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 GREENUP STREET WEALTH

13F Portfolio OverlapQ2 2026GREENUP STREET WEALTH portfolio →

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Most similar hedge funds by 13F overlap

GREENUP STREET WEALTH MANAGEMENT LLC is an institutional investor managing $822M 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 GREENUP STREET WEALTH are Taikang Asset (Hong Kong) Ltd, ProVise Group, Community Bank & , Waco, Texas, with shared positions in $STX, $ELV, $ETN, $MDT, $COP, $QCOM. The full ranking of 25 similar funds is below.

#1Taikang Asset Management (Hong Kong) Co LtdPassive

Some overlap · 6 shared positions

$STX $ELV $ETN $MDT $COP $QCOM

$1.1B

77 positions

#2ProVise Management Group, LLCPassive

Some overlap · 7 shared positions

$ELV $BKNG $SCHW $PEP $MDT $COP

$1.5B

282 positions

#3Community Bank & Trust, Waco, TexasActive

Some overlap · 6 shared positions

$STX $ELV $BX $PEP $VLO $AMGN

$555M

168 positions

#4CRUX WEALTH ADVISORSPassive

Some overlap · 6 shared positions

$ELV $BKNG $ETN $SCHW $MDT $COP

$289M

192 positions

#5Englebert Financial Advisers, LLCActive

Some overlap · 4 shared positions

$STX $ELV $HWM $MDT

$102M

65 positions

#6TOEWS CORP /ADVActive

Some overlap · 6 shared positions

$STX $ETN $BX $SCHW $COP $QCOM

$686M

151 positions

#7CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 4 shared positions

$STX $BKNG $ETN $PEP

$1.3B

88 positions

#8Steadtrust LLCPassive

Some overlap · 4 shared positions

$STX $CRDO $BX $QCOM

$198M

132 positions

#9SPWM Advisors LLCActive

Some overlap · 6 shared positions

$ELV $BKNG $SCHW $MDT $COP $QCOM

$108M

90 positions

#10Tranquilli Financial Advisor LLCPassive

Some overlap · 6 shared positions

$ELV $BKNG $SCHW $MDT $COP $QCOM

$186M

135 positions

#11Independence Wealth Advisors, LLCActive

Some overlap · 6 shared positions

$ELV $BKNG $SCHW $MDT $COP $QCOM

$199M

85 positions

#12Sanders Capital, LLCActive

Some overlap · 3 shared positions

$STX $ELV $BKNG

$99.8B

47 positions

#13Hosking Partners LLPActive

Some overlap · 3 shared positions

$STX $ELV $BKNG

$3.0B

98 positions

#14AUXIER ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$ELV $BKNG $PEP $MDT $VLO

$745M

184 positions

#15Salvus Wealth Management, LLCPassive

Some overlap · 4 shared positions

$STX $BKNG $SCHW $ORLY

$178M

125 positions

#16Legacy Bridge, LLCPassive

Some overlap · 4 shared positions

$CRDO $STX $ETN $VLO

$324M

322 positions

#17Voya Financial Advisors, Inc.Smart money

Some overlap · 5 shared positions

$ELV $BKNG $SCHW $MDT $COP

$1.1B

208 positions

#18FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$ELV $BKNG $SCHW $MDT $COP

$355M

257 positions

#19Keystone Financial ServicesActive

Some overlap · 5 shared positions

$ELV $BKNG $SCHW $MDT $COP

$388M

131 positions

#20Meriwether Wealth & Planning, LLCActive

Some overlap · 5 shared positions

$ELV $BKNG $SCHW $MDT $COP

$202M

122 positions

#21Talos Eurisko Asset Management LPActive

Some overlap · 3 shared positions

$STX $CRDO $CRWV

$703M

25 positions

#22Caitong International Asset Management Co., LtdPassive

Some overlap · 4 shared positions

$STX $CRDO $MPWR $QCOM

$729M

2,999 positions

#23TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$ELV $BKNG $SCHW $MDT $AMGN

$143M

104 positions

#24CHAPIN DAVIS, INC.Passive

Some overlap · 4 shared positions

$STX $HWM $PEP $VLO

$569M

256 positions

#25Markin Volterra Fund LPActive

Some overlap · 3 shared positions

$STX $CRDO $CRWV

$147M

69 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.