M
49 positions
#22Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$MS$FCX$ASML$ETN$VLO
$72M
52 positions
#23FLPUTNAM INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$MS$ADI$ASML$ETN$SYK
$8.4B
655 positions
#24Covenant Asset Management, LLCPassive
Some overlap · 4 shared positions
$MS$ADI$KLAC$ASML
$595M
164 positions
#25FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$MS$ADI$FCX$ETN$SYK
$8.2B
442 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.