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Hedge Funds Similar to Greykasell Wealth Strategies

13F Portfolio OverlapQ2 2026Greykasell Wealth Strategies portfolio →
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Most similar hedge funds by 13F overlap

Greykasell Wealth Strategies, Inc. is an institutional investor managing $275M across 483 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 Greykasell Wealth Strategies are Railway Pension Investments Ltd, Camarda Financial Advisors, JLB & ASSOCIATES, with shared positions in $KLAC, $EQIX, $FAST, $MRVL, $MAR, $PGR. The full ranking of 25 similar funds is below.

#1Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$KLAC$EQIX$FAST
$8.0B
102 positions
#2Camarda Financial Advisors, LLC
Some overlap · 3 shared positions
$KLAC$MRVL$MAR
$331M
122 positions
#3JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$KLAC$PGR$NOC$AMGN
$748M
68 positions
#4NZS Capital, LLCActive
Some overlap · 3 shared positions
$KLAC$MRVL$PGR
$3.9B
61 positions
#5Petros Family Wealth, LLCPassive
Some overlap · 4 shared positions
$KLAC$AMGN$TMUS$DE
$164M
134 positions
#6Impax Asset Management Group plcActive
Some overlap · 3 shared positions
$KLAC$MRVL$DE
$15.4B
284 positions
#7MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$KLAC$MRVL$AMGN
$1.5B
245 positions
#8Quilter PlcActive
Some overlap · 4 shared positions
$KLAC$EQIX$MAR$TMUS
$6.6B
131 positions
#9OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 3 shared positions
$KLAC$PLD$NOC
$530M
275 positions
#10ENCOMPASS WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$KLAC$ABNB$AMGN
$328M
109 positions
#11Jones Kertz & Associates, Inc.Active
Some overlap · 3 shared positions
$KLAC$MAR$AMGN
$217M
66 positions
#12AMERICAN NATIONAL BANK & TRUSTPassive
Some overlap · 3 shared positions
$KLAC$MAR$AMGN
$1.2B
631 positions
#13Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$KLAC$PCAR$AMGN$EQIX
$1.8B
529 positions
#14PARNASSUS INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$KLAC$MAR$DE
$37.4B
135 positions
#15BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KLAC$MRVL$DE
$414M
106 positions
#16Capital International, Inc./CA/Active
Some overlap · 4 shared positions
$KLAC$AMGN$NOC$DE
$14.3B
302 positions
#17FourThought Financial Partners, LLCPassive
Some overlap · 3 shared positions
$KLAC$NOC$AMGN
$1.3B
393 positions
#18Cunning Capital Partners, LPActive
Some overlap · 3 shared positions
$KLAC$PGR$TMUS
$248M
55 positions
#19ACCESS FINANCIAL SERVICES, INC.Active
Some overlap · 3 shared positions
$KLAC$AMGN$FAST
$305M
103 positions
#20Inspire Investing, LLCPassive
Some overlap · 4 shared positions
$KLAC$PGR$PCAR$MRVL
$2.4B
1,266 positions
#21Castlefield Investment Partners LLPActive
Some overlap · 3 shared positions
$KLAC$DE$TMUS
$147M
35 positions
#22Progressive Investment Management CorpActive
Some overlap · 4 shared positions
$KLAC$FAST$DE$AMGN
$454M
56 positions
#23Taylor Frigon Capital Management LLCPassive
Some overlap · 3 shared positions
$KLAC$MRVL$EQIX
$214M
93 positions
#24Global X Japan Co., Ltd.Active
Some overlap · 3 shared positions
$KLAC$MRVL$AMGN
$2.7B
390 positions
#25AZZAD ASSET MANAGEMENT INC /ADVPassive
Some overlap · 4 shared positions
$KLAC$FAST$PLD$EQIX
$1.1B
351 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.