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 GreatBanc

13F Portfolio OverlapQ1 2026GreatBanc portfolio →

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Most similar hedge funds by 13F overlap

GreatBanc Trust CO is an institutional investor managing $143M across 67 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 GreatBanc are Bristlecone Value Partners,, Reality Financial Planning Services,, Point, with shared positions in $HUM, $WT, $MKL, $BAC, $KKR, $UNIT. The full ranking of 25 similar funds is below.

#1Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $MKL $BAC

$114M

68 positions

#2Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$HUM $WT $KKR

$104M

20 positions

#3Trust Point Inc.Active

Notable overlap · 4 shared positions

$HUM $WT $MKL $UNIT

$1.2B

521 positions

#4Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $MKL $KKR $UNIT

$194M

54 positions

#5Sherman Wealth Management LLCPassive

Notable overlap · 5 shared positions

$HUM $WT $KKR $UNIT $DIA

$116M

80 positions

#6Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$HUM $MKL $DIA

$67M

42 positions

#7Noble Family Wealth, LLCActive

Notable overlap · 6 shared positions

$HUM $WT $UNIT $MKL $MCD $KKR

$484M

76 positions

#8Firestone Capital ManagementPassive

Notable overlap · 4 shared positions

$HUM $MKL $UNIT $NSC

$480M

160 positions

#9PMG Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$HUM $WT $MDLZ

$139M

59 positions

#10Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 6 shared positions

$MKL $WT $HUM $KKR $UNIT $MCD

$365M

111 positions

#11Cascades Capital Asset Management, LLCPassive

Notable overlap · 6 shared positions

$HUM $WT $MCD $OKTA $BAC $DUK

$239M

158 positions

#12Grove Street Fiduciary, LLCActive

Notable overlap · 6 shared positions

$HUM $WT $MKL $UNIT $ABT $NSC

$227M

74 positions

#13Joel Isaacson & Co., LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $MKL $UNIT

$3.0B

455 positions

#14Compton Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$HUM $MKL $UNIT $BAC

$449M

85 positions

#15Hapanowicz & Associates Financial Services, IncSmart money

Notable overlap · 4 shared positions

$HUM $DIA $MCD $AMAT

$251M

31 positions

#16SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $UNIT $MCD $MKL

$272M

554 positions

#17ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $WT $UNIT $MKL

$753M

159 positions

#18FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $UNIT

$176M

104 positions

#19Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $ETN $PANW

$255M

70 positions

#20Granite FO LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $DIA $UNIT

$169M

170 positions

#21M3 Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $MKL $ETN $PANW

$130M

35 positions

#22Family CFO IncActive

Notable overlap · 3 shared positions

$HUM $MKL $UNIT

$223M

41 positions

#23Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $DIA $MCD

$341M

64 positions

#24Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $MCD $DUK

$160M

106 positions

#25Buska Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $OKTA

$249M

74 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.