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 OverlapQ1 2026GREENWOOD ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

GREENWOOD CAPITAL ASSOCIATES LLC is an institutional investor managing $908M across 286 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 ASSOCIATES are Meadowbrook Advisors Group,, AVITY INVESTMENT, CapWealth Advisors,, with shared positions in $IBM, $AMGN, $NEE, $TXN, $MCD, $TJX. The full ranking of 25 similar funds is below.

#1Meadowbrook Advisors Group, LLCPassive

Notable overlap · 10 shared positions

$IBM $AMGN $NEE $TXN $MCD $TJX

$168M

136 positions

#2AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 7 shared positions

$AMGN $PANW $NEE $TXN $TJX $IBM

$1.4B

114 positions

#3CapWealth Advisors, LLCActive

Some overlap · 7 shared positions

$IBM $AMGN $NEE $DOW $GE $KO

$1.3B

118 positions

#4Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$IBM $NEE $TXN $MCD $TJX $MS

$446M

104 positions

#5PIONEER TRUST BANK N A/ORPassive

Some overlap · 8 shared positions

$DHR $NEE $MCD $TJX $NKE $ETN

$412M

83 positions

#6BAHL & GAYNOR INCActive

Some overlap · 8 shared positions

$NEE $TXN $MCD $TJX $MSI $CME

$19.8B

327 positions

#7FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 7 shared positions

$AMGN $UPST $NEE $MCD $VLTO $KO

$5.0B

201 positions

#8DB Fitzpatrick & Co, IncActive

Some overlap · 7 shared positions

$DHR $AMGN $PANW $VLTO $ETN $UNH

$117M

106 positions

#9New England Research & Management, Inc.Passive

Some overlap · 7 shared positions

$AMGN $IBM $NEE $MCD $PANW $MS

$237M

143 positions

#10Counterweight Ventures, LLCPassive

Some overlap · 6 shared positions

$DHR $AMGN $PANW $MS $GE $KO

$178M

80 positions

#11BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$DHR $NEE $TXN $TJX $NKE $MS

$506M

75 positions

#12Hudson Canyon Capital ManagementPassive

Some overlap · 7 shared positions

$AMGN $REGN $TJX $MS $GE $KO

$163M

52 positions

#13Palisade Asset Management, LLCActive

Some overlap · 6 shared positions

$IBM $AMGN $TXN $MCD $TJX $UNH

$996M

195 positions

#14Stillwater Wealth Management GroupPassive

Some overlap · 7 shared positions

$AMGN $REGN $MCD $TJX $MS $KO

$162M

77 positions

#15Van Hulzen Asset Management, LLCPassive

Some overlap · 6 shared positions

$DHR $IBM $MCD $TJX $KO $ETN

$1.3B

361 positions

#16Clear Trail Advisors, LLCPassive

Some overlap · 8 shared positions

$TJX $MS $MCD $MSI $NEE $CME

$601M

149 positions

#17Hamilton Point Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$AMGN $NEE $DHR $IBM $TJX $ETN

$649M

186 positions

#18Gouws Capital LLCActive

Some overlap · 7 shared positions

$DHR $PANW $NEE $AMGN $MS $MCD

$189M

58 positions

#19FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 6 shared positions

$IBM $NEE $TXN $MCD $CME $KO

$1.5B

235 positions

#20InTrack Investment Management IncPassive

Some overlap · 6 shared positions

$DHR $PANW $NEE $MCD $NKE $ETN

$175M

108 positions

#21Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$IBM $AMGN $MCD $TJX $MS $KO

$353M

78 positions

#22Churchill Financial Advisors, LLCActive

Some overlap · 7 shared positions

$IBM $MCD $TJX $MS $CME $KO

$476M

123 positions

#23Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 7 shared positions

$AMGN $NEE $TXN $NKE $KO $UNH

$477M

70 positions

#24Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$IBM $AMGN $MCD $TJX $MS $KO

$272M

95 positions

#25Smart Portfolios, LLCPassive

Some overlap · 6 shared positions

$IBM $TXN $REGN $AMGN $MCD $UNH

$100M

99 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.