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Hedge Funds Similar to Green Ridge Wealth Planning

13F Portfolio OverlapQ2 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 Q2 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 Vision, SIGMA INVESTMENT COUNSELORS, Ipsen Advisor Group, with shared positions in $UPS, $IAU, $QCOM, $CRM, $COF, $SBUX. The full ranking of 25 similar funds is below.

#1Vision Capital Management, Inc.Active
Some overlap · 7 shared positions
$UPS$IAU$QCOM$CRM$COF$SBUX
$876M
156 positions
#2SIGMA INVESTMENT COUNSELORS INCActive
Slight overlap · 4 shared positions
$UPS$IAU$CRWD$NEE
$2.1B
218 positions
#3Ipsen Advisor Group LLCPassive
Slight overlap · 4 shared positions
$UPS$IAU$WM$NEE
$155M
107 positions
#4Intellus Advisors LLCActive
Slight overlap · 3 shared positions
$UPS$IAU$CRWD
$823M
134 positions
#5Shum Financial Group, Inc.Passive
Slight overlap · 4 shared positions
$UPS$CRWD$QCOM$CRM
$166M
106 positions
#6GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Slight overlap · 4 shared positions
$UPS$CRWD$CRM$NEE
$135M
78 positions
#7Townsend & Associates, IncActive
Slight overlap · 3 shared positions
$UPS$IAU$WM
$1.2B
115 positions
#8Centric Wealth ManagementPassive
Slight overlap · 3 shared positions
$UPS$CRWD$WM
$643M
209 positions
#9LIBERTY WEALTH MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$UPS$IAU$WM
$800M
268 positions
#10Kessler Investment Group, LLCPassive
Slight overlap · 3 shared positions
$UPS$CRWD$CRM
$234M
81 positions
#11Bluebird Wealth Management LLCPassive
Slight overlap · 3 shared positions
$UPS$CRWD$AXP
$115M
89 positions
#12Ironwood Investment Counsel, LLCPassive
Slight overlap · 4 shared positions
$UPS$QCOM$CRM$AXP
$762M
267 positions
#13WBI INVESTMENTS, LLCPassive
Slight overlap · 3 shared positions
$UPS$CRWD$AXP
$403M
286 positions
#14ARQ WEALTH ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$UPS$WM$AXP$COF
$807M
209 positions
#15South Shore Capital AdvisorsPassive
Slight overlap · 5 shared positions
$CRWD$IAU$AXP$COF$NEE
$149M
154 positions
#16Collar Capital Management, LLCPassive
Slight overlap · 4 shared positions
$UPS$QCOM$CRM$SBUX
$170M
73 positions
#17Centerline Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$UPS$IAU$NEE
$319M
79 positions
#18First Pacific FinancialPassive
Slight overlap · 3 shared positions
$UPS$CRWD$NEE
$839M
510 positions
#19TICINO WEALTHPassive
Slight overlap · 3 shared positions
$UPS$CRWD$QCOM
$317M
135 positions
#20SHRIER WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$UPS$IAU$WM
$296M
134 positions
#21Cohen Investment Advisors LLCPassive
Slight overlap · 4 shared positions
$UPS$CRM$SBUX$NEE
$223M
81 positions
#22Cypress Wealth Services, LLCPassive
Slight overlap · 3 shared positions
$UPS$IAU$AXP
$815M
436 positions
#23MERIDIAN INVESTMENT COUNSEL INC.Passive
Slight overlap · 4 shared positions
$IAU$CRWD$QCOM$COF
$466M
250 positions
#24ABLES, IANNONE, MOORE & ASSOCIATES, INC.Active
Slight overlap · 4 shared positions
$UPS$WM$ABNB$NEE
$188M
62 positions
#25Flavin Financial Services, Inc.Passive
Slight overlap · 4 shared positions
$UPS$COF$SBUX$NEE
$175M
81 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.