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Hedge Funds Similar to GREENLEAF

13F Portfolio OverlapQ1 2026GREENLEAF portfolio →
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Most similar hedge funds by 13F overlap

GREENLEAF TRUST is an institutional investor managing $10.2B across 804 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 GREENLEAF are First Western Bank, WORMSER FRERES GESTION, Manitou Investment Ltd., with shared positions in $SYK, $HON, $DHR, $TJX, $CRM, $ROP. The full ranking of 25 similar funds is below.

#1First Western Trust BankSmart money
Highly similar · 4 shared positions
$SYK$HON$DHR$TJX
$2.0B
205 positions
#2WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$SYK$DHR$CRM
$139M
42 positions
#3Manitou Investment Management Ltd.Smart money
Some overlap · 5 shared positions
$SYK$DHR$ROP$TJX$HON
$506M
52 positions
#4Peak Asset Management, LLCPassive
Some overlap · 5 shared positions
$SYK$JHG$CRM$BKNG$ADBE
$567M
148 positions
#5Bey-Douglas LLCPassive
Some overlap · 4 shared positions
$SYK$CRM$BKNG$ADBE
$115M
56 positions
#6LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 5 shared positions
$SYK$AMT$DHR$TJX$ADBE
$10.0B
560 positions
#7NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$SYK$CRM$DHR$TJX
$326M
86 positions
#8Bath Savings Trust CoActive
Some overlap · 3 shared positions
$SYK$DHR$TJX
$936M
168 positions
#9Tandem Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$SYK$ROP$ADBE
$2.0B
83 positions
#10Gouws Capital LLCActive
Some overlap · 3 shared positions
$SYK$HON$DHR
$189M
58 positions
#11WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$HON$DHR
$2.1B
122 positions
#12GPM Growth Investors, Inc.Active
Some overlap · 3 shared positions
$SYK$CRM$ADBE
$238M
42 positions
#13MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 3 shared positions
$SYK$AMT$DHR
$1000M
35 positions
#14HALL LAURIE J TRUSTEEPassive
Some overlap · 4 shared positions
$SYK$CRM$DHR$TJX
$283M
104 positions
#15Capital Investment Services of America, Inc.Active
Some overlap · 6 shared positions
$SYK$DHR$TJX$ROP$BKNG$ADBE
$958M
80 positions
#16Evelyn Partners Investment Management Services LtdPassive
Some overlap · 4 shared positions
$SYK$MDLZ$TJX$BKNG
$850M
281 positions
#17Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 3 shared positions
$SYK$DHR$ADBE
$506M
79 positions
#18Hixon Zuercher, LLCPassive
Some overlap · 4 shared positions
$SYK$HON$CRM$ADBE
$321M
85 positions
#19VILLERE ST DENIS J & CO LLCActive
Some overlap · 3 shared positions
$SYK$MDLZ$ROP
$907M
76 positions
#20HARBOUR INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$SYK$JHG$DHR
$184M
101 positions
#21ARBOR TRUST WEALTH ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$SYK$HON$CRM$TJX
$228M
90 positions
#22NZS Capital, LLCActive
Slight overlap · 3 shared positions
$SYK$DHR$ROP
$3.0B
58 positions
#23Dundas Partners LLPActive
Slight overlap · 3 shared positions
$SYK$CRM$BKNG
$1.3B
49 positions
#24ROFFMAN MILLER ASSOCIATES INC /PA/Active
Slight overlap · 3 shared positions
$SYK$HON$TJX
$1.7B
86 positions
#25Gs Investments, Inc.Passive
Slight overlap · 4 shared positions
$SYK$HON$CRM$ADBE
$175M
134 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.