What hedge funds are most similar to GREATMARK INVESTMENT PARTNERS, INC.?

The funds with the most similar 13F portfolios to GREATMARK INVESTMENT PARTNERS, INC. are Kerusso, Weaver C. Barksdale & Associates,, Dorato, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ1 2026GREATMARK INVESTMENT PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

GREATMARK INVESTMENT PARTNERS, INC. is an institutional investor managing $854M across 145 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 GREATMARK INVESTMENT PARTNERS, are Kerusso, Weaver C. Barksdale & Associates,, Dorato, with shared positions in $DVN, $AXP, $AMGN, $LOW, $AMP, $KO. The full ranking of 25 similar funds is below.

#1Kerusso Capital Management LLCPassive

Notable overlap · 6 shared positions

$DVN $AXP $AMGN $LOW $AMP $KO

$200M

53 positions

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

Notable overlap · 8 shared positions

$AFL $AMGN $SCHW $MPC $LOW $AMP

$105M

62 positions

#3Dorato Capital ManagementPassive

Notable overlap · 5 shared positions

$AFL $AMGN $CVS $GD $BAC

$135M

254 positions

#4Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$AFL $AMGN $TRV $BAC $KO $CVS

$245M

98 positions

#5Capital Wealth Planning, LLCActive

Notable overlap · 4 shared positions

$AXP $AMGN $MPC $KO

$18.1B

151 positions

#6DCM Advisors, LLCActive

Notable overlap · 5 shared positions

$MPC $AXP $RH $BAC $CVS

$220M

38 positions

#7Birch Capital Management, LLCActive

Notable overlap · 5 shared positions

$SCHW $AMGN $GWW $ITW $UPS

$191M

78 positions

#8AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$AFL $TRV $LOW $ELV $BKNG $BAC

$696M

176 positions

#9EDMP, INC.Passive

Notable overlap · 4 shared positions

$AFL $AMGN $AMP $ELV

$124M

71 positions

#10Unison Asset Management LLCActive

Notable overlap · 5 shared positions

$AXP $LOW $ELV $BKNG $BAC

$219M

32 positions

#11FOUNDERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$AXP $KO $UPS $AMGN $GD $LOW

$608M

74 positions

#12Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$DVN $AMGN $ITW $UPS $GD

$184M

32 positions

#13PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 4 shared positions

$AXP $SCHW $BAC $AMP

$166M

72 positions

#14Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$AXP $AMGN $UPS $BAC $GD $KO

$170M

82 positions

#15Somerset Trust CoPassive

Notable overlap · 6 shared positions

$AMGN $LOW $AFL $ITW $GD $EMR

$326M

174 positions

#16Aristotle Capital Management, LLCActive

Notable overlap · 5 shared positions

$AMGN $AMP $KO $LOW $GD

$47.8B

191 positions

#17TIMUCUAN ASSET MANAGEMENT INC/FLActive

Notable overlap · 4 shared positions

$AXP $SCHW $BKNG $WHR

$2.7B

28 positions

#18Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$LOW $AXP $SCHW $ELV $AFL

$695M

159 positions

#19Financial Avengers, Inc.Active

Notable overlap · 3 shared positions

$AXP $SCHW $BAC

$219M

151 positions

#20BONTEMPO OHLY CAPITAL MGMT LLCActive

Notable overlap · 6 shared positions

$LOW $KO $AMGN $ELV $ITW $GD

$222M

34 positions

#21HOERTKORN RICHARD CHARLESActive

Notable overlap · 6 shared positions

$SCHW $DVN $PYPL $BAC $ITW $KO

$122M

75 positions

#22Aurdan Capital Management, LLCActive

Notable overlap · 6 shared positions

$LOW $AMGN $GWW $KO $ITW $AFL

$333M

88 positions

#23MFF Capital Investments LtdActive

Notable overlap · 4 shared positions

$AXP $LOW $BAC $CVS

$1.5B

19 positions

#24WOLFF WIESE MAGANA LLCPassive

Notable overlap · 4 shared positions

$SCHW $AMGN $AXP $KO

$181M

983 positions

#25PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$AFL $LOW $GWW $EMR $KO

$196M

53 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.