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Hedge Funds Similar to GROESBECK INVESTMENT

13F Portfolio OverlapQ3 2026GROESBECK INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ is an institutional investor managing $60M across 94 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GROESBECK INVESTMENT are Evergreen Private Wealth, DB Fitzpatrick, CARDEROCK, with shared positions in $ANET, $FTNT, $TMO, $ULTA, $AMGN, $ORLY. The full ranking of 25 similar funds is below.

#1Evergreen Private Wealth LLCPassive
Notable overlap · 5 shared positions
$ANET$FTNT$TMO$ULTA$AMGN
$270M
89 positions
#2DB Fitzpatrick & Co, IncActive
Notable overlap · 7 shared positions
$ORLY$FTNT$SHW$TMO$AMGN$EW
$121M
100 positions
#3CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$FTNT$ORLY$SHW$TMO$PWR
$435M
70 positions
#4ATWOOD & PALMER INCPassive
Notable overlap · 4 shared positions
$URI$TMO$VRTX$LHX
$1.9B
496 positions
#5Fulcrum Capital LLCActive
Notable overlap · 7 shared positions
$FTNT$VRTX$ULTA$TMO$ANET$EW
$525M
101 positions
#6ARGENT CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$URI$FTNT$ORLY$AMGN
$3.1B
172 positions
#7NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$URI$ANET$ABT
$595M
264 positions
#8Edgemoor Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$URI$VRTX$TMO
$1.5B
188 positions
#9Boomfish Wealth Group, LLCPassive
Some overlap · 5 shared positions
$ANET$FTNT$TMO$VRTX$AMGN
$231M
102 positions
#10GKV Capital Management Co., Inc.Passive
Some overlap · 5 shared positions
$ANET$ORLY$VRTX$AMGN$PWR
$310M
83 positions
#11WEDGEWOOD PARTNERS INCActive
Some overlap · 3 shared positions
$URI$ORLY$EW
$484M
18 positions
#12New England Research & Management, Inc.Passive
Some overlap · 5 shared positions
$URI$AMGN$ULTA$MS$PWR
$259M
131 positions
#13Seascape Capital ManagementPassive
Some overlap · 3 shared positions
$FTNT$ANET$ORLY
$417M
96 positions
#14BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 6 shared positions
$FTNT$ANET$VRTX$AMGN$URI$MS
$2.7B
804 positions
#15Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$URI$SHW$TROW$AMGN
$274M
58 positions
#16SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 5 shared positions
$URI$ANET$FTNT$SSNC$PWR
$892M
299 positions
#17Ravenstone Capital Management Inc.Active
Some overlap · 4 shared positions
$FTNT$SHW$TMO$PWR
$244M
54 positions
#18MCRAE CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$URI$TMO$VRTX$PWR
$540M
113 positions
#19Financial Advisors Network, Inc.Passive
Some overlap · 4 shared positions
$FTNT$ANET$VRTX$EW
$816M
208 positions
#20Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$FTNT$ANET$MS
$169M
77 positions
#21Broadleaf Partners, LLCPassive
Some overlap · 3 shared positions
$ANET$URI$PWR
$517M
86 positions
#22First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 3 shared positions
$FTNT$ANET$ORLY
$503M
128 positions
#23MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$FTNT$TMO$ULTA$PWR
$446M
84 positions
#24Front Row Advisors LLCPassive
Some overlap · 4 shared positions
$FTNT$ANET$TMO$AMGN
$345M
576 positions
#25Covington Investment Advisors Inc.Active
Some overlap · 4 shared positions
$ANET$TMO$LHX$ABT
$774M
73 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.