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Hedge Funds Similar to Greenbush Financial Group,

13F Portfolio OverlapQ1 2026Greenbush Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Greenbush Financial Group, LLC is an institutional investor managing $302M across 36 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 Greenbush Financial Group, are Hartmann Taylor Wealth ,, Michael Brady & ,, M Wealth ,, with shared positions in $CRM, $BRZE, $PLTR, $GEV, $MCD, $AMD. The full ranking of 25 similar funds is below.

#1Hartmann Taylor Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$CRM$BRZE$PLTR
$151M
54 positions
#2Michael Brady & Co., LLCActive
Notable overlap · 3 shared positions
$CRM$GEV$MCD
$100M
54 positions
#3M Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$AMD$PLTR
$119M
55 positions
#4Swisher Financial Concepts, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$GEV$REGN
$179M
102 positions
#5Madison Park Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$BRZE$CRM$REGN
$127M
62 positions
#6Sageworth Trust CoActive
Notable overlap · 3 shared positions
$BRZE$PLTR$GEV
$2.3B
172 positions
#7UNIVEST FINANCIAL CorpActive
Notable overlap · 3 shared positions
$BRZE$CRM$REGN
$1.8B
254 positions
#8GREENWOOD GEARHART INCActive
Notable overlap · 4 shared positions
$BRZE$CRM$PANW$MCD
$1.8B
134 positions
#9Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$REGN$PLTR
$114M
84 positions
#10Clarity Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$BRZE$CRM$PLTR
$486M
108 positions
#11Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CRM$REGN$MCD
$1.8B
613 positions
#12CWS Financial Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$CRM$MCD
$390M
157 positions
#13Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$CRM$GNRC$GEV$PLTR
$211M
79 positions
#14CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$CRM$PANW$AMD
$180M
58 positions
#15Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 3 shared positions
$CRM$AMD$MCD
$566M
28 positions
#16N.E.W. Advisory Services LLCActive
Some overlap · 3 shared positions
$BRZE$PLTR$MCD
$1.3B
914 positions
#17VAN STRUM & TOWNE INC.Passive
Some overlap · 4 shared positions
$BRZE$CRM$PANW$GEV
$343M
111 positions
#18KELLY LAWRENCE W & ASSOCIATES INC/CAActive
Some overlap · 4 shared positions
$PANW$AMD$GNRC$CRM
$360M
124 positions
#19Centric Wealth ManagementPassive
Some overlap · 4 shared positions
$PANW$BRZE$AMD$PLTR
$501M
203 positions
#20Sava Infond d.o.o.Passive
Some overlap · 4 shared positions
$PANW$CRM$AMD$PLTR
$705M
230 positions
#21Northwest Financial AdvisorsPassive
Some overlap · 3 shared positions
$CRM$BRZE$GEV
$52M
66 positions
#22Meridiem Capital Partners LPPassive
Some overlap · 3 shared positions
$CRM$AMD$PANW
$1.5B
64 positions
#23CATALYST PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$BRZE$CRM$PLTR
$185M
76 positions
#24GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$PANW$AMD$CRM$MCD
$109M
70 positions
#25McAlister, Sweet & Associates, Inc.Active
Some overlap · 3 shared positions
$BRZE$REGN$PLTR
$161M
32 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.