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Hedge Funds Similar to LUTS & GREENLEIGH GROUP,

13F Portfolio OverlapQ1 2026LUTS & GREENLEIGH GROUP, portfolio →
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Most similar hedge funds by 13F overlap

LUTS & GREENLEIGH GROUP, INC is an institutional investor managing $126M across 89 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 LUTS & GREENLEIGH GROUP, are Greystone Financial Group,, InvesTrust, Widmann Financial Services,, with shared positions in $SNOW, $IBM, $WM, $KO, $ABT, $CTVA. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$SNOW$IBM$WM$KO$ABT
$353M
78 positions
#2InvesTrustPassive
Some overlap · 5 shared positions
$SNOW$CTVA$IBM$PM$KO
$238M
91 positions
#3Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$SNOW$IBM$KO$CTVA$T
$168M
121 positions
#4Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$IBM$WM$KO
$272M
95 positions
#5RBO & CO LLCActive
Some overlap · 6 shared positions
$WM$KO$ABT$PM$MDLZ$D
$620M
57 positions
#6Guilbault Capital LLCPassive
Some overlap · 5 shared positions
$IBM$KO$PM$CTVA$UNP
$91M
67 positions
#7DOVER ADVISORS, LLCPassive
Some overlap · 5 shared positions
$SNOW$KO$ABT$IBM$PM
$242M
159 positions
#8Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$IBM$KO$ABT$PM
$245M
83 positions
#9Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$IBM$KO$ABT$UNP$SYK
$446M
104 positions
#10MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$IBM$KO$PM$UNP$T
$220M
148 positions
#11O'Domhnaill Enterprises, Inc.Passive
Some overlap · 5 shared positions
$WM$KO$PM$IBM$MDLZ
$124M
55 positions
#12FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$IBM$CTVA$ABT$UNP$MAR
$1.1B
175 positions
#13Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$IBM$PM$KO$UNP$MAR
$78M
111 positions
#14WATERS PARKERSON & CO., LLCActive
Some overlap · 5 shared positions
$WM$ABT$PM$KO$IBM
$1.9B
188 positions
#15SCHULHOFF & CO INCPassive
Some overlap · 6 shared positions
$KO$IBM$ABT$WM$MDLZ$T
$243M
133 positions
#16Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$KO$ABT$PM$UNP$MAR
$164M
86 positions
#17Galvin, Gaustad & Stein, LLCPassive
Some overlap · 4 shared positions
$SNOW$KO$WM$UNP
$1.2B
252 positions
#18Directional Asset ManagementPassive
Some overlap · 6 shared positions
$WM$ABT$KO$CTVA$LDOS$MDLZ
$109M
90 positions
#19Meiji Yasuda America IncActive
Some overlap · 4 shared positions
$KO$WM$PM$CTVA
$404M
57 positions
#20Exchange BankPassive
Some overlap · 4 shared positions
$IBM$KO$PM$UNP
$144M
117 positions
#21Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$KO$CTVA$SNOW$IBM$WM
$216M
133 positions
#22FOREFRONT WEALTH MANAGEMENT INC.
Some overlap · 5 shared positions
$SNOW$ABT$WT$MAR$LDOS
$139M
71 positions
#23MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 5 shared positions
$WM$ABT$KO$UNP$SYK
$1.8B
250 positions
#24HALL LAURIE J TRUSTEEPassive
Some overlap · 4 shared positions
$IBM$WM$ABT$SYK
$283M
104 positions
#25Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$CTVA$PM$WT$T
$123M
111 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.