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 Greenline Wealth

13F Portfolio OverlapQ2 2026Greenline Wealth portfolio →

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Most similar hedge funds by 13F overlap

Greenline Wealth Management LLC is an institutional investor managing $122M across 131 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 Greenline Wealth are Markin Volterra Fund, Legacy Bridge, PRAKASH INVESTMENT ADVISORS, with shared positions in $VRT, $SNDK, $PLTR, $CRDO, $KLAC, $PWR. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive

Notable overlap · 10 shared positions

$VRT $SNDK $PLTR $CRDO $KLAC $PWR

$147M

69 positions

#2Legacy Bridge, LLCPassive

Notable overlap · 9 shared positions

$NBIS $VRT $PLTR $CRDO $PWR $STRL

$324M

322 positions

#3PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 9 shared positions

$NBIS $VRT $PLTR $ALAB $KLAC $CRWD

$174M

92 positions

#4OAK RIDGE INVESTMENTS LLCActive

Notable overlap · 11 shared positions

$SNDK $VRT $PWR $KLAC $CRDO $CRWD

$1.8B

170 positions

#5Retireful, LLCPassive

Some overlap · 9 shared positions

$VRT $SNDK $ALAB $KLAC $CRWD $STRL

$107M

81 positions

#6Bannerstone Capital Management, LLCPassive

Some overlap · 7 shared positions

$VRT $NBIS $PLTR $PWR $KLAC $CLS

$119M

113 positions

#7THAMES CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$NBIS $VRT $SNDK $ALAB $KLAC $COHR

$1.2B

56 positions

#8ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 8 shared positions

$VRT $CRDO $PWR $KLAC $CRWD $MRVL

$4.4B

109 positions

#9Clear Street Group Inc.Active

Some overlap · 7 shared positions

$NBIS $SNDK $PLTR $CRDO $ALAB $MRVL

$39.5B

1,414 positions

#10Benchmark Investment Advisors LLCPassive

Some overlap · 7 shared positions

$VRT $SNDK $PLTR $KLAC $CRWD $MRVL

$228M

70 positions

#11Defiance ETFs, LLCPassive

Some overlap · 8 shared positions

$NBIS $VRT $PWR $ALAB $KLAC $MRVL

$7.4B

388 positions

#12Gunderson Capital Management Inc.Active

Some overlap · 7 shared positions

$NBIS $SNDK $PWR $KLAC $MRVL $CLS

$370M

52 positions

#13Telligent Fund, LPActive

Some overlap · 7 shared positions

$NBIS $VRT $KLAC $CLS $ANET $HWM

$136M

23 positions

#14BankChampaign, National AssociationPassive

Some overlap · 8 shared positions

$VRT $PLTR $PWR $STRL $MRVL $ETN

$130M

200 positions

#15Value Aligned Research Advisors, LLCActive

Some overlap · 6 shared positions

$NBIS $VRT $SNDK $ALAB $CLS $COHR

$40.1B

123 positions

#16Morse Asset Management, IncPassive

Some overlap · 6 shared positions

$VRT $NBIS $ALAB $KLAC $CRWD $HWM

$604M

415 positions

#17Riggs Asset Managment Co. Inc.Passive

Some overlap · 8 shared positions

$SNDK $VRT $PLTR $CRWD $STRL $MRVL

$560M

132 positions

#18ITHAKA GROUP LLCActive

Some overlap · 7 shared positions

$VRT $PLTR $CRDO $CRWD $STRL $ANET

$551M

40 positions

#19Faithward Advisors, LLCPassive

Some overlap · 6 shared positions

$VRT $NBIS $PLTR $KLAC $CRWD $ANET

$819M

339 positions

#20Cornerstone Select Advisors, LLCPassive

Some overlap · 6 shared positions

$VRT $PLTR $CRDO $KLAC $CRWD $ANET

$238M

149 positions

#21Polar Capital Holdings PlcActive

Some overlap · 8 shared positions

$SNDK $KLAC $VRT $CRWD $MRVL $CLS

$42.4B

245 positions

#22VMS Asset Management LimitedPassive

Some overlap · 6 shared positions

$VRT $SNDK $CRDO $CRWD $MRVL $COHR

$315M

33 positions

#23StoneCrest Wealth Management, Inc.Passive

Some overlap · 7 shared positions

$NBIS $VRT $MRVL $COHR $PLTR $SNDK

$313M

73 positions

#24Zweig-DiMenna Associates LLCActive

Some overlap · 6 shared positions

$VRT $SNDK $PWR $CRWD $MRVL $COHR

$1.1B

70 positions

#25Broadleaf Partners, LLCPassive

Some overlap · 6 shared positions

$VRT $PLTR $PWR $KLAC $MRVL $ANET

$517M

86 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.