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Hedge Funds Similar to Greater Midwest Financial Group

13F Portfolio OverlapQ3 2026Greater Midwest Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Greater Midwest Financial Group, LLC is an institutional investor managing $213M across 69 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Greater Midwest Financial Group are OLD REPUBLIC INTERNATIONAL, InTrack Investment, TILIA FIDUCIARY PARTNERS, with shared positions in $CMI, $ETN, $QCOM, $BMY, $EMR, $MCK. The full ranking of 25 similar funds is below.

#1OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 5 shared positions
$CMI$ETN$QCOM$BMY$EMR
$2.2B
70 positions
#2InTrack Investment Management IncPassive
Notable overlap · 4 shared positions
$MCK$FTNT$ETN$NEE
$207M
106 positions
#3TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$MCK$TMO$ETN$NEE
$217M
114 positions
#4PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$MCK$CMI$ETN
$175M
73 positions
#5Lynch Asset Management, Inc.Smart money
Some overlap · 6 shared positions
$CRWD$CMI$ETN$QCOM$MCK$EMR
$366M
52 positions
#6SFE Investment CounselPassive
Some overlap · 6 shared positions
$QCOM$CMI$NEE$ETN$ABT$USB
$742M
152 positions
#7Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$ETN$NEE$TMO$QCOM$NVT$USB
$170M
61 positions
#8Haverford Trust CoActive
Some overlap · 5 shared positions
$ETN$NEE$TMO$NVT$MCK
$11.6B
424 positions
#9DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$ETN$FTNT$TMO$CMI
$121M
100 positions
#10WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$CRWD$CMI$MCK$NEE
$263M
78 positions
#11BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 6 shared positions
$CMI$QCOM$MCK$NEE$ALL$JCI
$405M
98 positions
#12Miller Financial Services LLCPassive
Some overlap · 5 shared positions
$CRWD$ETN$BMY$ABT$ALL
$132M
155 positions
#13Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$TMO$QCOM$NEE$MCK$BMY
$8.0B
102 positions
#14Integras Partners LLCPassive
Some overlap · 5 shared positions
$BMY$CMI$NEE$CRWD$USB
$181M
100 positions
#15BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 6 shared positions
$ETN$CRWD$QCOM$BMY$TMO$EMR
$371M
394 positions
#16Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$ETN$MCK$NEE$TMO
$339M
49 positions
#17Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$CMI$QCOM$NEE$ABT$USB$EMR
$204M
95 positions
#18Nemes Rush Group LLCPassive
Some overlap · 5 shared positions
$CRWD$ETN$QCOM$ALL$JCI
$1.2B
954 positions
#19Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CMI$NVT$MCK$ETN$TMO
$487M
628 positions
#20SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive
Some overlap · 4 shared positions
$CMI$TMO$QCOM$ABT
$244M
321 positions
#21Stone Summit Wealth LLCPassive
Some overlap · 4 shared positions
$CMI$QCOM$NEE$BMY
$370M
137 positions
#22SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 4 shared positions
$CMI$QCOM$TMO$ABT
$217M
287 positions
#23Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$CRWD$FTNT$QCOM
$169M
77 positions
#24Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$MCK$CMI$TMO
$3.0B
312 positions
#25Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$ETN$TMO
$271M
55 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.