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Hedge Funds Similar to LUTS & GREENLEIGH GROUP

13F Portfolio OverlapQ2 2026LUTS & GREENLEIGH GROUP portfolio →
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Most similar hedge funds by 13F overlap

LUTS & GREENLEIGH GROUP, INC is an institutional investor managing $132M across 105 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 LUTS & GREENLEIGH GROUP are RBO, Blue Chip Partners, MOODY LYNN & LIEBERSON, with shared positions in $WM, $PM, $ABT, $MDLZ, $MS, $UNP. The full ranking of 25 similar funds is below.

#1RBO & CO LLCActive
Some overlap · 4 shared positions
$WM$PM$ABT$MDLZ
$628M
56 positions
#2Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$WM$PM$ABT$MS
$1.6B
184 positions
#3MOODY LYNN & LIEBERSON, LLCActive
Some overlap · 5 shared positions
$WM$ABT$UNP$SYK$MS
$1.9B
264 positions
#4First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$WM$PM$UNP$MDLZ
$529M
75 positions
#5Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$PM$ABT$UNP$SYK$MS
$856M
89 positions
#6Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$WM$PM$UNP$MS
$253M
63 positions
#7Grove Street Fiduciary, LLCActive
Some overlap · 4 shared positions
$WM$PM$ABT$UNP
$237M
75 positions
#8Hayek Kallen Investment Management
Some overlap · 4 shared positions
$WM$PM$UNP$T
$330M
97 positions
#9SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WM$PM$ABT
$296M
134 positions
#10WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$WM$PM$ABT
$2.0B
200 positions
#11TRUST CO OF VIRGINIA /VAPassive
Some overlap · 3 shared positions
$WM$PM$ABT
$1.3B
226 positions
#12NORRIS PERNE & FRENCH LLP/MISmart money
Some overlap · 4 shared positions
$WM$ABT$UNP$SYK
$1.7B
147 positions
#13HENDLEY & CO INCActive
Some overlap · 4 shared positions
$PM$ABT$UNP$SYK
$283M
47 positions
#14WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$WM$PM$UNP
$97M
110 positions
#15Stack Financial Management, IncActive
Some overlap · 5 shared positions
$WM$UNP$MDLZ$SYK$T
$1.3B
54 positions
#16Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$WM$ABT$UNP$MS
$652M
146 positions
#17Directional Asset ManagementPassive
Some overlap · 4 shared positions
$WM$ABT$MDLZ$MS
$118M
94 positions
#18Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$PM$WM$UNP
$412M
181 positions
#19Ilex Capital Partners (UK) LLPActive
Some overlap · 4 shared positions
$PM$ABT$MDLZ$SYK
$4.9B
147 positions
#20LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$ABT$PM$UNP$SYK
$273M
104 positions
#21HALL LAURIE J TRUSTEEPassive
Some overlap · 4 shared positions
$WM$ABT$SYK$MS
$322M
103 positions
#22Miramar Capital, LLCPassive
Some overlap · 3 shared positions
$WM$ABT$UNP
$455M
57 positions
#23HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 3 shared positions
$WM$ABT$UNP
$321M
107 positions
#24Michael Brady & Co., LLCActive
Some overlap · 3 shared positions
$WM$ABT$UNP
$113M
58 positions
#25DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$WM$ABT$UNP
$12.5B
186 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.