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 ASSOCIATES

13F Portfolio OverlapQ2 2026GREENWOOD ASSOCIATES portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

GREENWOOD CAPITAL ASSOCIATES LLC is an institutional investor managing $1.0B across 284 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 GREENWOOD ASSOCIATES are Banco de Sabadell, S.A, Mirabaud Asset Ltd, MATRIX ASSET ADVISORS, with shared positions in $TXN, $AMGN, $NEE, $MCD, $QCOM, $ETN. The full ranking of 25 similar funds is below.

#1Banco de Sabadell, S.APassive

Notable overlap · 9 shared positions

$TXN $AMGN $NEE $MCD $QCOM $ETN

$170M

61 positions

#2Mirabaud Asset Management LtdPassive

Notable overlap · 7 shared positions

$TXN $NEE $MCD $QCOM $TJX $CME

$120M

49 positions

#3MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$AMGN $TXN $NEE $QCOM $MS $MDT

$1.2B

100 positions

#4Granite Group Advisors, LLCActive

Some overlap · 6 shared positions

$AMGN $TXN $NEE $QCOM $MS $MDT

$158M

78 positions

#5Clear Trail Advisors, LLCPassive

Some overlap · 8 shared positions

$MSI $ETN $NEE $TJX $CME $MDT

$657M

159 positions

#6Oak Harvest Investment ServicesPassive

Some overlap · 7 shared positions

$TXN $MCD $AMGN $MRVL $ETN $MS

$1.1B

166 positions

#7Core Alternative CapitalPassive

Some overlap · 7 shared positions

$NEE $QCOM $MCD $MS $TJX $MDT

$334M

201 positions

#8DEARBORN PARTNERS LLCPassive

Some overlap · 6 shared positions

$TXN $MSI $MCD $NEE $QCOM $CME

$1.8B

269 positions

#9Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$TXN $NEE $MCD $QCOM $MS $TJX

$455M

118 positions

#10DLK Investment Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $TXN $MCD $QCOM $DE $MDT

$275M

99 positions

#11RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$MSI $NEE $MCD $QCOM $ETN $TJX

$1.1B

90 positions

#12ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 6 shared positions

$AMGN $TXN $QCOM $MDT $TJX $MSI

$460M

220 positions

#13CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$TXN $NEE $MCD $TJX $DE $MDT

$767M

184 positions

#14Palouse Capital Management, Inc.Passive

Some overlap · 6 shared positions

$TXN $QCOM $J $REGN $HBAN $MDT

$160M

124 positions

#15Haverford Financial Services, Inc.Active

Some overlap · 6 shared positions

$TXN $NEE $ETN $MSI $TJX $MDT

$339M

49 positions

#16Hamilton Point Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$AMGN $NEE $ETN $TXN $TJX $DE

$710M

193 positions

#17Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$TXN $AMGN $MCD $QCOM $ETN $NEE

$108M

52 positions

#18SPRING CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$NEE $MCD $QCOM $ETN $DE $MDT

$208M

56 positions

#19BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$AMGN $NEE $ETN $TJX $DE $QCOM

$8.0B

1,334 positions

#20AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 5 shared positions

$AMGN $TXN $NEE $ETN $TJX

$1.6B

120 positions

#21Churchill Financial Advisors, LLCActive

Some overlap · 7 shared positions

$MCD $MRVL $TJX $DE $TXN $CME

$511M

127 positions

#22Chesapeake Wealth ManagementPassive

Some overlap · 6 shared positions

$NEE $MCD $TXN $MS $TJX $AMGN

$357M

168 positions

#23Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$AMGN $TXN $MCD $MS $TJX

$360M

73 positions

#24FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 6 shared positions

$TXN $NEE $MCD $QCOM $CME $ETN

$1.7B

256 positions

#25Palisade Asset Management, LLCPassive

Some overlap · 5 shared positions

$AMGN $TXN $MCD $TJX $DE

$1.1B

204 positions

Compare GREENWOOD ASSOCIATES’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View GREENWOOD ASSOCIATES’s holdings

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.