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Hedge Funds Similar to GRIMES & WEALTH

13F Portfolio OverlapQ2 2026GRIMES & WEALTH portfolio →
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Most similar hedge funds by 13F overlap

GRIMES & Co WEALTH MANAGEMENT, LLC is an institutional investor managing $4.6B across 449 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 GRIMES & WEALTH are Kerusso, WEST MICHIGAN ADVISORS, Argyle, with shared positions in $AMGN, $QCOM, $BMY, $EOG, $GILD, $AXP. The full ranking of 25 similar funds is below.

#1Kerusso Capital Management LLCPassive
Some overlap · 7 shared positions
$AMGN$QCOM$BMY$EOG$GILD$AXP
$274M
58 positions
#2WEST MICHIGAN ADVISORS, LLCPassive
Some overlap · 8 shared positions
$QCOM$BMY$ETN$EOG$GILD$AXP
$455M
298 positions
#3Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$HPE$AMGN$BMY$PFE$MDT$VZ
$347M
138 positions
#4Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$HPE$AMGN$BMY$PFE$CRM$VZ
$229M
166 positions
#5AIMZ Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$QCOM$AMGN$GILD$BMY$KLAC$INCY
$363M
153 positions
#6Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$QCOM$BMY$PFE$KLAC$KMB$VZ
$259M
118 positions
#7INVESTED ADVISORSPassive
Some overlap · 7 shared positions
$HPE$QCOM$AMGN$BMY$AXP$HSY
$113M
152 positions
#8Cypress Capital, LLCActive
Some overlap · 5 shared positions
$AMGN$ETN$QCOM$BMY$MDT
$370M
113 positions
#9Bell BankActive
Some overlap · 6 shared positions
$HPE$AMGN$PFE$GILD$KMB$VZ
$2.6B
195 positions
#10LSV ASSET MANAGEMENTActive
Some overlap · 7 shared positions
$QCOM$HPE$BMY$INCY$PFE$CRM
$55.1B
889 positions
#11MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$ETN$QCOM$BMY$MDT
$243M
80 positions
#12Ironwood Investment Counsel, LLCPassive
Some overlap · 6 shared positions
$QCOM$AMGN$KLAC$MDT$AXP$CRM
$762M
267 positions
#13PENN DAVIS MCFARLAND INCActive
Some overlap · 8 shared positions
$QCOM$BMY$KMB$CRM$AMGN$VZ
$1.1B
79 positions
#14OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$QCOM$ETN$BMY$PFE$KMB
$2.7B
54 positions
#15CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$BMY$PFE$GILD$KMB$MDT$CRM
$111M
136 positions
#16MEYER HANDELMAN COPassive
Some overlap · 6 shared positions
$QCOM$ETN$AMGN$GILD$KMB$VZ
$3.5B
274 positions
#17Stockman Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$QCOM$ASML$PFE$MDT$AXP$VZ
$968M
178 positions
#18R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$AMGN$QCOM$PFE$HSY$VZ$KMB
$130M
40 positions
#19OAK ASSOCIATES LTD /OH/Active
Some overlap · 5 shared positions
$AMGN$QCOM$ASML$KLAC$GILD
$1.8B
139 positions
#20BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$AMGN$QCOM$MDT$AXP$HSY$VZ
$515M
142 positions
#21Harvest Investment Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$QCOM$BMY$GILD$HSY
$202M
58 positions
#22Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$AMGN$ETN$ASML$QCOM$MDT
$170M
61 positions
#23MFA Wealth ServicesPassive
Some overlap · 5 shared positions
$AMGN$ETN$ASML$GILD$AXP
$167M
134 positions
#24Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$HPE$AMGN$BMY$GILD$VZ
$683M
277 positions
#25Coastwise Capital Group, LLCPassive
Some overlap · 6 shared positions
$QCOM$BMY$PFE$AMGN$CRM$VZ
$172M
143 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.