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 Greenfield Savings Bank

13F Portfolio OverlapQ1 2026Greenfield Savings Bank portfolio →

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Most similar hedge funds by 13F overlap

Greenfield Savings Bank is an institutional investor managing $264M across 148 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 Greenfield Savings Bank are NS Partners Ltd, WRIGHT INVESTORS SERVICE, Kinsale Group,, with shared positions in $AMAT, $NEE, $PM, $MCD, $BAC, $KO. The full ranking of 25 similar funds is below.

#1NS Partners LtdActive

Some overlap · 7 shared positions

$AMAT $NEE $PM $MCD $BAC $KO

$2.2B

71 positions

#2WRIGHT INVESTORS SERVICE INCPassive

Some overlap · 7 shared positions

$AMAT $AXP $NEE $PGR $BAC $BMY

$318M

148 positions

#3Kinsale Capital Group, Inc.Active

Some overlap · 7 shared positions

$PGR $PM $MCD $STLD $BMY $UNH

$624M

41 positions

#4Meiji Yasuda America IncActive

Some overlap · 6 shared positions

$AXP $NEE $PM $PGR $AMAT $KO

$404M

57 positions

#5Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$AXP $NEE $LMT $MCD $KO $TXN

$446M

104 positions

#6EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$NEE $LMT $BAC $BMY $KO $UNH

$1.4B

56 positions

#7Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$NEE $AXP $LMT $MCD $KO $UNH

$218M

69 positions

#8SEARLE & CO.Passive

Some overlap · 6 shared positions

$AXP $PM $MCD $BAC $BMY $NEE

$398M

194 positions

#9Rydar Equities, Inc.Passive

Some overlap · 6 shared positions

$AXP $DIA $LMT $MCD $KO $UNH

$129M

92 positions

#10Aureus Asset Management, LLCPassive

Some overlap · 6 shared positions

$AXP $AMAT $NEE $UNH $TXN $KO

$1.5B

225 positions

#11TRUSTCO BANK CORP N YPassive

Some overlap · 6 shared positions

$AXP $AMAT $MCD $KO $TXN $PM

$113M

71 positions

#12Kentucky Farm Bureau Mutual Insurance CoActive

Some overlap · 6 shared positions

$PM $LMT $NEE $AXP $MCD $UNH

$329M

65 positions

#13PLIMOTH TRUST CO LLCPassive

Some overlap · 6 shared positions

$AMAT $MCD $NEE $BAC $KO $AXP

$447M

173 positions

#14Sky Investment Group LLCPassive

Some overlap · 6 shared positions

$AXP $PM $MCD $KO $PGR $TXN

$583M

140 positions

#15BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 6 shared positions

$PM $LMT $MCD $AXP $BMY $KO

$480M

133 positions

#16Meadowbrook Advisors Group, LLCPassive

Some overlap · 6 shared positions

$NEE $PGR $MCD $KO $UNH $TXN

$168M

136 positions

#17Ark Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$AXP $NEE $LMT $MCD $VLO

$101M

80 positions

#18BEACON INVESTMENT ADVISORS LLCPassive

Some overlap · 5 shared positions

$AXP $AMAT $LMT $BAC $VLO

$265M

171 positions

#19FAYEZ SAROFIM & COActive

Some overlap · 6 shared positions

$PM $PGR $MCD $KO $UNH $TXN

$39.1B

294 positions

#20Papamarkou Wellner Asset Management inc.Passive

Some overlap · 5 shared positions

$PGR $PM $LMT $MCD $KO

$164M

86 positions

#21Carolina Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$PM $LMT $MCD $BMY $KO $TXN

$240M

278 positions

#22Texas Bank & Trust CoPassive

Some overlap · 6 shared positions

$AMAT $AXP $MCD $KO $TXN $LMT

$266M

176 positions

#23BankPlus Trust DepartmentActive

Some overlap · 7 shared positions

$PGR $LMT $VLO $KO $NEE $TXN

$374M

466 positions

#24CULLINAN ASSOCIATES INCActive

Some overlap · 6 shared positions

$AMAT $MCD $AXP $LMT $KO $TXN

$1.2B

207 positions

#25Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$NEE $MCD $BAC $BMY $KO $VLO

$223M

109 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.