How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to GREENWOOD GEARHART

13F Portfolio OverlapQ1 2026GREENWOOD GEARHART portfolio →

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Most similar hedge funds by 13F overlap

GREENWOOD GEARHART INC is an institutional investor managing $1.8B across 134 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GREENWOOD GEARHART are White Lighthouse Investment, Juno Financial Group, Clarity Advisors,, with shared positions in $BRZE, $SCHW, $KKR, $USB, $MAR, $PANW. The full ranking of 25 similar funds is below.

#1White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$BRZE $SCHW $KKR $USB $MAR

$721M

145 positions

#2Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$BRZE $SCHW $PANW $KKR

$255M

70 positions

#3Clarity Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$BRZE $SCHW $KKR $USB $MAR

$215M

95 positions

#4UNIVEST FINANCIAL CorpActive

Notable overlap · 5 shared positions

$BRZE $AXP $CRM $SCHW $SHW

$1.8B

254 positions

#5Greenbush Financial Group, LLCActive

Notable overlap · 4 shared positions

$BRZE $CRM $PANW $MCD

$302M

36 positions

#6Pacific Center for Financial ServicesActive

Notable overlap · 4 shared positions

$BRZE $SCHW $KKR $WFC

$394M

513 positions

#7Breakwater Investment ManagementPassive

Notable overlap · 4 shared positions

$BRZE $SCHW $KKR $MAR

$269M

506 positions

#8Estate Counselors, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $SCHW $USB $KKR

$1.1B

97 positions

#9WealthCollab, LLCPassive

Notable overlap · 4 shared positions

$BRZE $SCHW $USB $CRM

$243M

977 positions

#10CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SCHW $USB

$324M

77 positions

#11Family CFO IncActive

Notable overlap · 3 shared positions

$BRZE $SCHW $USB

$223M

41 positions

#12Briggs Wealth Management, IncSmart money

Notable overlap · 3 shared positions

$BRZE $SCHW $MAR

$94M

58 positions

#13FIDUCIARY ADVISORS, INC.Active

Notable overlap · 5 shared positions

$BRZE $KKR $USB $TSN $MAR

$133M

121 positions

#14Cornerstone Financial Group, LLC /NE/Active

Notable overlap · 4 shared positions

$BRZE $USB $KKR $MAR

$156M

73 positions

#15Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $KKR $USB $MCD

$341M

64 positions

#16Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$BRZE $KKR $USB $SCHW

$382M

55 positions

#17Arbor Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$BRZE $KKR $SCHW

$143M

56 positions

#18ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$BRZE $KKR $WFC $SHW

$1.8B

524 positions

#19Orcam Financial GroupSmart money

Notable overlap · 3 shared positions

$BRZE $USB $MAR

$141M

62 positions

#20McClarren Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$BRZE $KKR $MAR $SCHW

$169M

79 positions

#21Global Endowment Management, LPActive

Notable overlap · 3 shared positions

$BRZE $USB $SCHW

$896M

126 positions

#22Vanguard National Trust CoActive

Notable overlap · 3 shared positions

$BRZE $KKR $MAR

$1.6B

751 positions

#23Gleason Group, Inc.Active

Some overlap · 3 shared positions

$BRZE $KKR $MCD

$1.0B

229 positions

#24MontVue Capital Management, Inc.Active

Some overlap · 3 shared positions

$BRZE $MAR $SCHW

$147M

67 positions

#25Sunflower Bank, N.A.Active

Some overlap · 3 shared positions

$BRZE $AXP $MAR

$392M

155 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.