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 ENVESTNET ASSET

13F Portfolio OverlapQ1 2026ENVESTNET ASSET portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ENVESTNET ASSET MANAGEMENT INC is an institutional investor managing $373.6B across 4,703 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 ENVESTNET ASSET are Professional Financial Advisors,, TD PRIVATE CLIENT WEALTH, Westfuller Advisors,, with shared positions in $SE, $SNOW, $MS, $USB, $BRZE, $MKL. The full ranking of 25 similar funds is below.

#1Professional Financial Advisors, LLCActive

Some overlap · 7 shared positions

$SE $SNOW $MS $USB $BRZE $MKL

$491M

137 positions

#2TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 8 shared positions

$SE $MS $VLTO $USB $SNOW $COP

$4.8B

1,649 positions

#3Westfuller Advisors, LLCPassive

Some overlap · 6 shared positions

$SE $SNOW $MS $VLTO $BRZE $MKL

$232M

756 positions

#4FC Advisory LLCActive

Some overlap · 8 shared positions

$SNOW $MS $VLTO $DHR $USB $BRZE

$342M

115 positions

#5Prosperity Planning, Inc.Active

Some overlap · 6 shared positions

$SE $SNOW $VLTO $USB $COP $BRZE

$395M

110 positions

#6Element Wealth, LLCPassive

Some overlap · 5 shared positions

$SE $SNOW $MS $DHR $WT

$242M

207 positions

#7rebel Financial LLCPassive

Some overlap · 5 shared positions

$SE $SNOW $VLTO $USB $WT

$231M

65 positions

#8Smith Partners Wealth Management, LLCPassive

Some overlap · 6 shared positions

$SE $SNOW $USB $PM $MKL $WT

$112M

76 positions

#9Foundation Wealth Management, LLC\PAActive

Some overlap · 5 shared positions

$SE $SNOW $USB $COP $MKL

$284M

91 positions

#10TrustWell Financial Advisors, LLCActive

Some overlap · 6 shared positions

$SE $SNOW $USB $COP $BRZE $MKL

$106M

70 positions

#11Coordinated Financial Services, Inc.Passive

Some overlap · 5 shared positions

$SE $SNOW $USB $COP $BRZE

$174M

176 positions

#12PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Some overlap · 7 shared positions

$SNOW $VLTO $USB $DHR $COP $BRZE

$1.4B

283 positions

#13C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdPassive

Some overlap · 5 shared positions

$SE $SNOW $VLTO $MS $WT

$1.8B

403 positions

#14Capital Asset Managemnet, LLCPassive

Some overlap · 5 shared positions

$SE $SNOW $VLTO $BRZE $USB

$89M

77 positions

#15Addison Capital CoPassive

Some overlap · 5 shared positions

$SE $SNOW $PM $COP $WT

$562M

182 positions

#16Centurion Wealth Management LLCPassive

Some overlap · 6 shared positions

$SNOW $SE $MS $VLTO $USB $WT

$444M

316 positions

#17MCF Advisors LLCPassive

Some overlap · 4 shared positions

$SE $SNOW $MS $DHR

$2.3B

1,338 positions

#18Storen Legacy Partners, LLCPassive

Some overlap · 6 shared positions

$SE $MS $DHR $PM $COP $VLTO

$319M

102 positions

#19Cornerstone Financial Management LLCPassive

Some overlap · 6 shared positions

$SNOW $SE $MS $VLTO $USB $COP

$109M

1,311 positions

#20TRB Wealth Management, LLCPassive

Some overlap · 7 shared positions

$SNOW $MS $SE $PM $COP $BRZE

$704M

285 positions

#21Oakmont Advisory Group, LLCPassive

Slight overlap · 6 shared positions

$SNOW $MS $VLTO $USB $DHR $COP

$98M

119 positions

#22IFG Advisors, LLCActive

Slight overlap · 5 shared positions

$SE $SNOW $COP $MS $PM

$611M

149 positions

#23Savant Capital, LLCActive

Slight overlap · 7 shared positions

$SNOW $DHR $SE $USB $BRZE $MKL

$20.7B

1,500 positions

#24SEEDS INVESTOR LLCPassive

Slight overlap · 5 shared positions

$SE $SNOW $DHR $COP $MKL

$735M

350 positions

#25Integrated Wealth ManagementPassive

Slight overlap · 5 shared positions

$SE $SNOW $VLTO $COP $BRZE

$87M

95 positions

Compare ENVESTNET ASSET’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 ENVESTNET ASSET’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.