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 Greenline Partners,

13F Portfolio OverlapQ1 2026Greenline Partners, portfolio →

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Most similar hedge funds by 13F overlap

Greenline Partners, LLC is an institutional investor managing $930M across 144 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 Greenline Partners, are WealthCollab,, Integrity Wealth Solutions, Towneley , / DE, with shared positions in $BRZE, $AMN, $SNOW, $MKL, $IAU, $COP. The full ranking of 25 similar funds is below.

#1WealthCollab, LLCPassive

Notable overlap · 6 shared positions

$BRZE $AMN $SNOW $MKL $IAU $COP

$243M

977 positions

#2Integrity Wealth Solutions LLCPassive

Notable overlap · 5 shared positions

$AMN $GLDM $BRZE $IAU $SNOW

$255M

130 positions

#3Towneley Capital Management, Inc / DESmart money

Notable overlap · 6 shared positions

$BRZE $AMN $IAU $SNOW $COP $MKL

$478M

42 positions

#4FIDUCIARY ADVISORS, INC.Active

Notable overlap · 5 shared positions

$BRZE $AMN $MKL $COP $IAU

$133M

121 positions

#5COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 3 shared positions

$BRZE $AMN $CB

$97M

56 positions

#6Zhang Financial LLCActive

Notable overlap · 6 shared positions

$BRZE $IAU $SNOW $AMN $COP $GLDM

$2.9B

367 positions

#7Quantum Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $AMN $LNG

$891M

231 positions

#8McAlvany Wealth Management LLCPassive

Notable overlap · 7 shared positions

$GLDM $SCCO $ENB $CNQ $COP $RIO

$149M

42 positions

#9Genesis Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$BRZE $GLDM $IAU $COP

$150M

64 positions

#10Upper Left Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$GLDM $BRZE $IAU $MKL

$169M

68 positions

#11Arbor Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$BRZE $AMN $SNOW

$143M

56 positions

#12SVRN Asset Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $GLDM $MKL $IAUM

$103M

37 positions

#13White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$BRZE $IAU $COP $SNOW $MKL

$721M

145 positions

#14St. Louis Trust CoActive

Notable overlap · 5 shared positions

$BRZE $SNOW $MKL $EPAM $BHP

$856M

145 positions

#15Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 5 shared positions

$AMN $GLDM $SNOW $BRZE $IAU

$718M

278 positions

#16Clarity Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$BRZE $SNOW $COP $MKL $GLDM

$215M

95 positions

#17Orcam Financial GroupSmart money

Notable overlap · 4 shared positions

$BRZE $IAU $MKL $COP

$141M

62 positions

#18Prospera Capital Management, LLCSmart money

Notable overlap · 6 shared positions

$BRZE $MKL $COP $AMN $SNOW $IAU

$199M

45 positions

#19Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$BRZE $SNOW $MKL $IAU

$1.1B

121 positions

#20PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$BRZE $IAU $SNOW $MKL $COP $WMB

$1.4B

283 positions

#21NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$GLDM $IAU $SNOW $COP $IAUM

$247M

71 positions

#22Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$BRZE $IAU $MKL $COP

$578M

118 positions

#23Briggs Wealth Management, IncSmart money

Notable overlap · 5 shared positions

$BRZE $MKL $IAU $EPAM $GLDM

$94M

58 positions

#24M Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $AMN $IAUM

$119M

55 positions

#253EDGE Asset Management, LPSmart money

Notable overlap · 4 shared positions

$GLDM $BRZE $AMN $IAU

$2.1B

91 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.