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 Greystone Financial Group,

13F Portfolio OverlapQ1 2026Greystone Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Greystone Financial Group, LLC is an institutional investor managing $353M across 78 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 Greystone Financial Group, are Vertrix Wealth ,, Stokes Advisors,, Biondo Investment Advisors,, with shared positions in $SNOW, $SNPS, $LOW, $AMGN, $LIN, $MS. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive

Substantial overlap · 21 shared positions

$SNOW $SNPS $LOW $AMGN $LIN $MS

$272M

95 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$TJX $LMT $IBM $MCD $LIN $HON

$446M

104 positions

#3Biondo Investment Advisors, LLCActive

Notable overlap · 9 shared positions

$LOW $LMT $IBM $MCD $SPG $AMGN

$780M

82 positions

#4Stillwater Wealth Management GroupPassive

Notable overlap · 7 shared positions

$WM $TJX $MS $LMT $MCD $AMGN

$162M

77 positions

#5Atlas Wealth LLCPassive

Notable overlap · 9 shared positions

$LMT $MS $RF $IBM $WM $CRWD

$334M

115 positions

#6LYNCH & ASSOCIATES/INActive

Notable overlap · 10 shared positions

$EMR $IBM $LMT $MCD $KO $LOW

$533M

126 positions

#7HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$AMGN $__PARK_1390777 $LMT $MCD $HON $KO

$351M

81 positions

#8Brentview Investment Management LLCPassive

Notable overlap · 6 shared positions

$LIN $TJX $WM $LOW $MS $MCK

$231M

63 positions

#9MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$AMGN $__PARK_1390777 $MS $LMT $SBUX $LOW

$1.1B

105 positions

#10BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 7 shared positions

$WM $LMT $EMR $MCD $HON $LOW

$2.3B

264 positions

#11LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 7 shared positions

$DUK $SPG $WM $IBM $MCK $LMT

$192M

113 positions

#12Haverford Financial Services, Inc.Active

Notable overlap · 8 shared positions

$LOW $TJX $MCK $HON $KO $TMO

$336M

46 positions

#13Roxbury Financial LLCPassive

Notable overlap · 9 shared positions

$LMT $IBM $MCK $LOW $DUK $MCD

$111M

392 positions

#14Capital Wealth Planning, LLCActive

Notable overlap · 6 shared positions

$AMGN $TJX $DUK $IBM $MCD $KO

$18.1B

151 positions

#15DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$AMGN $WM $MCD $HON $ABT $LIN

$253M

92 positions

#16Family Legacy, Inc.Passive

Notable overlap · 8 shared positions

$DUK $KO $LOW $LMT $AMGN $SNOW

$333M

124 positions

#17Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$EMR $AMGN $MCD $IBM $WM $LMT

$245M

98 positions

#18Sky Investment Group LLCActive

Notable overlap · 8 shared positions

$LIN $ABT $KO $MCD $EMR $TMO

$583M

140 positions

#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$LMT $DUK $IBM $MCD $KO $SBUX

$220M

148 positions

#20Walsky Investment Management, Inc.Active

Notable overlap · 7 shared positions

$__PARK_1390777 $MCD $HON $ABT $LOW $AMGN

$98M

50 positions

#21OmniStar Financial Group, Inc.Passive

Notable overlap · 8 shared positions

$DUK $__PARK_1390777 $HON $LMT $MS $IBM

$193M

108 positions

#22Yoffe Investment Management, LLCPassive

Notable overlap · 8 shared positions

$__PARK_1390777 $SNPS $IBM $HON $MCD $KO

$78M

111 positions

#23CONNORS INVESTOR SERVICES INCActive

Notable overlap · 8 shared positions

$LIN $TJX $LOW $DUK $MS $ABT

$1.1B

149 positions

#24Focused Investors LLCActive

Notable overlap · 5 shared positions

$LMT $LOW $TJX $MS $MCD

$3.1B

22 positions

#25U S WEALTH GROUP, LLC.

Notable overlap · 6 shared positions

$LMT $SPG $AMGN $HON $DUK $MCD

$152M

43 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.