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Hedge Funds Similar to Grey Ledge Advisors

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

Grey Ledge Advisors, LLC is an institutional investor managing $498M across 248 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 Ledge Advisors are Weaver C. Barksdale & Associates, CONNING, Hamilton Point Investment Advisors, with shared positions in $AMGN, $AFL, $CMI, $SNA, $LMT, $GD. The full ranking of 25 similar funds is below.

#1Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 7 shared positions
$AMGN$AFL$CMI$SNA$LMT$GD
$111M
62 positions
#2CONNING INC.Passive
Some overlap · 7 shared positions
$AMGN$CMI$AFL$TRV$LMT$GD
$3.3B
327 positions
#3Hamilton Point Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$AMGN$CMI$DELL$TJX$UL$ROP
$710M
193 positions
#4Financial Planning Hawaii, Inc.Passive
Some overlap · 7 shared positions
$AMGN$CMI$TRV$LMT$GD$SNA
$186M
134 positions
#5Exeter Financial, LLCPassive
Some overlap · 7 shared positions
$AMGN$AFL$TRV$LMT$GD$PEP
$261M
101 positions
#6ICW Investment Advisors LLCPassive
Some overlap · 8 shared positions
$AMGN$TJX$LMT$GD$ORLY$APH
$286M
144 positions
#7UNITED BANKActive
Some overlap · 6 shared positions
$AMGN$CMI$AFL$LMT$GD$PEP
$853M
130 positions
#8BRADY FAMILY WEALTH, LLCPassive
Some overlap · 7 shared positions
$AMGN$TJX$GD$APH$PEP$AFL
$346M
113 positions
#9McKinley Carter Wealth Services, Inc.Active
Some overlap · 7 shared positions
$DELL$TJX$GD$ORLY$LMT$APH
$1.9B
322 positions
#10Curat Global, LLCPassive
Some overlap · 6 shared positions
$AMGN$CMI$AFL$TJX$APH$PEP
$122M
251 positions
#11PYA Waltman Capital, LLCActive
Some overlap · 7 shared positions
$AMGN$LMT$GD$PEP$ROP$ADP
$421M
67 positions
#12DELTA FINANCIAL ADVISORS LLCPassive
Some overlap · 6 shared positions
$CMI$AFL$TJX$AMGN$TRV$ADP
$421M
152 positions
#13DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$AMGN$AFL$CMI$LMT$ORLY
$124M
100 positions
#14Palisade Asset Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$TJX$TRV$GD$PEP$ADP
$1.1B
204 positions
#15Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$AMGN$CMI$AFL$GD$PEP
$316M
157 positions
#16CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 6 shared positions
$AMGN$TJX$LMT$APH$PEP$ADP
$1.2B
203 positions
#17Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$AMGN$CMI$TJX$AFL$PEP
$814M
61 positions
#18Kensington Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$AMGN$DELL$SNA$GD$PEP
$230M
85 positions
#19Sierra Legacy GroupPassive
Some overlap · 6 shared positions
$CMI$TJX$LMT$GD$APH$ADP
$129M
79 positions
#20Columbus Macro, LLCPassive
Some overlap · 5 shared positions
$AFL$CMI$AMGN$LMT$ADP
$1.0B
207 positions
#21ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 6 shared positions
$AFL$TJX$GD$APH$PEP$ADP
$1.9B
88 positions
#22CAPITAL CITY TRUST CO/FLPassive
Some overlap · 6 shared positions
$TRV$LMT$TJX$AFL$GD$ROP
$482M
129 positions
#23BAHL & GAYNOR INCActive
Some overlap · 6 shared positions
$TJX$TRV$SNA$GD$CMI$ADP
$21.7B
341 positions
#24PHYSICIANS FINANCIAL SERVICES, INC.Active
Some overlap · 5 shared positions
$AMGN$CMI$LMT$PEP$ADP
$401M
106 positions
#25Wealth Group, Ltd.Passive
Some overlap · 5 shared positions
$AMGN$CMI$LMT$PEP$ADP
$401M
106 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.