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Hedge Funds Similar to GREENLEAF

13F Portfolio OverlapQ2 2026GREENLEAF portfolio →
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Most similar hedge funds by 13F overlap

GREENLEAF TRUST is an institutional investor managing $10.4B across 867 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 GREENLEAF are First Western Bank, Manitou Investment Ltd., C Partners Holding GmbH, with shared positions in $SYK, $DHR, $TJX, $SPGI, $ROP, $BKNG. The full ranking of 25 similar funds is below.

#1First Western Trust BankSmart money
Highly similar · 4 shared positions
$SYK$DHR$TJX$SPGI
$2.1B
215 positions
#2Manitou Investment Management Ltd.Smart money
Some overlap · 4 shared positions
$SYK$DHR$ROP$TJX
$538M
48 positions
#3C Partners Holding GmbHActive
Some overlap · 3 shared positions
$SYK$SPGI$BKNG
$330M
15 positions
#4WORMSER FRERES GESTIONPassive
Some overlap · 3 shared positions
$SYK$DHR$KLAC
$177M
66 positions
#5Stonehage Fleming Financial Services Holdings Ltd
Some overlap · 5 shared positions
$SYK$SPGI$BKNG$KLAC$TJX
$2.9B
215 positions
#6Bey-Douglas LLC
Some overlap · 4 shared positions
$SYK$SPGI$CRM$BKNG
$115M
56 positions
#7JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$TJX$KLAC
$4.1B
83 positions
#8Suncoast Equity ManagementActive
Some overlap · 3 shared positions
$SYK$SPGI$TJX
$798M
63 positions
#9RIT CAPITAL PARTNERS PLCActive
Some overlap · 3 shared positions
$SYK$SPGI$BKNG
$621M
13 positions
#10NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$SYK$DHR$CRM$TJX$KLAC
$341M
91 positions
#11DAVIS-REA LTD.Active
Some overlap · 3 shared positions
$SYK$SPGI$ROP
$351M
45 positions
#12Bath Savings Trust CoActive
Some overlap · 3 shared positions
$SYK$DHR$TJX
$965M
177 positions
#13PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$SYK$SPGI$TJX$BKNG
$836M
93 positions
#14LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$SYK$AMT$DHR$TJX
$10.3B
565 positions
#15FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SYK$SPGI$BKNG
$4.8B
92 positions
#16WENDELL DAVID ASSOCIATES INCActive
Some overlap · 3 shared positions
$SYK$DHR$TJX
$947M
155 positions
#17Act Two Investors LLCActive
Some overlap · 3 shared positions
$SYK$CP$BKNG
$495M
37 positions
#18MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 3 shared positions
$SYK$AMT$DHR
$1.0B
33 positions
#19Veritas Asset Management LLPActive
Some overlap · 4 shared positions
$SYK$SPGI$CP$CRM
$5.6B
21 positions
#20Peak Asset Management, LLCPassive
Some overlap · 4 shared positions
$SYK$SPGI$CRM$BKNG
$680M
181 positions
#21ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$SYK$DHR$CRM$TJX$HON
$248M
96 positions
#22Evelyn Partners Investment Management Services Ltd
Some overlap · 5 shared positions
$SYK$SPGI$MDLZ$TJX$BKNG
$850M
281 positions
#23DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$SYK$DHR$CRM
$124M
100 positions
#24COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$SYK$SPGI$ROP
$1.7B
91 positions
#25Capital Investment Services of America, Inc.Active
Some overlap · 5 shared positions
$SYK$DHR$TJX$ROP$BKNG
$1.0B
83 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.