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Hedge Funds Similar to Greenspring Advisors,

13F Portfolio OverlapQ1 2026Greenspring Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Greenspring Advisors, LLC is an institutional investor managing $1.6B across 318 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 Greenspring Advisors, are Avant Financial Advisors, Foundation Wealth , \PA, Hurlow Wealth Group,, with shared positions in $COP, $USB, $EPAM, $AMN, $NKE, $UNIT. The full ranking of 25 similar funds is below.

#1Avant Financial Advisors LLCActive
Notable overlap · 6 shared positions
$COP$USB$EPAM$AMN$NKE$UNIT
$142M
65 positions
#2Foundation Wealth Management, LLC\PAActive
Notable overlap · 8 shared positions
$COP$USB$EPAM$SCHW$NKE$AMN
$284M
91 positions
#3Hurlow Wealth Management Group, Inc.Active
Notable overlap · 7 shared positions
$COP$USB$SCHW$HUM$SNPS$IAU
$420M
120 positions
#4SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Notable overlap · 4 shared positions
$COP$USB$AMN$HUM
$154M
39 positions
#5Ballast Financial Advisors LLCActive
Notable overlap · 7 shared positions
$USB$COP$AMN$HUM$DOV$UNIT
$98M
68 positions
#6Shotwell Rutter Baer IncActive
Notable overlap · 4 shared positions
$COP$USB$AMN$NKE
$170M
38 positions
#7Rialto Wealth Management, LLCPassive
Notable overlap · 8 shared positions
$COP$AMN$USB$SCHW$EPAM$UNIT
$445M
1,730 positions
#8WESCAP Management Group, Inc.Active
Notable overlap · 6 shared positions
$COP$USB$SCHW$HUM$IAU$UNIT
$508M
107 positions
#9Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Notable overlap · 6 shared positions
$COP$USB$AMN$SCHW$NKE$UNIT
$5.8B
996 positions
#10Mosaic Advisors LLCPassive
Notable overlap · 4 shared positions
$COP$EPAM$HUM$DOV
$67M
42 positions
#11White Lighthouse Investment Management Inc.Active
Notable overlap · 7 shared positions
$COP$USB$SCHW$HUM$UNIT$IAU
$721M
145 positions
#12BlueSky Wealth Advisors, LLCActive
Notable overlap · 7 shared positions
$COP$USB$SNPS$NKE$UNIT$SCHW
$777M
115 positions
#13ACTION POINT FINANCIAL PLANNING, LLCActive
Notable overlap · 3 shared positions
$COP$USB$AMN
$112M
69 positions
#14Strategic Financial Services, Inc.Smart money
Notable overlap · 6 shared positions
$COP$USB$SNPS$NKE$GE$GEV
$2.1B
152 positions
#15CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 4 shared positions
$COP$USB$SCHW$HUM
$363M
102 positions
#16Tide Cove Capital Partners LLCSmart money
Notable overlap · 4 shared positions
$COP$USB$SCHW$HUM
$147M
13 positions
#17Gladwyn Financial Advisors, Inc.Active
Notable overlap · 6 shared positions
$COP$USB$SNPS$UNIT$GE$GEV
$160M
82 positions
#18American Financial Advisors, LLCActive
Notable overlap · 7 shared positions
$COP$USB$HUM$GE$UNIT$SCHW
$750M
159 positions
#19DecisionPoint Financial, LLCActive
Notable overlap · 6 shared positions
$COP$USB$SCHW$IAU$DOV$NKE
$464M
679 positions
#20Integrity Investment Advisors, LLCActive
Notable overlap · 5 shared positions
$COP$USB$HUM$IAU$SCHW
$184M
74 positions
#21TAGStone Capital, Inc.Passive
Notable overlap · 5 shared positions
$COP$USB$HUM$AMGN$IAU
$283M
137 positions
#22Farrell Financial LLCPassive
Notable overlap · 5 shared positions
$COP$USB$HUM$SCHW$IAU
$167M
76 positions
#23Cordant, Inc.Active
Notable overlap · 4 shared positions
$COP$USB$SCHW$NKE
$246M
75 positions
#24NEPC LLCSmart money
Notable overlap · 4 shared positions
$COP$USB$DOV$EPAM
$5.0B
51 positions
#25Stone Summit Wealth LLCPassive
Notable overlap · 5 shared positions
$COP$USB$AMN$NKE$UNIT
$359M
142 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.