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Hedge Funds Similar to O'Brien Greene

13F Portfolio OverlapQ2 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 $362M across 141 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 O'Brien Greene are HFR Wealth, St. James Investment Company, Phraction, 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
$410M
53 positions
#2St. James Investment Company, LLCActive
Notable overlap · 6 shared positions
$EOG$FNV$NEE$HONA$EMR$PHYS
$630M
24 positions
#3Phraction Management LLCActive
Notable overlap · 6 shared positions
$DHR$PHYS$SPGI$WMB$HONA$BSX
$545M
67 positions
#4First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 6 shared positions
$NEE$UNP$AMGN$HONA$DHR$WM
$529M
75 positions
#5Stack Financial Management, IncActive
Notable overlap · 7 shared positions
$NEE$EOG$CBOE$DHR$UNP$EMR
$1.3B
54 positions
#6Capital Innovations LLCActive
Notable overlap · 4 shared positions
$WMB$UNP$NEE$WM
$385M
51 positions
#7Walsky Investment Management, Inc.Passive
Notable overlap · 7 shared positions
$UNP$SPGI$AMGN$HONA$EMR$ADP
$108M
52 positions
#8ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 3 shared positions
$VLO$WMB$EOG
$857M
50 positions
#9Aull & Monroe Investment Management CorpPassive
Notable overlap · 9 shared positions
$CBOE$NEE$AMGN$UNP$CMI$EMR
$231M
125 positions
#10Harrison Street Private Wealth LLCActive
Notable overlap · 3 shared positions
$WMB$UNP$NEE
$73M
21 positions
#11CapWealth Advisors, LLCActive
Notable overlap · 5 shared positions
$WMB$NEE$AMGN$SONY$GLW
$1.3B
122 positions
#12Deane Retirement Strategies, Inc.Passive
Notable overlap · 3 shared positions
$VLO$UNP$EOG
$244M
53 positions
#13ACCESS FINANCIAL SERVICES, INC.Active
Notable overlap · 4 shared positions
$VLO$CBOE$EOG$AMGN
$305M
103 positions
#14Heritage Wealth AdvisorsActive
Notable overlap · 3 shared positions
$PHYS$UNP$WMB
$2.9B
703 positions
#15WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 5 shared positions
$NEE$DHR$HONA$EOG$ADP
$2.1B
131 positions
#16Forest Hill Capital, LLCSmart money
Notable overlap · 3 shared positions
$PHYS$FNV$WM
$130M
21 positions
#17Ironvine Capital Partners, LLCActive
Notable overlap · 4 shared positions
$UNP$DHR$SPGI$HONA
$1.1B
57 positions
#18Meixler Investment Management, Ltd.Passive
Notable overlap · 3 shared positions
$PHYS$FNV$HONA
$181M
90 positions
#19BOURGEON CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$UNP$DHR$EOG$BSX$CW
$696M
113 positions
#20Paradiem, LLCPassive
Notable overlap · 4 shared positions
$VLO$NEE$NTR$ADP
$464M
68 positions
#21Good Steward Wealth Advisors,LLCActive
Notable overlap · 5 shared positions
$UNP$NEE$VLO$WMB$GLW
$166M
71 positions
#22Mirova US LLCActive
Notable overlap · 6 shared positions
$NEE$DHR$VLTO$BSX$WM$EBAY
$9.3B
45 positions
#23CROBANActive
Notable overlap · 3 shared positions
$AMGN$UNP$NEE
$227M
81 positions
#24Wallington Asset Management, LLCActive
Notable overlap · 4 shared positions
$UNP$AMGN$HONA$CMI
$814M
61 positions
#25Gouws Capital LLCActive
Some overlap · 5 shared positions
$CBOE$NEE$DHR$AMGN$EMR
$212M
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.