Hedge Funds Similar to Essex Financial Services

13F Portfolio OverlapQ2 2026Essex Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Essex Financial Services, Inc. is an institutional investor managing $2.0B across 836 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 Essex Financial Services are American Money, Annex Advisory Services, 1900 WEALTH, with shared positions in $TPL, $ASML, $PM, $BAH, $ALAB, $PHYS. The full ranking of 25 similar funds is below.

#1American Money Management, LLCPassive

Slight overlap · 3 shared positions

$700M

174 positions

#2Annex Advisory Services, LLCActive

Slight overlap · 3 shared positions

$5.9B

356 positions

#31900 WEALTH MANAGEMENT LLCSmart money

Slight overlap · 3 shared positions

$1.8B

312 positions

#4Atlas Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$92M

64 positions

#5SpringVest Wealth Management LLCActive

Slight overlap · 3 shared positions

$ALAB $PHYS $PM

$159M

74 positions

#6Paragon Advisors, LLCActive

Slight overlap · 3 shared positions

$ALAB $BAH $ASML

$476M

77 positions

#7Asset One Wealth Management LLCPassive

Slight overlap · 3 shared positions

$PHYS $BAH $ASML

$948M

347 positions

#8FIRST MANHATTAN CO. LLC.Active

Slight overlap · 3 shared positions

$39.2B

742 positions

#9ADE, LLCActive

Slight overlap · 3 shared positions

$237M

93 positions

#10Knoll Capital Management, LLCActive

Slight overlap · 3 shared positions

$179M

37 positions

#11Parkwood LLCActive

Slight overlap · 3 shared positions

$ALAB $ASML $PM

$1.4B

72 positions

#12J. M. Brown & Associates Inc.Passive

Slight overlap · 3 shared positions

$ALAB $ASML $PM

$175M

167 positions

#13Peterson Wealth ServicesPassive

Slight overlap · 3 shared positions

$ALAB $ASML $PM

$459M

245 positions

#14Phraction Management LLCActive

Slight overlap · 3 shared positions

$PHYS $ASML $PM

$596M

66 positions

#15Elevate Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$PHYS $ASML $PM

$182M

77 positions

#16Bleakley Financial Group, LLCPassive

Slight overlap · 3 shared positions

$PHYS $ASML $PM

$7.9B

944 positions

#17VectorGlobal IAG, Inc.

Slight overlap · 3 shared positions

$PHYS $ASML $ALAB

$385M

134 positions

#18FDx Advisors, Inc.Passive

Slight overlap · 3 shared positions

$ALAB $ASML $PM

$332M

179 positions

#19Guild Investment Management, Inc.Passive

Slight overlap · 3 shared positions

$PHYS $ASML $TPL

$146M

59 positions

#20CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Slight overlap · 3 shared positions

$ALAB $ASML $PM

$284M

96 positions

#21United Advisor Group, LLCPassive

Slight overlap · 3 shared positions

$948M

544 positions

#22WEALTH ALLIANCE, LLCPassive

Slight overlap · 3 shared positions

$1.2B

573 positions

#23Sugar Maple Asset Management, LLCPassive

Slight overlap · 3 shared positions

$BAH $ASML $ALAB

$155M

81 positions

#24Straight Path Wealth ManagementActive

Slight overlap · 3 shared positions

$ALAB $PHYS $PM

$428M

141 positions

#25Bulwark Capital CorpActive

Slight overlap · 3 shared positions

$PHYS $PM $ASML

$178M

105 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.