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Hedge Funds Similar to Silver Grove Financial Group

13F Portfolio OverlapQ2 2026Silver Grove Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Silver Grove Financial Group, Inc. is an institutional investor managing $185M across 2,450 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 Silver Grove Financial Group are BANK OF STOCKTON, ABSHER WEALTH, Canoe Financial, with shared positions in $ADI, $KLAC, $SLV, $PH, $MTB, $DE. The full ranking of 25 similar funds is below.

#1BANK OF STOCKTONActive
Some overlap · 4 shared positions
$ADI$KLAC$SLV$PH
$356M
126 positions
#2ABSHER WEALTH MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$ADI$MTB$DE
$878M
73 positions
#3Canoe Financial LPActive
Slight overlap · 3 shared positions
$ADI$MTB$DE
$8.1B
110 positions
#4GLOBALT Investments LLC / GAActive
Slight overlap · 3 shared positions
$ADI$KLAC$SLV
$3.0B
213 positions
#5Karani Asset Management LLCPassive
Slight overlap · 3 shared positions
$ADI$KLAC$DE
$139M
57 positions
#6MARVIN & PALMER ASSOCIATES INCActive
Slight overlap · 3 shared positions
$ADI$KLAC$DE
$159M
28 positions
#7CYPRESS ASSET MANAGEMENT INC/TXActive
Slight overlap · 3 shared positions
$ADI$KLAC$DE
$514M
107 positions
#8Churchill Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$ADI$KLAC$DE
$519M
125 positions
#9TOWER TRUST & INVESTMENT CoPassive
Slight overlap · 3 shared positions
$ADI$KLAC$DE
$165M
247 positions
#10Petros Family Wealth, LLCPassive
Slight overlap · 3 shared positions
$ADI$KLAC$DE
$164M
134 positions
#11Heritage Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$ADI$KLAC$DE
$401M
272 positions
#12Meriwether Wealth & Planning, LLCActive
Slight overlap · 3 shared positions
$ADI$KLAC$DE
$202M
122 positions
#13Close Asset Management LtdActive
Slight overlap · 3 shared positions
$ADI$KLAC$DE
$3.8B
269 positions
#14Community Financial Services Group, LLCPassive
Slight overlap · 3 shared positions
$ADI$KLAC$PH
$686M
532 positions
#15Winslow Capital Management, LLCActive
Slight overlap · 3 shared positions
$ADI$KLAC$PH
$29.1B
66 positions
#16EASTERN BANKPassive
Slight overlap · 3 shared positions
$ADI$KLAC$PH
$6.5B
1,038 positions
#17Smith Group Asset Management, LLCActive
Slight overlap · 3 shared positions
$ADI$KLAC$PH
$2.5B
166 positions
#18ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Slight overlap · 3 shared positions
$ADI$KLAC$PH
$409M
182 positions
#19Miller Capital Partners, Inc.Active
Slight overlap · 4 shared positions
$KLAC$ADI$DE$PH
$257M
258 positions
#20NOTTINGHAM ADVISORS, INC.Active
Slight overlap · 3 shared positions
$MTB$KLAC$SLV
$838M
122 positions
#21GHP Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$ADI$KLAC$PH
$2.7B
1,394 positions
#22VALLEY NATIONAL ADVISERS INCPassive
Slight overlap · 3 shared positions
$ADI$KLAC$PH
$900M
1,056 positions
#23New England Professional Planning Group Inc.Smart money
Slight overlap · 3 shared positions
$ADI$SLV$DE
$268M
50 positions
#24EPG Wealth Management LLCPassive
Slight overlap · 3 shared positions
$KLAC$ADI$DE
$417M
318 positions
#25RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$ADI$SLV$PH
$1.1B
90 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.