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Hedge Funds Similar to Greenfield Savings Bank

13F Portfolio OverlapQ3 2026Greenfield Savings Bank portfolio →
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Most similar hedge funds by 13F overlap

Greenfield Savings Bank is an institutional investor managing $264M across 147 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 Greenfield Savings Bank are Kinsale Group, SWP Investment, BankPlus Department, with shared positions in $PGR, $PM, $STLD, $TXN, $MCD, $AXP. The full ranking of 25 similar funds is below.

#1Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$PGR$PM$STLD$TXN$MCD
$754M
41 positions
#2SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$AXP$PGR$PM$NEE
$145M
43 positions
#3BankPlus Trust DepartmentActive
Some overlap · 6 shared positions
$PGR$TXN$LMT$AXP$NEE$VLO
$428M
470 positions
#4Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$NEE$TXN$LMT$MCD
$455M
118 positions
#5Ark Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$NEE$LMT$MCD$VLO
$113M
87 positions
#6SEARLE & CO.Passive
Some overlap · 5 shared positions
$AXP$PM$MCD$BMY$TXN
$445M
194 positions
#7First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$PM$NEE$TXN$LMT$MCD
$529M
75 positions
#8Willis Investment CounselActive
Some overlap · 6 shared positions
$AXP$TXN$LMT$MCD$FTNT$VLO
$2.0B
128 positions
#9BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$AXP$PM$NEE$PGR
$171M
116 positions
#10HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$AXP$NEE$LMT$MCD$BMY
$321M
107 positions
#11Narwhal Capital ManagementActive
Some overlap · 5 shared positions
$AXP$NEE$LMT$PM$VLO
$1.4B
157 positions
#12Strategic Wealth Partners, Ltd.Passive
Some overlap · 4 shared positions
$AXP$PM$NEE$PGR
$1.6B
1,462 positions
#13First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 5 shared positions
$PGR$TXN$MCD$FTNT$VLO
$503M
128 positions
#14Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$AXP$PM$TXN$MCD
$637M
146 positions
#15FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 4 shared positions
$PGR$AXP$NEE$MCD
$1.7B
208 positions
#16CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$AXP$PM$TXN$FTNT
$171M
71 positions
#17Meiji Yasuda America IncActive
Some overlap · 4 shared positions
$AXP$PM$NEE$PGR
$764M
57 positions
#18Exchange BankPassive
Some overlap · 5 shared positions
$PM$NEE$TXN$BMY$AXP
$162M
129 positions
#19GoalVest Advisory LLCActive
Some overlap · 5 shared positions
$NEE$LMT$MCD$PM$VLO
$578M
725 positions
#20AMICA MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$PM$TXN$MCD$NEE$AXP
$1.2B
142 positions
#21Paradiem, LLCPassive
Some overlap · 5 shared positions
$NEE$STLD$LMT$VLO$FTNT
$464M
68 positions
#22LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$AXP$STLD$MCD$NEE
$782M
179 positions
#23Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$PM$LMT$MCD$BMY$FTNT
$259M
118 positions
#24Hilton Head Capital Partners, LLCPassive
Some overlap · 5 shared positions
$PM$LMT$FTNT$VLO$NEE
$185M
877 positions
#25SageGuard Financial Group, LLCPassive
Some overlap · 4 shared positions
$PGR$STLD$LMT$MCD
$712M
211 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.