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Hedge Funds Similar to Greenhouse Wealth

13F Portfolio OverlapQ2 2026Greenhouse Wealth portfolio →
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Most similar hedge funds by 13F overlap

Greenhouse Wealth Management, LLC is an institutional investor managing $142M across 52 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 Greenhouse Wealth are FINANCIAL GROUP \\, Davis, Lantz Financial, with shared positions in $LMT, $RSG, $MO, $IBIT, $PM, $ALL. The full ranking of 25 similar funds is below.

#1CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Slight overlap · 5 shared positions
$LMT$RSG$MO$IBIT$PM
$191M
102 positions
#2Davis Capital ManagementPassive
Slight overlap · 4 shared positions
$LMT$RSG$ALL$MDLZ
$169M
1,270 positions
#3Lantz Financial LLCPassive
Slight overlap · 4 shared positions
$LMT$RSG$PM$MDLZ
$546M
259 positions
#4Investmark Advisory Group LLCPassive
Slight overlap · 4 shared positions
$LMT$MO$PM$MDLZ
$263M
148 positions
#5RBO & CO LLCActive
Slight overlap · 4 shared positions
$LMT$MO$PM$MDLZ
$628M
56 positions
#6KFA Private Wealth Group, LLCActive
Slight overlap · 4 shared positions
$LMT$MO$PM$MDLZ
$415M
150 positions
#7Kapstone Financial Advisors LLCActive
Slight overlap · 4 shared positions
$LMT$MO$IBIT$PM
$239M
175 positions
#8Silver Coast Investments LLCActive
Slight overlap · 3 shared positions
$LMT$MO$ALL
$336M
121 positions
#9Commonwealth Retirement Investments LLCPassive
Slight overlap · 3 shared positions
$LMT$MO$ALL
$368M
417 positions
#10Dougherty Wealth Advisers LLCSmart money
Slight overlap · 3 shared positions
$LMT$RSG$ALL
$183M
109 positions
#11VILLERE ST DENIS J & CO LLCPassive
Slight overlap · 3 shared positions
$LMT$RSG$MDLZ
$838M
85 positions
#12McElhenny Sheffield Capital Management, LLCActive
Slight overlap · 4 shared positions
$MO$ALL$PM$MDLZ
$404M
108 positions
#13STRATEGY ASSET MANAGERS LLCPassive
Slight overlap · 3 shared positions
$LMT$MO$PM
$670M
265 positions
#14First City Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$LMT$MO$PM
$206M
164 positions
#15Altrius Capital Management IncPassive
Slight overlap · 3 shared positions
$LMT$MO$PM
$526M
89 positions
#16Powers Advisory Group, LLCActive
Slight overlap · 3 shared positions
$LMT$MO$PM
$319M
130 positions
#17GoalVest Advisory LLCActive
Slight overlap · 3 shared positions
$LMT$MO$PM
$539M
500 positions
#18MARINO, STRAM & ASSOCIATES LLCActive
Slight overlap · 3 shared positions
$LMT$MO$PM
$628M
202 positions
#19Fortune Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$LMT$MO$PM
$234M
163 positions
#20Carolina Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$LMT$MO$PM
$255M
278 positions
#21Sharp Financial Services, LLCActive
Slight overlap · 3 shared positions
$LMT$MO$PM
$216M
127 positions
#22VALLEY NATIONAL ADVISERS INCPassive
Slight overlap · 3 shared positions
$LMT$MO$PM
$900M
1,056 positions
#23BENEDICT FINANCIAL ADVISORS INCPassive
Slight overlap · 3 shared positions
$LMT$MO$PM
$515M
142 positions
#24CDKV HOLDINGS LLCActive
Slight overlap · 3 shared positions
$LMT$MO$PM
$128M
276 positions
#25Hilton Head Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$LMT$MO$PM
$198M
912 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.