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Hedge Funds Similar to GREENBERG FINANCIAL GROUP

13F Portfolio OverlapQ4 2025GREENBERG FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

GREENBERG FINANCIAL GROUP is an institutional investor managing $243M across 113 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GREENBERG FINANCIAL GROUP are Conservest Advisors,, truNorth Financial Services,, Mine & Arao Wealth Creation & ,, with shared positions in $KKR, $DIA, $COP, $AGQ, $DIS, $IBM. The full ranking of 25 similar funds is below.

#1Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$KKR$DIA$COP
$1.1B
127 positions
#2truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$KKR$DIA$COP
$97M
49 positions
#3Mine & Arao Wealth Creation & Management, LLC.Active
Some overlap · 5 shared positions
$DIA$AGQ$DIS$IBM$VZ
$238M
75 positions
#4WASHBURN CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$DIA$VRT$BA
$172M
56 positions
#5Shulman DeMeo Asset Management LLCSmart money
Some overlap · 4 shared positions
$DIA$IBM$DIS$VZ
$471M
140 positions
#6Jacksonville Wealth Management, LLCActive
Some overlap · 3 shared positions
$DIA$DIS$AXON
$148M
68 positions
#7Graves-Light Private Wealth Management, Inc.Active
Some overlap · 4 shared positions
$KKR$COP$DIS$DIA
$961M
197 positions
#8Heck Capital Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$AGQ$COP
$1.3B
202 positions
#9Guardian Asset Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$COP$VRT
$171M
102 positions
#10Montis Financial, LLCActive
Some overlap · 4 shared positions
$KKR$COP$AGQ$IBM
$484M
150 positions
#11Berkeley Capital Partners, LLCActive
Some overlap · 3 shared positions
$KKR$COP$SBUX
$431M
184 positions
#12Mountain Hill Investment Partners Corp.Passive
Some overlap · 3 shared positions
$DIA$DIS$BA
$169M
205 positions
#13Latko Wealth Management, Ltd.Smart money
Some overlap · 3 shared positions
$DIA$COP$DIS
$205M
36 positions
#14Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$KKR$COP$SBUX
$356M
180 positions
#15HCR Wealth AdvisorsActive
Some overlap · 4 shared positions
$KKR$COP$VRT$BA
$964M
241 positions
#16Cambridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$DIA$KKR$COP
$295M
168 positions
#17APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$KKR$COP$BA
$117M
72 positions
#18Wolff Financial Management LLCActive
Some overlap · 3 shared positions
$KKR$COP$VZ
$453M
103 positions
#19Dickmeyer Boyce Financial Management, Inc.Passive
Some overlap · 3 shared positions
$KKR$SBUX$VZ
$170M
125 positions
#20VSM Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$KKR$COP$IBM
$335M
505 positions
#21STEEL GROVE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$DIA$VZ$AGQ
$949M
220 positions
#22Sage Financial Management Group, Inc.Active
Some overlap · 3 shared positions
$KKR$COP$IBM
$325M
57 positions
#23Forum Private Client Group LLCActive
Some overlap · 3 shared positions
$KKR$COP$VZ
$300M
80 positions
#24SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 4 shared positions
$KKR$SBUX$BA$FBTC
$139M
37 positions
#25SONATA CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$KKR$COP$IBM$SBUX
$271M
123 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.