13F Pro

Hedge Funds Similar to Empirical Financial Services, d.b.a. Empirical Wealth Ma

13F Portfolio OverlapQ1 2026Empirical Financial Services, d.b.a. Empirical Wealth Ma portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma is an institutional investor managing $6.9B across 1,062 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 Empirical Financial Services, d.b.a. Empirical Wealth Ma are Cordant,, Strategic Financial Services,, Stone Summit Wealth, with shared positions in $COP, $USB, $NKE, $UPST, $SCHW, $LRCX. The full ranking of 25 similar funds is below.

#1Cordant, Inc.Active
Notable overlap · 5 shared positions
$COP$USB$NKE$UPST$SCHW
$246M
75 positions
#2Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$COP$USB$NKE$UPST$LRCX
$2.1B
152 positions
#3Stone Summit Wealth LLCPassive
Notable overlap · 6 shared positions
$COP$USB$NKE$AMN$UNIT$CMI
$359M
142 positions
#4Shotwell Rutter Baer IncActive
Notable overlap · 5 shared positions
$COP$USB$NKE$AMN$NOW
$170M
38 positions
#5Disciplined Investments, LLCPassive
Notable overlap · 6 shared positions
$COP$NKE$UPST$SCHW$USB$UNIT
$279M
141 positions
#6WESCAP Management Group, Inc.Active
Notable overlap · 5 shared positions
$COP$USB$WT$SCHW$UNIT
$508M
107 positions
#7BlueSky Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$COP$USB$NKE$UNIT$SCHW
$777M
115 positions
#8White Lighthouse Investment Management Inc.Active
Notable overlap · 7 shared positions
$COP$USB$SCHW$UPST$UNIT$PM
$721M
145 positions
#9Longview Financial Advisors LLCActive
Notable overlap · 6 shared positions
$COP$USB$NKE$WT$SCHW$LRCX
$184M
157 positions
#10JBGlobal.com LLCActive
Notable overlap · 4 shared positions
$COP$USB$WT$UNIT
$102M
27 positions
#11Greenspring Advisors, LLCActive
Notable overlap · 6 shared positions
$COP$USB$AMN$SCHW$NKE$UNIT
$1.6B
318 positions
#12Foundation Wealth Management, LLC\PAActive
Notable overlap · 6 shared positions
$COP$USB$SCHW$NKE$AMN$UNIT
$284M
91 positions
#13BLUELINE ADVISORS LLCActive
Notable overlap · 6 shared positions
$COP$USB$WT$SCHW$UPST$NOW
$129M
217 positions
#14Powers Advisory Group, LLCActive
Notable overlap · 4 shared positions
$COP$USB$WT$PM
$284M
125 positions
#15Farrell Financial LLCPassive
Notable overlap · 5 shared positions
$COP$USB$WT$SCHW$NOW
$167M
76 positions
#16Causey Wealth LLCPassive
Notable overlap · 7 shared positions
$USB$NKE$WT$UPST$SCHW$NTRB
$236M
81 positions
#17CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 5 shared positions
$COP$NKE$SCHW$AMN$UNIT
$532M
162 positions
#18ACTION POINT FINANCIAL PLANNING, LLCActive
Notable overlap · 4 shared positions
$COP$USB$AMN$NOW
$112M
69 positions
#19NEPC LLCSmart money
Notable overlap · 4 shared positions
$COP$USB$UPST$NOW
$5.0B
51 positions
#20TAGStone Capital, Inc.Passive
Notable overlap · 3 shared positions
$COP$USB$WT
$283M
137 positions
#21Transcendent Capital Group LLCPassive
Notable overlap · 6 shared positions
$COP$USB$WT$UPST$SCHW$AMN
$219M
112 positions
#22Avant Financial Advisors LLCActive
Notable overlap · 5 shared positions
$COP$USB$NKE$AMN$UNIT
$142M
65 positions
#23Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$COP$USB$WT$UPST
$451M
146 positions
#24DecisionPoint Financial, LLCActive
Notable overlap · 5 shared positions
$COP$USB$SCHW$UPST$NKE
$464M
679 positions
#25MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive
Notable overlap · 4 shared positions
$COP$NKE$USB$UNIT
$634M
106 positions

Compare Empirical Financial Services, d.b.a. Empirical Wealth Ma’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 Empirical Financial Services, d.b.a. Empirical Wealth Ma’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.