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Hedge Funds Similar to Financial Engines Advisors L.L.C.

13F Portfolio OverlapQ2 2026Financial Engines Advisors L.L.C. portfolio →
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Most similar hedge funds by 13F overlap

Financial Engines Advisors L.L.C. is an institutional investor managing $56.3B across 552 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 Financial Engines Advisors L.L.C. are Friday Financial, ELEMENT POINTE ADVISORS, May Barnhard Investments, with shared positions in $STT, $IBIT, $MDY, $PLTR, $BNY, $ODFL. The full ranking of 25 similar funds is below.

#1Friday FinancialActive
Substantial overlap · 4 shared positions
$STT$IBIT$MDY$PLTR
$506M
119 positions
#2ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 4 shared positions
$STT$IBIT$BNY$MDY
$709M
91 positions
#3May Barnhard Investments LLCActive
Notable overlap · 4 shared positions
$STT$ODFL$BNY$MDY
$243M
87 positions
#4Graetz Wealth LLCActive
Notable overlap · 4 shared positions
$STT$IBIT$PLTR$TT
$127M
84 positions
#5American National Bank of TexasActive
Notable overlap · 3 shared positions
$STT$MDY$TT
$109M
52 positions
#6Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$STT$IBIT$TT
$193M
68 positions
#7Pitcairn Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$STT$MUFG$MDY
$913M
281 positions
#8FLOW TRADERS U.S. LLCPassive
Notable overlap · 3 shared positions
$STT$MDY$PLTR
$2.4B
979 positions
#9Convergence Financial, LLCPassive
Notable overlap · 3 shared positions
$STT$IBIT$PLTR
$714M
262 positions
#10Atlas Private Wealth AdvisorsActive
Notable overlap · 4 shared positions
$STT$PLTR$TT$IBIT
$462M
149 positions
#11IAG Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$STT$BA$MDY
$1.0B
508 positions
#12SACKS & ASSOCIATES, LLCPassive
Notable overlap · 3 shared positions
$STT$IBIT$KMI
$143M
79 positions
#13Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$STT$BA$TT
$239M
85 positions
#14MATAURO, LLCActive
Some overlap · 3 shared positions
$STT$IBIT$PLTR
$756M
158 positions
#15Foguth Wealth Management, LLC.Active
Some overlap · 3 shared positions
$STT$PLTR$AXON
$986M
227 positions
#16Horizons Wealth Management
Some overlap · 3 shared positions
$STT$MDY$IBIT
$160M
165 positions
#17AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Some overlap · 3 shared positions
$STT$BNY$MUFG
$217M
101 positions
#18Apeiron RIA LLCActive
Some overlap · 3 shared positions
$IBIT$BNY$MDY
$440M
136 positions
#19Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$BNY$IBIT
$254M
128 positions
#20Paladin Advisory Group, LLCPassive
Some overlap · 3 shared positions
$STT$MDY$TT
$151M
243 positions
#21Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$BA$PLTR
$251M
74 positions
#22J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$STT$BNY$TPL
$103M
102 positions
#23CAP Partners, LLCPassive
Some overlap · 3 shared positions
$STT$IBIT$PLTR
$218M
169 positions
#24Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$STT$IBIT$MDY
$309M
142 positions
#25Brevan Howard Capital Management LPPassive
Some overlap · 3 shared positions
$IBIT$BA$PLTR
$13.5B
2,030 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.