What hedge funds are most similar to Greenline Wealth Management LLC?

The funds with the most similar 13F portfolios to Greenline Wealth Management LLC are Winslow ,, Telligent Fund,, WD RUTHERFORD, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ1 2026Greenline Wealth portfolio →

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Most similar hedge funds by 13F overlap

Greenline Wealth Management LLC is an institutional investor managing $87M across 94 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 Greenline Wealth are Winslow ,, Telligent Fund,, WD RUTHERFORD, with shared positions in $SNOW, $GE, $PLTR, $GEV, $AMD, $VRT. The full ranking of 25 similar funds is below.

#1Winslow Capital Management, LLCActive

Notable overlap · 9 shared positions

$SNOW $GE $PLTR $GEV $AMD $VRT

$25.6B

60 positions

#2Telligent Fund, LPActive

Notable overlap · 9 shared positions

$GE $VRT $PLTR $GEV $AMD $NBIS

$94M

24 positions

#3WD RUTHERFORD LLCPassive

Notable overlap · 8 shared positions

$GE $VRT $GEV $SNOW $USB $AMD

$225M

71 positions

#4Bouvel Investment Partners, LLCPassive

Notable overlap · 7 shared positions

$BAH $GE $VRT $SNOW $PLTR $PWR

$345M

78 positions

#5Legacy Bridge, LLCPassive

Notable overlap · 8 shared positions

$VRT $PLTR $GEV $SNOW $PWR $NBIS

$262M

320 positions

#6Carroll Investors, IncActive

Notable overlap · 6 shared positions

$SNOW $VRT $PLTR $GE $AMD $HWM

$187M

31 positions

#7Gunderson Capital Management Inc.Passive

Notable overlap · 8 shared positions

$GE $PLTR $GEV $AMD $PWR $NBIS

$239M

46 positions

#8KADENSA CAPITAL LtdActive

Notable overlap · 7 shared positions

$GE $PLTR $GEV $AMD $IBIT $PWR

$718M

39 positions

#9Lighthouse Financial LLCActive

Some overlap · 5 shared positions

$BAH $VRT $GE $GEV $SNOW

$166M

76 positions

#10Consilium Wealth Advisory, LLCActive

Some overlap · 6 shared positions

$SNOW $GE $GEV $PWR $MU $AMD

$293M

102 positions

#11National Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$BAH $PLTR $SNOW $GE $USB $MU

$269M

215 positions

#12BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$PLTR $GE $GEV $AMD $PWR $TJX

$360M

106 positions

#13LifeGoal Investments, LLCPassive

Some overlap · 5 shared positions

$SNOW $BAH $MU $USB $GEV

$175M

112 positions

#14Teamwork Financial Advisors, LLCPassive

Some overlap · 7 shared positions

$PLTR $GEV $GE $AMD $PWR $TJX

$946M

216 positions

#15Verde Capital ManagementActive

Some overlap · 5 shared positions

$SNOW $PLTR $USB $IBIT $GBTC

$468M

69 positions

#16Schear Investment Advisers, LLCPassive

Some overlap · 6 shared positions

$VRT $GEV $GE $AMD $TJX $MU

$227M

77 positions

#17Clarity Asset Management, Inc.Passive

Some overlap · 5 shared positions

$SNOW $BAH $CASY $MSTR $GE

$198M

290 positions

#18Murphy & Mullick Capital Management CorpPassive

Some overlap · 6 shared positions

$PLTR $GE $USB $GEV $AMD $MU

$135M

726 positions

#19BNB Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $BAH $MU

$156M

90 positions

#20Silvant Capital Management LLCActive

Some overlap · 7 shared positions

$GE $GEV $PLTR $VRT $PWR $HWM

$2.9B

315 positions

#21Lionshead Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SNOW $PLTR $AMD $PWR

$136M

108 positions

#22Kingsman Wealth Management, Inc.Active

Some overlap · 7 shared positions

$GE $PLTR $GEV $VRT $HWM $AMD

$178M

70 positions

#23Benchmark Investment Advisors LLCPassive

Some overlap · 6 shared positions

$VRT $PLTR $USB $GE $GEV $MU

$172M

76 positions

#24Vivid Wealth Management, LLCPassive

Some overlap · 7 shared positions

$GEV $PLTR $GE $AMD $PWR $TJX

$247M

66 positions

#25Mascagni Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$BAH $SNOW $PLTR

$140M

127 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.