What hedge funds are most similar to O'Brien Greene & Co. Inc?

The funds with the most similar 13F portfolios to O'Brien Greene & Co. Inc are HFR Wealth ,, Forest Hill ,, CapWealth Advisors,, 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 O'Brien Greene &

13F Portfolio OverlapQ1 2026O'Brien Greene & portfolio →

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Most similar hedge funds by 13F overlap

O'Brien Greene & Co. Inc is an institutional investor managing $353M across 133 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 O'Brien Greene & are HFR Wealth ,, Forest Hill ,, CapWealth Advisors,, with shared positions in $AMGN, $UNP, $NEE, $DHR, $VLTO, $ADP. The full ranking of 25 similar funds is below.

#1HFR Wealth Management, LLCActive

Notable overlap · 7 shared positions

$AMGN $UNP $NEE $DHR $VLTO $ADP

$407M

49 positions

#2Forest Hill Capital, LLCActive

Notable overlap · 3 shared positions

$PHYS $FNV $WM

$152M

19 positions

#3CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$WMB $NEE $AMGN $SONY $KO $CEG

$1.3B

118 positions

#4Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$CBOE $NEE $AMGN $UNP $CMI $EMR

$215M

125 positions

#5Elevate Capital Advisors, LLCPassive

Notable overlap · 3 shared positions

$PHYS $FNV $KO

$155M

72 positions

#6Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$CBOE $NEE $EOG $DHR $EMR $WM

$1.4B

52 positions

#7Harrison Street Private Wealth LLCActive

Notable overlap · 3 shared positions

$WMB $UNP $NEE

$76M

21 positions

#8Tribune Investment Group LPActive

Notable overlap · 3 shared positions

$WMB $UNP $CW

$261M

30 positions

#9SouthState Bank CorpPassive

Notable overlap · 7 shared positions

$PHYS $VLO $NEE $DHR $SONY $UNP

$2.1B

1,278 positions

#10Mirova US LLCActive

Notable overlap · 5 shared positions

$NEE $DHR $VLTO $BSX $WM

$8.8B

42 positions

#11Gouws Capital LLCActive

Notable overlap · 4 shared positions

$CBOE $NEE $DHR $AMGN

$189M

58 positions

#12ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 3 shared positions

$WMB $VLO $EOG

$863M

54 positions

#13Heritage Wealth AdvisorsActive

Notable overlap · 3 shared positions

$PHYS $UNP $WMB

$2.6B

692 positions

#14St. James Investment Company, LLCSmart money

Notable overlap · 4 shared positions

$EOG $FNV $EMR $PHYS

$638M

22 positions

#15BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$UNP $DHR $EOG $CW

$578M

108 positions

#16Brentview Investment Management LLCPassive

Notable overlap · 5 shared positions

$NEE $UNP $CBOE $WM $CEG

$231M

63 positions

#17BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$UNP $DHR $NEE $EOG

$506M

75 positions

#18McCollum Christoferson Group LLCPassive

Some overlap · 3 shared positions

$FNV $NEE $DHR

$333M

77 positions

#19WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 5 shared positions

$NEE $DHR $EOG $ADP $KO

$2.1B

122 positions

#20Providence Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$NEE $VLO $AMGN $EMR $WM $KO

$157M

80 positions

#21ECOFI INVESTISSEMENTS SAPassive

Some overlap · 6 shared positions

$DHR $VLTO $BSX $EMR $WM $CEG

$55M

36 positions

#22Phraction Management LLCActive

Some overlap · 4 shared positions

$PHYS $DHR $WMB $BSX

$483M

65 positions

#23DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 4 shared positions

$NEE $AMGN $WMB $UNP

$501M

138 positions

#24FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$WMB $NEE $AMGN $VLTO $KO

$5.0B

201 positions

#25GARRISON POINT ADVISORS, LLCPassive

Some overlap · 7 shared positions

$DHR $NEE $AMGN $UNP $CMI $WM

$219M

168 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.