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 Greater Midwest Financial Group,

13F Portfolio OverlapQ1 2026Greater Midwest Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Greater Midwest Financial Group, LLC is an institutional investor managing $201M across 65 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 Greater Midwest Financial Group, are New England Financial Advisors, Midwest Financial Group, COGENT STRATEGIC WEALTH, with shared positions in $AMN, $CNS, $BMY, $MU, $TEL, $AMD. The full ranking of 25 similar funds is below.

#1New England Capital Financial Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $CNS $BMY $MU $TEL

$365M

425 positions

#2Midwest Financial Group LLCPassive

Notable overlap · 5 shared positions

$AMN $MU $AMD $SHW $USB

$234M

126 positions

#3COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 4 shared positions

$AMN $NEE $BMY $MU

$97M

56 positions

#4ENZI WEALTHActive

Notable overlap · 6 shared positions

$AMN $PANW $AMD $ETN $IBM $ABT

$288M

71 positions

#5HMV Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $NEE $LRCX $ABT

$213M

81 positions

#6POINCIANA ADVISORS GROUP, LLCPassive

Notable overlap · 4 shared positions

$AMN $BMY $NEE $LRCX

$127M

130 positions

#7Meredith Wealth PlanningActive

Notable overlap · 5 shared positions

$AMN $NEE $SHW $MU $ETN

$369M

70 positions

#8True Wealth Design, LLCActive

Notable overlap · 4 shared positions

$AMN $NEE $BMY $MU

$360M

2,699 positions

#9BetterWealth, LLCSmart money

Notable overlap · 6 shared positions

$AMN $NEE $USB $LRCX $MU $AMD

$510M

85 positions

#10TCI Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$AMN $NEE $MCK $IBM

$1.9B

251 positions

#11Torren Management, LLCActive

Notable overlap · 4 shared positions

$AMN $NEE $MU $LRCX

$201M

983 positions

#12RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$AMN $LRCX $AMD $TMO $SHW

$296M

80 positions

#13KEB ASSET MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$AMN $NEE $IBM $ABT

$522M

97 positions

#14Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 4 shared positions

$AMN $NEE $USB $ABT

$1.1B

81 positions

#15CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 3 shared positions

$AMN $NEE $MU

$334M

70 positions

#16Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$AMN $AMD $IBM

$233M

676 positions

#17Objectivity Squared, LLCActive

Notable overlap · 3 shared positions

$AMN $LRCX $USB

$159M

55 positions

#18STOLZ & ASSOCIATES, PSSmart money

Notable overlap · 3 shared positions

$AMN $NEE $USB

$143M

30 positions

#19Meritas Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $NEE $IBM

$221M

60 positions

#20EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 4 shared positions

$AMN $AMD $NEE $MU

$228M

114 positions

#21Vistica Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $MU $NEE $BMY

$100M

49 positions

#22marrick wealth, LLCSmart money

Notable overlap · 3 shared positions

$AMN $AMD $LRCX

$119M

52 positions

#23TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 7 shared positions

$MCK $TMO $ETN $AMD $NEE $INTU

$182M

115 positions

#24ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 3 shared positions

$AMN $FTNT $NEE

$158M

125 positions

#25NORTHWEST WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$AMN $NEE $ETN $MU $USB

$665M

255 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.