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Hedge Funds Similar to GREENWOOD GEARHART

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

GREENWOOD GEARHART INC is an institutional investor managing $2.1B across 168 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 GREENWOOD GEARHART are Horrell, Hexagon Partners, Junto, with shared positions in $JBHT, $HOMB, $TSN, $ETR, $OZK, $WFC. The full ranking of 25 similar funds is below.

#1Horrell Capital Management, Inc.Active
Notable overlap · 5 shared positions
$JBHT$HOMB$TSN$ETR$OZK
$219M
196 positions
#2Hexagon Capital Partners LLCActive
Some overlap · 3 shared positions
$JBHT$TSN$WFC
$711M
268 positions
#3Junto Capital Management LPPassive
Some overlap · 3 shared positions
$FWONA$JBHT$AXP
$5.7B
81 positions
#4Gibraltar Capital Management, Inc.Active
Some overlap · 5 shared positions
$CRM$KKR$J$TSN$WFC
$650M
125 positions
#5LaFleur & Godfrey LLCPassive
Some overlap · 4 shared positions
$AXP$CEG$CRM$SYK
$842M
149 positions
#6ZWJ INVESTMENT COUNSEL INCPassive
Some overlap · 3 shared positions
$AXP$J$TSN
$3.1B
290 positions
#7Infusive Asset Management Inc.Active
Some overlap · 3 shared positions
$AXP$CRM$MCD
$220M
30 positions
#8Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$AXP$CRM$WFC
$236M
52 positions
#9St. Louis Financial Planners Asset Management, LLCActive
Some overlap · 3 shared positions
$AXP$CRM$WFC
$188M
30 positions
#10Perennial Advisors, LLCPassive
Some overlap · 3 shared positions
$AXP$KKR$MCD
$649M
136 positions
#11ValueAct Holdings, L.P.Active
Some overlap · 3 shared positions
$CRM$KKR$TOST
$5.6B
18 positions
#12Dundas Partners LLPActive
Some overlap · 3 shared positions
$AXP$CRM$SYK
$1.4B
31 positions
#13VESTOR CAPITAL, LLCActive
Some overlap · 3 shared positions
$AXP$CEG$WFC
$486M
276 positions
#14VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$CRM$AXP$WFC
$367M
111 positions
#15Beaumont Asset Management, L.L.C.Smart money
Some overlap · 3 shared positions
$AXP$CRM$MCD
$257M
79 positions
#16Global Frontier Investments LLCActive
Some overlap · 4 shared positions
$AXP$KKR$WFC$OZK
$581M
30 positions
#17Grange Capital, LLCPassive
Some overlap · 3 shared positions
$KKR$CEG$GLW
$108M
54 positions
#18Lincoln Capital LLCActive
Slight overlap · 4 shared positions
$FWONA$AXP$GLW$MCD
$562M
137 positions
#19BEARING POINT CAPITAL, LLCPassive
Slight overlap · 4 shared positions
$AXP$CEG$GLW$SYK
$740M
203 positions
#20Cushing Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$KKR$CEG$MCD$SYK
$145M
99 positions
#21CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Slight overlap · 3 shared positions
$AXP$CRM$MCD
$195M
67 positions
#22PARTHENON LLCActive
Slight overlap · 4 shared positions
$AXP$CRM$GLW$SYK
$962M
133 positions
#23Ironwood Investment Counsel, LLCPassive
Slight overlap · 3 shared positions
$AXP$CRM$GLW
$762M
267 positions
#24LB Partners LLCActive
Slight overlap · 3 shared positions
$AXP$KKR$TOST
$147M
34 positions
#25Intrinsic Value Partners, LLCActive
Slight overlap · 3 shared positions
$AXP$J$WFC
$146M
73 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.