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Hedge Funds Similar to ENTERPRISE FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026ENTERPRISE FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

ENTERPRISE FINANCIAL SERVICES CORP is an institutional investor managing $245M across 184 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 ENTERPRISE FINANCIAL SERVICES are Graver, COTTONWOOD ADVISORS, ABSHER WEALTH, with shared positions in $PEP, $YUM, $MCD, $ITW, $EMR, $DE. The full ranking of 25 similar funds is below.

#1Graver Capital Management, LLCSmart money
Some overlap · 3 shared positions
$PEP$YUM$MCD
$140M
26 positions
#2COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$PEP$ITW$MCD$EMR$DE
$166M
90 positions
#3ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$PEP$MCD$EMR$DE
$878M
73 positions
#4Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$PEP$YUM$NEE
$321M
82 positions
#5COERENTE CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$PEP$USB$ITW$EMR
$543M
43 positions
#6OPUS INVESTMENT MANAGEMENT INCSmart money
Some overlap · 3 shared positions
$PEP$NEE$MCD
$183M
31 positions
#7Tyche Wealth Partners LLCPassive
Some overlap · 3 shared positions
$PEP$NEE$MCD
$712M
339 positions
#8MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$PEP$USB$NEE
$1.2B
100 positions
#9New Capital Management LPSmart money
Some overlap · 3 shared positions
$PEP$YUM$AON
$439M
60 positions
#10Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$PEP$USB$ITW$MCD$EMR
$265M
100 positions
#11Clark & Stuart, IncPassive
Some overlap · 3 shared positions
$PEP$ITW$EMR
$162M
52 positions
#12HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$PEP$YUM$MCD
$252M
43 positions
#13Winthrop Capital Management, LLCPassive
Some overlap · 4 shared positions
$PEP$YUM$USB$NEE
$414M
351 positions
#14Sterling Wealth Management, Inc.Active
Some overlap · 5 shared positions
$PEP$YUM$ITW$MCD$DE
$388M
115 positions
#15Cairn Investment Group, Inc.Active
Some overlap · 3 shared positions
$PEP$USB$EMR
$227M
65 positions
#16Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$PEP$NEE$MCD$EMR
$486M
109 positions
#17CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$PEP$USB$MCD$DE
$1.5B
78 positions
#18Borer Denton & Associates, Inc.Passive
Some overlap · 4 shared positions
$PEP$ITW$MCD$AON
$305M
74 positions
#19CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$PEP$YUM$NEE$MCD
$195M
67 positions
#20Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$PEP$NEE$ITW$EMR
$170M
121 positions
#21DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$PEP$ITW$MCD$DE
$275M
99 positions
#22InvesTrustPassive
Some overlap · 5 shared positions
$PEP$USB$ITW$MCD$EMR
$247M
91 positions
#23Windle Wealth, LLCActive
Some overlap · 3 shared positions
$PEP$ITW$MCD
$249M
35 positions
#24CHAPMAN FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$PEP$USB$ITW$MCD
$152M
263 positions
#25Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$PEP$NEE$MCD
$513M
70 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.