13F Pro

Hedge Funds Similar to Greykasell Wealth Strategies,

13F Portfolio OverlapQ1 2026Greykasell Wealth Strategies, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Greykasell Wealth Strategies, Inc. is an institutional investor managing $248M across 567 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 Greykasell Wealth Strategies, are DoubleLine ETF Adviser, Uniplan Investment Counsel,, Leibman Financial Services,, with shared positions in $EQIX, $PLD, $TMUS, $AMGN, $WT, $KLAC. The full ranking of 25 similar funds is below.

#1DoubleLine ETF Adviser LPPassive
Some overlap · 4 shared positions
$EQIX$PLD$TMUS$AMGN
$263M
176 positions
#2Uniplan Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$EQIX$WT$PLD
$974M
183 positions
#3Leibman Financial Services, Inc.Passive
Some overlap · 4 shared positions
$WT$PLD$TMUS$AMGN
$136M
49 positions
#4Inspire Investing, LLCPassive
Some overlap · 4 shared positions
$KLAC$PLD$PCAR$PGR
$1.2B
1,107 positions
#5Verde Capital ManagementActive
Some overlap · 4 shared positions
$EQIX$PLD$ABNB$PGR
$468M
69 positions
#6Gross & Hartman Investments LLCSmart money
Some overlap · 4 shared positions
$EQIX$PLD$MAR$ABNB
$192M
72 positions
#7Dorato Capital ManagementPassive
Some overlap · 4 shared positions
$KLAC$NOC$MAR$AMGN
$135M
254 positions
#8Sunstone Asset Management, L.P.Passive
Some overlap · 3 shared positions
$KLAC$EQIX$ABNB
$85M
61 positions
#9JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$KLAC$NOC$AMGN$PGR
$696M
70 positions
#10Railway Pension Investments LtdActive
Some overlap · 3 shared positions
$KLAC$EQIX$NOW
$7.0B
103 positions
#11TORRAY LLCPassive
Some overlap · 4 shared positions
$PLD$KLAC$NOW$AMGN
$682M
88 positions
#12FOREFRONT WEALTH MANAGEMENT INC.
Some overlap · 4 shared positions
$WT$MAR$TMUS$AMGN
$139M
71 positions
#13WESTPAC BANKING CORPPassive
Some overlap · 4 shared positions
$KLAC$EQIX$PLD$AMGN
$1.4B
495 positions
#14North Forty Two & Co.Passive
Some overlap · 4 shared positions
$WT$MAR$ABNB$AMGN
$108M
97 positions
#15Marion Wealth ManagementPassive
Some overlap · 4 shared positions
$WT$MAR$TMUS$NOC
$451M
146 positions
#16Motley Fool Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$EQIX$WT$NOW
$884M
124 positions
#17Archer Investment Management, LLCPassive
Slight overlap · 4 shared positions
$WT$MAR$NOW$MUFG
$238M
108 positions
#18Safe Harbor Family Capital, LLCSmart money
Slight overlap · 3 shared positions
$EQIX$PLD$MAR
$128M
55 positions
#19Land & Buildings Investment Management, LLCActive
Slight overlap · 3 shared positions
$EQIX$PLD$MAR
$591M
20 positions
#20OLD SECOND NATIONAL BANK OF AURORAPassive
Slight overlap · 3 shared positions
$KLAC$PLD$NOC
$484M
280 positions
#21Avalon Trust CoActive
Slight overlap · 3 shared positions
$EQIX$KLAC$PGR
$1.5B
460 positions
#22COUNTRY TRUST BANKActive
Slight overlap · 4 shared positions
$EQIX$NOC$TMUS$NOW
$5.3B
572 positions
#23Osbon Capital Management LLCPassive
Slight overlap · 4 shared positions
$WT$MAR$AMGN$ARKO
$123M
493 positions
#24Daiwa Securities Group Inc.Passive
Slight overlap · 3 shared positions
$EQIX$PLD$TMUS
$34.8B
1,176 positions
#25Community Financial Services Group, LLCPassive
Slight overlap · 3 shared positions
$KLAC$PLD$NOW
$568M
460 positions

Compare Greykasell Wealth Strategies,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Greykasell Wealth Strategies,’s holdings

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.