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 GREATMARK INVESTMENT PARTNERS

13F Portfolio OverlapQ2 2026GREATMARK INVESTMENT PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

GREATMARK INVESTMENT PARTNERS, INC. is an institutional investor managing $906M across 153 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 GREATMARK INVESTMENT PARTNERS are Maj Invest Holding A/S, Weaver C. Barksdale & Associates, Kerusso, with shared positions in $AXP, $QCOM, $AFL, $AMP, $LOW, $ELV. The full ranking of 25 similar funds is below.

#1Maj Invest Holding A/SActive

Notable overlap · 8 shared positions

$AXP $QCOM $AFL $AMP $LOW $ELV

$2.2B

40 positions

#2Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 9 shared positions

$AFL $AMGN $QCOM $SCHW $ELV $MPC

$111M

62 positions

#3Kerusso Capital Management LLCPassive

Notable overlap · 6 shared positions

$AXP $QCOM $DVN $AMGN $LOW $AMP

$274M

58 positions

#4Dorato Capital ManagementPassive

Notable overlap · 5 shared positions

$AFL $AMGN $CVS $GD $PHM

$147M

254 positions

#5EDMP, INC.Passive

Notable overlap · 4 shared positions

$AFL $AMGN $AMP $ELV

$124M

70 positions

#6BUSH INVESTMENT GROUP, LLC

Notable overlap · 3 shared positions

$AFL $LOW $SO

$183M

38 positions

#7Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$AFL $AMGN $TRV $CVS $ITW $GD

$261M

101 positions

#8VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$QCOM $AFL $AMGN $EMR $SO $LOW

$201M

57 positions

#9Aurdan Capital Management, LLCActive

Notable overlap · 6 shared positions

$AMGN $LOW $GWW $ITW $AFL $CVS

$394M

99 positions

#10Shelter Mutual Insurance CoActive

Notable overlap · 5 shared positions

$AXP $LOW $QCOM $BKNG $ITW

$473M

58 positions

#11DCM Advisors, LLCActive

Notable overlap · 4 shared positions

$AXP $MPC $RH $CVS

$253M

38 positions

#12Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$AXP $LOW $SCHW $ELV $AFL

$658M

152 positions

#13Birch Capital Management, LLCPassive

Notable overlap · 5 shared positions

$SCHW $AMGN $GWW $ITW $UPS

$205M

79 positions

#14Vertrix Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$AXP $AMGN $LOW $CVS $EMR

$297M

103 positions

#15JNBA Financial AdvisorsActive

Notable overlap · 4 shared positions

$AFL $QCOM $TRV $SCHW

$1.3B

830 positions

#16Unison Asset Management LLCActive

Notable overlap · 4 shared positions

$AXP $LOW $ELV $BKNG

$246M

32 positions

#17PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$AFL $LOW $GWW $EMR $SO

$209M

54 positions

#18NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 3 shared positions

$AXP $QCOM $LOW

$832M

124 positions

#19Harrington Investments, INCPassive

Notable overlap · 6 shared positions

$SCHW $QCOM $AMGN $ITW $GWW $EMR

$206M

82 positions

#20MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 4 shared positions

$QCOM $AMGN $LOW $PYPL

$1.2B

106 positions

#21Mendel Capital Management LLCActive

Notable overlap · 5 shared positions

$AMGN $AFL $GWW $QCOM $AXP

$222M

99 positions

#22Aristotle Capital Management, LLCActive

Notable overlap · 5 shared positions

$AMGN $QCOM $AMP $LOW $GD

$47.7B

212 positions

#23KWMG, LLCPassive

Notable overlap · 5 shared positions

$DVN $MPC $TRV $AFL $AMGN

$1.4B

153 positions

#24Loudon Investment Management, LLCPassive

Notable overlap · 6 shared positions

$QCOM $LOW $ITW $AMP $AMGN $EMR

$204M

95 positions

#25Ark Wealth Advisors LLCPassive

Notable overlap · 7 shared positions

$QCOM $AXP $CVS $AFL $LOW $SCHW

$113M

87 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.