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 OverlapQ1 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 $710M across 127 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 GREENUP STREET WEALTH are Tillman Hartley, Fonville Wealth, Andrews Advisory Associates,, with shared positions in $SNOW, $AMN, $SCHW, $COP, $UNIT, $PANW. The full ranking of 25 similar funds is below.

#1Tillman Hartley LLCActive

Notable overlap · 4 shared positions

$SNOW $AMN $SCHW $COP

$398M

88 positions

#2Fonville Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SNOW $AMN $SCHW $UNIT $PANW

$525M

138 positions

#3Andrews Advisory Associates, LLCActive

Notable overlap · 4 shared positions

$SNOW $AMN $SCHW $APD

$190M

82 positions

#4Financial Futures Ltd Liability Co.Active

Notable overlap · 4 shared positions

$SNOW $AMN $SCHW $UNIT

$228M

72 positions

#5Passive Capital Management, LLC.Active

Notable overlap · 4 shared positions

$SNOW $AMN $SCHW $UNIT

$335M

104 positions

#6Austin Asset Management Co IncSmart money

Notable overlap · 3 shared positions

$SNOW $AMN $SCHW

$608M

85 positions

#7Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $SCHW

$110M

64 positions

#8MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $PANW

$508M

88 positions

#9rebel Financial LLCPassive

Notable overlap · 3 shared positions

$SNOW $AMN $UNIT

$231M

65 positions

#10Capital Advisors Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SNOW $AMN $SCHW $UNIT

$745M

219 positions

#11BWM Planning, LLCActive

Notable overlap · 5 shared positions

$SNOW $AMN $COP $UNIT $ETN

$379M

87 positions

#12Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$SNOW $AMN $UNIT $SCHW

$931M

518 positions

#13Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $AMN $ADBE

$126M

74 positions

#14Pearl Planning LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $UNIT

$187M

52 positions

#15Family Investment Center, Inc.Active

Notable overlap · 4 shared positions

$SNOW $AMN $UNIT $COP

$520M

91 positions

#16Certified Advisory CorpPassive

Notable overlap · 3 shared positions

$SNOW $AMN $COP

$1.1B

318 positions

#17High Probability Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $ETN

$781M

67 positions

#18Team Hewins, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $AMN $UNIT

$337M

41 positions

#19Physician Wealth Solutions Inc.Active

Notable overlap · 3 shared positions

$SNOW $AMN $VMC

$242M

45 positions

#20Bridgewealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $CRM

$482M

135 positions

#21WealthCollab, LLCPassive

Notable overlap · 5 shared positions

$SNOW $AMN $SCHW $COP $CRM

$243M

977 positions

#22Franklin, Parlapiano, Turner & Welch, LLCActive

Some overlap · 6 shared positions

$SNOW $CHKP $MDT $COP $APD $SCHW

$420M

55 positions

#23DOPKINS WEALTH MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$AMN $SNOW $SCHW $UNIT

$249M

92 positions

#24CHRISTINE MESSMER PCActive

Some overlap · 5 shared positions

$SNOW $UNIT $COP $MDT $APD

$156M

80 positions

#25Zhang Financial LLCActive

Some overlap · 4 shared positions

$SNOW $AMN $UNIT $COP

$2.9B

367 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.