13F Pro

Hedge Funds Similar to EP Wealth Advisors

13F Portfolio OverlapQ2 2026EP Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

EP Wealth Advisors, LLC is an institutional investor managing $26.2B across 1,713 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 EP Wealth Advisors are RESOURCES /CT, Harbour & Investment, Sand Hill Global Advisors, with shared positions in $SYK, $MCD, $BLK, $NEE, $WM, $VLO. The full ranking of 25 similar funds is below.

#1RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 9 shared positions
$SYK$MCD$BLK$NEE$WM$VLO
$794M
188 positions
#2Harbour Trust & Investment Management CoActive
Some overlap · 8 shared positions
$MDY$SYK$MCD$BLK$NEE$WELL
$1.0B
160 positions
#3Sand Hill Global Advisors, LLCActive
Some overlap · 8 shared positions
$UNP$MDY$BLK$SYK$SNOW$WM
$3.3B
214 positions
#4Banco de Sabadell, S.APassive
Some overlap · 7 shared positions
$UNP$SYK$MCD$BLK$NEE$VLO
$170M
61 positions
#5Piscataqua Savings BankPassive
Some overlap · 7 shared positions
$UNP$SYK$MCD$BLK$WM$TJX
$148M
412 positions
#6CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 7 shared positions
$UNP$SYK$MCD$NEE$APH$TJX
$1.2B
203 positions
#7HOWE & RUSLING INCPassive
Some overlap · 7 shared positions
$UNP$SYK$MCD$NEE$APH$TJX
$1.7B
479 positions
#8Haverford Trust CoActive
Some overlap · 7 shared positions
$SYK$MCD$BLK$NEE$WM$TJX
$11.6B
424 positions
#9Osprey Private Wealth LLCPassive
Some overlap · 7 shared positions
$SYK$MCD$BLK$NEE$APH$TJX
$387M
88 positions
#10Brentview Investment Management LLCActive
Some overlap · 7 shared positions
$UNP$BLK$NEE$WELL$WM$TJX
$253M
63 positions
#11LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$UNP$SYK$MCD$BLK$NEE$WM
$152M
84 positions
#12SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 6 shared positions
$UNP$SYK$MCD$BLK$NEE$PEP
$643M
215 positions
#13Corsicana & Co.Passive
Some overlap · 6 shared positions
$MDY$UNP$SYK$NEE$VLO$PEP
$206M
309 positions
#14RWA WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$UNP$MCD$BLK$NEE$SYK$TJX
$10.4B
645 positions
#15NBT BANK N A /NYPassive
Some overlap · 6 shared positions
$MDY$UNP$MCD$NEE$TJX$PEP
$1.5B
1,069 positions
#16CMH Wealth Management LLCPassive
Some overlap · 6 shared positions
$UNP$SYK$BLK$SNOW$TJX$PEP
$655M
117 positions
#17Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$UNP$SYK$MCD$NEE$TJX$PEP
$467M
118 positions
#18Brown Miller Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SYK$BLK$SNOW$NEE$PLD$APH
$397M
204 positions
#19Tandem Investment Advisors, Inc.Active
Some overlap · 6 shared positions
$SYK$MCD$BLK$NEE$APH$PEP
$1.5B
68 positions
#20REGIONS FINANCIAL CORPActive
Some overlap · 6 shared positions
$SYK$MCD$BLK$NEE$WM$TJX
$16.8B
856 positions
#21NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$UNP$MCD$NEE$BLK$WM$TJX
$2.7B
200 positions
#22WASHINGTON TRUST CoPassive
Some overlap · 6 shared positions
$MDY$BLK$SYK$NEE$TJX$DELL
$3.2B
296 positions
#23Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$MCD$BLK$NEE$PLD$WM$APH
$686M
532 positions
#24YHB Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$UNP$SYK$NEE$MCD$APH$TJX
$1.6B
314 positions
#25TRED AVON FAMILY WEALTH, LLCPassive
Some overlap · 7 shared positions
$NEE$MCD$APH$BLK$TJX$DELL
$327M
262 positions

Compare EP Wealth Advisors’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 EP Wealth Advisors’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.