How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Greenline Partners

13F Portfolio OverlapQ2 2026Greenline Partners portfolio →

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Most similar hedge funds by 13F overlap

Greenline Partners, LLC is an institutional investor managing $983M across 149 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 Greenline Partners are McAlvany Wealth, Sankala Group, Upper Left Wealth, with shared positions in $GLDM, $SCCO, $ENB, $CNQ, $EPD, $RIO. The full ranking of 25 similar funds is below.

#1McAlvany Wealth Management LLCPassive

Notable overlap · 7 shared positions

$GLDM $SCCO $ENB $CNQ $EPD $RIO

$134M

48 positions

#2Sankala Group LLC

Notable overlap · 5 shared positions

$GLDM $ALB $IAUM $IAU $SCCO

$150M

631 positions

#3Upper Left Wealth Management, LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $IAUM $DE

$180M

73 positions

#4Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$GLDM $WMB $MKL

$318M

76 positions

#5NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$GLDM $IAU $DOV $IAUM

$270M

74 positions

#6KAYNE ANDERSON CAPITAL ADVISORS LPActive

Notable overlap · 6 shared positions

$TRP $ENB $LNG $WMB $EPD $OXY

$5.1B

53 positions

#7SHRIER WEALTH MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$ENB $WMB $BHP $IAU $RIO $FCX

$296M

134 positions

#8PEAK FINANCIAL ADVISORS LLCPassive

Notable overlap · 3 shared positions

$GLDM $LNG $CNQ

$242M

78 positions

#9TORTOISE CAPITAL ADVISORS, L.L.C.Active

Notable overlap · 5 shared positions

$TRP $ENB $LNG $WMB $EPD

$9.8B

91 positions

#10SL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$TRP $ENB $LNG $WMB $EPD

$57M

32 positions

#11CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive

Notable overlap · 5 shared positions

$TRP $LNG $WMB $ENB $EPD

$2.2B

73 positions

#12Cedar Point Capital Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAUM $DE

$174M

77 positions

#13SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $CB

$222M

100 positions

#14Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $IAUM

$313M

107 positions

#15Leading Edge Financial Planning LLCActive

Notable overlap · 3 shared positions

$GLDM $DOV $EPD

$562M

78 positions

#16Capital Innovations LLCPassive

Notable overlap · 4 shared positions

$TRP $ENB $LNG $WMB

$385M

51 positions

#17PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$GLDM $IAU $DOV

$374M

117 positions

#18Austin Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $DOV $EPD

$473M

126 positions

#19Integrity Wealth Solutions LLCActive

Notable overlap · 3 shared positions

$GLDM $DOV $IAU

$271M

129 positions

#20Hollow Brook Wealth Management LLCActive

Notable overlap · 3 shared positions

$GLDM $EPD $TTE

$504M

78 positions

#21SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$GLDM $BLK $LNG

$5.6B

669 positions

#223EDGE Asset Management, LPActive

Notable overlap · 3 shared positions

$GLDM $DOV $IAU

$2.2B

94 positions

#23VIEWPOINT INVESTMENT PARTNERS CORPPassive

Notable overlap · 6 shared positions

$ENB $LNG $TRP $BHP $CNQ $DOV

$290M

127 positions

#24VPR Management LLCActive

Notable overlap · 5 shared positions

$VALE $BHP $RIO $FCX $IAU

$249M

66 positions

#25Kraft, Davis & Associates, LLCActive

Notable overlap · 3 shared positions

$GLDM $ALB $DOV

$479M

155 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.