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Hedge Funds Similar to GREENWOOD ASSOCIATES

13F Portfolio OverlapQ2 2026GREENWOOD ASSOCIATES portfolio →
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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
106 positions
#4Granite Group Advisors, LLCActive
Some overlap · 6 shared positions
$AMGN$TXN$NEE$QCOM$MS$MDT
$169M
84 positions
#5Clear Trail Advisors, LLCPassive
Some overlap · 8 shared positions
$MSI$ETN$NEE$TJX$CME$MDT
$655M
161 positions
#6Oak Harvest Investment ServicesPassive
Some overlap · 7 shared positions
$TXN$MCD$AMGN$MRVL$ETN$MS
$1.1B
168 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
$467M
118 positions
#10DLK Investment Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$TXN$MCD$QCOM$DE$MDT
$235M
96 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
$205M
55 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
118 positions
#21Churchill Financial Advisors, LLCActive
Some overlap · 7 shared positions
$MCD$MRVL$TJX$DE$TXN$CME
$519M
125 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
$358M
74 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

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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.