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Hedge Funds Similar to Green Ridge Wealth Planning

13F Portfolio OverlapQ1 2026Green Ridge Wealth Planning portfolio →
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Most similar hedge funds by 13F overlap

Green Ridge Wealth Planning LLC is an institutional investor managing $238M 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 Green Ridge Wealth Planning are Intellus Advisors, 5T Wealth,, Ipsen Advisor Group, with shared positions in $AMD, $IAU, $UPS, $CRWD, $GSAT, $KKR. The full ranking of 25 similar funds is below.

#1Intellus Advisors LLCActive
Some overlap · 4 shared positions
$AMD$IAU$UPS$CRWD
$732M
125 positions
#25T Wealth, LLCPassive
Some overlap · 3 shared positions
$GSAT$IAU$KKR
$253M
129 positions
#3Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$GSAT$IAU$WM
$143M
104 positions
#4Old Port AdvisorsPassive
Some overlap · 5 shared positions
$IAU$GSAT$KKR$IBM$WM
$434M
239 positions
#5WealthCare Investment Partners, LLCPassive
Some overlap · 3 shared positions
$GSAT$IAU$CRM
$360M
191 positions
#6BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$GSAT$IAU$CRWD
$437M
115 positions
#7Comprehensive Money Management Services LLCPassive
Some overlap · 3 shared positions
$GSAT$IAU$CRM
$152M
193 positions
#8American Alpha Advisors, LLCActive
Some overlap · 3 shared positions
$GSAT$AMD$CRWD
$188M
96 positions
#9Burk Holdings LLCPassive
Some overlap · 3 shared positions
$AMD$IAU$IBM
$233M
676 positions
#10SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 4 shared positions
$IAU$GSAT$CRM$AXP
$199M
97 positions
#11BCWM, LLCPassive
Some overlap · 3 shared positions
$IAU$AMD$UPS
$353M
57 positions
#12INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive
Some overlap · 5 shared positions
$AMD$UPS$KKR$IBM$AXP
$244M
182 positions
#13GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$AMD$UPS$CRM$IBM$CRWD
$109M
70 positions
#14Sage Investment Advisers LLCPassive
Some overlap · 5 shared positions
$IAU$AMD$KKR$IBM$WM
$135M
89 positions
#15Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$AMD$GSAT$IBM$CRWD$AXP
$486M
127 positions
#16Approach Retirement Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$AMD$KKR$IBM
$120M
79 positions
#17Everest Financial Group LLCPassive
Some overlap · 4 shared positions
$AMD$IAU$CRM$CRWD
$607M
199 positions
#18WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$IAU$GSAT$KKR
$284M
123 positions
#19Sage Capital Management, LLCPassive
Some overlap · 5 shared positions
$GSAT$AMD$IBM$CRWD$AXP
$213M
163 positions
#20Decker Wealth Management LLCPassive
Some overlap · 4 shared positions
$GSAT$KKR$IBM$WM
$441M
105 positions
#21Cooper Financial GroupPassive
Some overlap · 3 shared positions
$GSAT$UPS$IBM
$989M
425 positions
#22First Financial Group CorpActive
Some overlap · 5 shared positions
$IAU$GSAT$IBM$CRWD$COF
$122M
80 positions
#23NTV ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$IAU$AMD$IBM$WM
$910M
311 positions
#24Verity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$AMD$IAU$KKR$IBM
$238M
213 positions
#25Rachor Investment Advisory Services, LLCActive
Some overlap · 3 shared positions
$IAU$AMD$AXP
$190M
464 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.