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Hedge Funds Similar to Grove Street Fiduciary

13F Portfolio OverlapQ2 2026Grove Street Fiduciary portfolio →
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Most similar hedge funds by 13F overlap

Grove Street Fiduciary, LLC is an institutional investor managing $237M across 75 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 Grove Street Fiduciary are R.H. Investment Group, O'Brien Greene, Tufton, with shared positions in $ADP, $WFC, $PM, $AMGN, $UNP, $CW. The full ranking of 25 similar funds is below.

#1R.H. Investment Group, LLCActive
Some overlap · 5 shared positions
$ADP$WFC$PM$AMGN$UNP
$133M
47 positions
#2O'Brien Greene & Co. IncPassive
Some overlap · 6 shared positions
$CW$CMI$AMGN$UNP$ADP$WM
$362M
141 positions
#3Tufton Capital ManagementPassive
Some overlap · 5 shared positions
$ADP$WFC$PM$ABT$MMM
$596M
127 positions
#4Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$ADP$WM$PM$WFC$UNP
$412M
181 positions
#5P.A.W. CAPITAL CORPPassive
Some overlap · 5 shared positions
$ADP$MMM$PM$ABT$AMGN
$133M
66 positions
#6LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ADP$PM$ABT$AMGN$UNP
$273M
104 positions
#7HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$ADP$WM$AMGN$UNP
$410M
53 positions
#8InvesTrustPassive
Some overlap · 4 shared positions
$ADP$MMM$WFC$PM
$260M
95 positions
#9Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$ADP$WM$CMI$AMGN$UNP
$239M
126 positions
#10Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 4 shared positions
$ADP$MMM$PM$ABT
$449M
45 positions
#11TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$ADP$WM$PM$ABT$AMGN
$1.3B
226 positions
#12ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 5 shared positions
$WM$WFC$CMI$AMGN$ABT
$460M
220 positions
#13HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$ADP$WM$ABT$UNP
$321M
107 positions
#14DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$MMM$WFC$CMI$ABT$ADP
$530M
92 positions
#15CONNING INC.Passive
Some overlap · 5 shared positions
$ADP$CMI$ABT$AMGN$UNP
$3.3B
327 positions
#16Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$WM$CMI$AMGN$ABT$UNP
$652M
146 positions
#17Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$WFC$CMI$ABT$AMGN$UNP
$170M
121 positions
#18North Forty Two & Co.Passive
Some overlap · 5 shared positions
$WFC$CMI$AMGN$ABT$UNP
$118M
104 positions
#19Clark & Stuart, IncPassive
Some overlap · 3 shared positions
$ADP$MMM$ABT
$159M
57 positions
#20Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$ADP$PM$ABT$AMGN
$394M
99 positions
#21ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ADP$ABT$AMGN$CMI
$878M
73 positions
#22Monte Financial Group, LLCPassive
Some overlap · 3 shared positions
$ADP$WFC$ABT
$312M
102 positions
#23LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 4 shared positions
$ADP$WM$AMGN$UNP
$152M
84 positions
#24First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$ADP$PM$ABT$AMGN
$1.4B
73 positions
#25Marble Harbor Investment Counsel, LLCActive
Some overlap · 3 shared positions
$ADP$WFC$ABT
$984M
200 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.