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

13F Portfolio OverlapQ1 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 $49.2B across 530 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 Financial Engines Advisors L.L.C. are Grey Fox Wealth Advisors,, Tranquilli Financial Advisor, Livet Wealth,, with shared positions in $GMM, $SCHW, $COP, $SNOW, $DDOG, $MKL. The full ranking of 25 similar funds is below.

#1Grey Fox Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$GMM$SCHW$COP$SNOW$DDOG$MKL
$518M
140 positions
#2Tranquilli Financial Advisor LLCPassive
Some overlap · 5 shared positions
$GMM$SCHW$COP$SNOW$MS
$171M
132 positions
#3Livet Wealth, LLCPassive
Some overlap · 6 shared positions
$GMM$SCHW$COP$SNOW$BA$MKL
$157M
117 positions
#4Axos Invest Inc.Smart money
Some overlap · 3 shared positions
$GMM$SCHW$COP
$132M
19 positions
#5Marathon Strategic Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$COP
$139M
52 positions
#6Rodgers & Associates, LTDActive
Some overlap · 6 shared positions
$GMM$SCHW$COP$SNOW$MKL$MS
$982M
101 positions
#7Hobart Private Capital, LLCPassive
Some overlap · 6 shared positions
$GMM$COP$SNOW$VLTO$DDOG$NOW
$509M
132 positions
#8Fonville Wealth Management LLCPassive
Some overlap · 5 shared positions
$GMM$SCHW$SNOW$IBIT$NKE
$525M
138 positions
#9CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$GMM$SCHW$SNOW$NKE$NEE
$971M
146 positions
#10Allen Capital Group, LLCPassive
Some overlap · 4 shared positions
$GMM$SCHW$SNOW$KMI
$1.1B
284 positions
#11JDM Financial Group LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$SNOW
$259M
318 positions
#12JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$GMM$SCHW$SNOW
$205M
139 positions
#13Uptown Financial Advisors LLCActive
Some overlap · 4 shared positions
$GMM$SCHW$SNOW$KMI
$126M
76 positions
#14TRB Wealth Management, LLCPassive
Some overlap · 6 shared positions
$GMM$COP$SNOW$DDOG$RELX$MS
$704M
285 positions
#15Impact Partnership Wealth, LLCPassive
Some overlap · 5 shared positions
$GMM$SCHW$COP$IBIT$RELX
$810M
363 positions
#16LPWM LLCActive
Some overlap · 4 shared positions
$GMM$SCHW$DDOG$MKL
$396M
94 positions
#17David Kennon IncSmart money
Some overlap · 3 shared positions
$GMM$SCHW$RELX
$279M
41 positions
#18Chaney Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$GMM$SCHW$BA
$284M
41 positions
#19Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$GMM$SCHW$NOW$RELX
$2.3B
143 positions
#20Wrenne Financial Planning LLCSmart money
Some overlap · 5 shared positions
$GMM$SCHW$DDOG$MKL$MS
$255M
49 positions
#21Red Wave Investments LLCActive
Some overlap · 4 shared positions
$GMM$SCHW$SNOW$RELX
$335M
112 positions
#22Jacobs Equity LLCPassive
Some overlap · 3 shared positions
$GMM$SCHW$VLTO
$112M
105 positions
#23JNBA Financial AdvisorsActive
Some overlap · 6 shared positions
$GMM$COP$SCHW$DDOG$NOW$MKL
$1.2B
819 positions
#24Elm Partners Management LLCActive
Some overlap · 4 shared positions
$GMM$SCHW$DDOG$MKL
$2.3B
158 positions
#25My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$GMM$COP$MKL
$181M
166 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.