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Hedge Funds Similar to Essex Financial Services,

13F Portfolio OverlapQ1 2026Essex Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Essex Financial Services, Inc. is an institutional investor managing $1.8B across 794 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 Essex Financial Services, are KOM Wealth Group,, M.E. ALLISON & ,, O'ROURKE & COMPANY,, with shared positions in $AGQ, $PHYS, $HUM, $MS, $KKR, $KO. The full ranking of 25 similar funds is below.

#1KOM Wealth Management Group, LLCActive
Some overlap · 6 shared positions
$AGQ$PHYS$HUM$MS$KKR$KO
$147M
89 positions
#2M.E. ALLISON & CO., INC.Passive
Some overlap · 6 shared positions
$KKR$HUM$IBM$BAH$GE$KO
$151M
193 positions
#3O'ROURKE & COMPANY, IncPassive
Some overlap · 5 shared positions
$KKR$AGQ$IBM$KO$HUM
$253M
171 positions
#4Accel Wealth ManagementPassive
Some overlap · 5 shared positions
$KKR$HUM$AGQ$MS$IBM
$383M
290 positions
#5TRANSCEND WEALTH COLLECTIVE, LLCPassive
Some overlap · 5 shared positions
$KKR$PHYS$HUM$AGQ$IBM
$1.2B
721 positions
#6Northwest Financial AdvisorsPassive
Some overlap · 6 shared positions
$AGQ$HUM$CRM$IBM$BAH$GE
$52M
66 positions
#7Sherman Wealth Management LLCPassive
Some overlap · 4 shared positions
$KKR$AGQ$HUM$GE
$116M
80 positions
#8WealthPLAN Partners, LLCPassive
Some overlap · 5 shared positions
$KKR$AGQ$MS$IBM$BAH
$518M
221 positions
#9MSH Capital Advisors LLCPassive
Some overlap · 4 shared positions
$KKR$AGQ$HUM$KO
$472M
273 positions
#10Montis Financial, LLCActive
Some overlap · 6 shared positions
$KKR$PHYS$HUM$AGQ$IBM$MS
$484M
150 positions
#11Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$KKR$TPL$MS
$742M
153 positions
#12MLP3, LLCPassive
Some overlap · 5 shared positions
$AGQ$KKR$MS$GE$KO
$91M
86 positions
#13Aprio Wealth Management, LLCPassive
Some overlap · 5 shared positions
$AGQ$HUM$MS$CRM$BAH
$1.8B
613 positions
#14MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$AGQ$PHYS$HUM$BAH$IBM$MS
$144M
99 positions
#15Arlington Trust Co LLCActive
Some overlap · 3 shared positions
$KKR$AGQ$HUM
$1.1B
844 positions
#16Onyx Bridge Wealth Group LLCPassive
Some overlap · 5 shared positions
$AGQ$KKR$HUM$CRM$BAH
$930M
373 positions
#17Finward BancorpPassive
Some overlap · 4 shared positions
$AGQ$KKR$HUM$KO
$125M
104 positions
#18Cannon Wealth Management Services, LLCPassive
Some overlap · 5 shared positions
$KKR$HUM$BAH$KO$GE
$148M
85 positions
#19WARNER FINANCIAL, INCActive
Some overlap · 5 shared positions
$KKR$HUM$IBM$BAH$MS
$292M
135 positions
#20RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$KKR$HUM$MS$IBM$KO
$181M
96 positions
#21Claris Financial LLCPassive
Some overlap · 5 shared positions
$KKR$AGQ$HUM$IBM$KO
$183M
177 positions
#22Stratos Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AGQ$HUM$MS$CRM$BAH
$1.6B
609 positions
#23Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$KKR$HUM$MS$IBM
$277M
154 positions
#24Lynx Investment AdvisoryPassive
Some overlap · 3 shared positions
$KKR$AGQ$HUM
$209M
181 positions
#25SBI Securities Co., Ltd.Passive
Some overlap · 5 shared positions
$KKR$HUM$IBM$KO$AGQ
$3.6B
4,018 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.