What hedge funds are most similar to Greystone Financial Group, LLC?

The funds with the most similar 13F portfolios to Greystone Financial Group, LLC are Vertrix Wealth, MATRIX ASSET ADVISORS, DB Fitzpatrick, based on overlapping conviction holdings in the latest SEC filings.

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 Greystone Financial Group

13F Portfolio OverlapQ3 2026Greystone Financial Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Greystone Financial Group, LLC is an institutional investor managing $360M across 73 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 Greystone Financial Group are Vertrix Wealth, MATRIX ASSET ADVISORS, DB Fitzpatrick, with shared positions in $AMGN, $LIN, $MS, $BNY, $DUK, $SPG. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive

Substantial overlap · 17 shared positions

$AMGN $LIN $MS $BNY $DUK $SPG

$292M

99 positions

#2MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$AMGN $MS $BNY $SBUX $TXN $LMT

$1.2B

100 positions

#3DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$WM $TMO $AMGN $SBUX $SNPS $LMT

$121M

100 positions

#4HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 9 shared positions

$WM $DUK $MCD $LMT $TJX $EMR

$321M

107 positions

#5HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$BNY $AMGN $MCD $LMT $DUK $HON

$363M

92 positions

#6LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Notable overlap · 7 shared positions

$SPG $WM $DUK $CRWD $MCK $LMT

$213M

124 positions

#7Kinsale Capital Group, Inc.Active

Notable overlap · 6 shared positions

$AMGN $BNY $SNPS $TXN $MCD $MCK

$754M

41 positions

#8First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$WM $LMT $TXN $MCD $AMGN $HON

$529M

75 positions

#9Biondo Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$SPG $AMGN $LMT $DUK $MCD $NOW

$817M

89 positions

#10Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$EMR $AMGN $TXN $MCD $WM $LIN

$265M

100 positions

#11Brentview Investment Management LLCActive

Notable overlap · 5 shared positions

$MS $LIN $TJX $WM $MCK

$253M

63 positions

#12Stillwater Wealth Management Group

Notable overlap · 6 shared positions

$WM $LMT $TJX $AMGN $MCD $SPG

$187M

70 positions

#13CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$LIN $TJX $TMO $MCD $TXN $DUK

$767M

184 positions

#14McKinley Carter Wealth Services, Inc.Active

Notable overlap · 8 shared positions

$TJX $LIN $WM $MCK $BNY $TXN

$2.0B

323 positions

#15Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$TJX $MS $TXN $LIN $MCD $LMT

$455M

118 positions

#16Decker Wealth Management LLCActive

Notable overlap · 6 shared positions

$AMGN $CRWD $WM $TJX $LMT $DUK

$493M

122 positions

#17Yoffe Investment Management, LLCPassive

Notable overlap · 8 shared positions

$BNY $SNPS $SPG $MCD $AMGN $HON

$87M

113 positions

#18Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$BNY $TXN $MCD $AMGN $EMR $HON

$108M

52 positions

#19LYNCH & ASSOCIATES/INPassive

Notable overlap · 8 shared positions

$EMR $LMT $MCD $TXN $TJX $DUK

$699M

128 positions

#20Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$LIN $WM $LMT $MCD $DUK

$199M

38 positions

#21HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMGN $WM $DUK $TJX

$410M

53 positions

#22Center for Wealth Management AdvisoryActive

Notable overlap · 4 shared positions

$MS $BNY $DUK $LMT

$161M

62 positions

#23BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$BNY $LIN $MCD $DUK $LMT $TMO

$453M

121 positions

#24Wilkinson Global Asset Management LLCActive

Notable overlap · 5 shared positions

$AMGN $LIN $TJX $TXN $MCD

$1.3B

62 positions

#25Phraction Management LLCActive

Notable overlap · 6 shared positions

$LIN $TMO $TXN $SNPS $HON $HONA

$545M

67 positions

Compare Greystone Financial Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Greystone Financial Group’s holdings

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.