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Hedge Funds Similar to ENTERPRISE FINANCIAL SERVICES

13F Portfolio OverlapQ1 2026ENTERPRISE FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

ENTERPRISE FINANCIAL SERVICES CORP is an institutional investor managing $197M across 167 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ENTERPRISE FINANCIAL SERVICES are Western Financial /CA, NS Partners Ltd, CONSCIOUS WEALTH INVESTMENTS,, with shared positions in $EFSC, $AMAT, $MU, $YUM, $NEE, $MCD. The full ranking of 25 similar funds is below.

#1Western Financial Corp/CAActive
Notable overlap · 3 shared positions
$EFSC$AMAT$MU
$255M
127 positions
#2NS Partners LtdActive
Some overlap · 5 shared positions
$YUM$AMAT$NEE$MCD$T
$2.2B
71 positions
#3CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$YUM$AMAT$NEE$USB
$180M
58 positions
#4Finivi Inc.Passive
Some overlap · 6 shared positions
$NEE$USB$MCD$AMAT$T$DE
$183M
103 positions
#5LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$NEE$MCD$ITW$USB$EMR$IBM
$533M
126 positions
#6J. Safra Sarasin Holding AGPassive
Some overlap · 6 shared positions
$AMAT$MCD$ITW$EMR$T$IBM
$5.9B
542 positions
#7Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$AMAT$USB$MCD$ITW$DE
$184M
32 positions
#8S-Bank Fund Management LtdActive
Some overlap · 5 shared positions
$AMAT$NEE$MCD$MU$EMR
$671M
178 positions
#9TOCQUEVILLE ASSET MANAGEMENT L.P.Passive
Some overlap · 5 shared positions
$AMAT$NEE$USB$MU$DE
$6.7B
547 positions
#10Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$AMAT$MCD$USB$EMR$ITW
$337M
109 positions
#11Somerset Trust CoPassive
Some overlap · 5 shared positions
$NEE$MCD$MU$ITW$EMR
$326M
174 positions
#12TriaGen Wealth Management LLCPassive
Some overlap · 5 shared positions
$NEE$USB$MCD$MU$T
$366M
171 positions
#13Severin Investments, LLCPassive
Some overlap · 6 shared positions
$USB$MU$NEE$MCD$T$IBM
$116M
171 positions
#14Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$NEE$ITW$EMR$T$DE$IBM
$215M
125 positions
#15CAPE ANN SAVINGS BANKPassive
Some overlap · 5 shared positions
$AMAT$NEE$MCD$DE$IBM
$199M
121 positions
#16MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$NEE$USB$MCD$EMR$T
$246M
145 positions
#17Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$YUM$MCD$USB$ITW
$215M
74 positions
#18WOODSTOCK CORPActive
Some overlap · 5 shared positions
$NEE$AMAT$ITW$EMR$FTNT
$1.1B
156 positions
#19Loudon Investment Management, LLCPassive
Some overlap · 5 shared positions
$NEE$USB$ITW$EMR$DE
$186M
95 positions
#20FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$NEE$USB$MCD$T$IBM
$1.5B
235 positions
#21Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$USB$MCD$ITW$EMR$IBM
$245M
98 positions
#22Churchill Financial Advisors, LLCActive
Some overlap · 5 shared positions
$AMAT$MCD$DE$YUM$IBM
$476M
123 positions
#23Integras Partners LLCPassive
Some overlap · 5 shared positions
$USB$MCD$ITW$NEE$IBM
$152M
69 positions
#24InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$AMAT$NEE$MCD$FTNT
$175M
108 positions
#25Callahan Advisors, LLCPassive
Some overlap · 4 shared positions
$AMAT$NEE$MCD$FTNT
$1.2B
177 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.