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Hedge Funds Similar to EP Wealth Advisors,

13F Portfolio OverlapQ1 2026EP Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

EP Wealth Advisors, LLC is an institutional investor managing $20.3B across 1,496 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 EP Wealth Advisors, are Altiora Financial Group,, Fonville Wealth, Sterling Financial Planning,, with shared positions in $SNOW, $NKE, $SE, $DDOG, $NEE, $NOW. The full ranking of 25 similar funds is below.

#1Altiora Financial Group, LLCActive
Notable overlap · 5 shared positions
$SNOW$NKE$SE$DDOG$NEE
$607M
110 positions
#2Fonville Wealth Management LLCPassive
Notable overlap · 3 shared positions
$SNOW$NKE$SE
$525M
138 positions
#3Sterling Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$SNOW$NKE$SE$DDOG
$337M
117 positions
#4Financial Futures Ltd Liability Co.Active
Notable overlap · 5 shared positions
$SNOW$NKE$DDOG$NOW$MDY
$228M
72 positions
#5FIDUCIARY FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$SNOW$NKE$NEE$MCD
$754M
345 positions
#6Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$SNOW$NKE$DDOG
$1.1B
121 positions
#7Austin Asset Management Co IncSmart money
Notable overlap · 3 shared positions
$SNOW$NKE$NEE
$608M
85 positions
#8Clarity Asset Management, Inc.Passive
Some overlap · 3 shared positions
$SNOW$NKE$NOW
$198M
290 positions
#9Team Hewins, LLCSmart money
Some overlap · 3 shared positions
$SNOW$NKE$MDY
$337M
41 positions
#10Opus Financial Solutions LLCPassive
Some overlap · 3 shared positions
$SNOW$NKE$DDOG
$106M
103 positions
#11True Link Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$NKE$NOW
$1.6B
418 positions
#12Red Tortoise LLCPassive
Some overlap · 4 shared positions
$SNOW$NKE$DDOG$SE
$240M
591 positions
#13Savant Capital, LLCActive
Some overlap · 5 shared positions
$SNOW$NKE$DDOG$NEE$SE
$20.7B
1,500 positions
#14KELLY FINANCIAL GROUP LLCActive
Some overlap · 5 shared positions
$SNOW$NKE$SE$HON$MCD
$398M
100 positions
#15TruNorth Capital Management, LLCActive
Some overlap · 5 shared positions
$SNOW$NKE$SYK$MDY$MCD
$522M
114 positions
#16Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 5 shared positions
$SNOW$NKE$MCD$HON$NOW
$566M
28 positions
#17Andrews Advisory Associates, LLCActive
Some overlap · 5 shared positions
$SNOW$NKE$MCD$SYK$NEE
$190M
82 positions
#18City State BankPassive
Some overlap · 3 shared positions
$SNOW$NKE$NEE
$385M
784 positions
#19Manchester Global Management (UK) LtdActive
Some overlap · 3 shared positions
$SNOW$NKE$NOW
$749M
23 positions
#20Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 3 shared positions
$SNOW$NKE$SE
$111M
63 positions
#21Longview Financial Advisors LLCActive
Some overlap · 4 shared positions
$SNOW$NKE$SE$MDY
$184M
157 positions
#22Burk Holdings LLCPassive
Some overlap · 3 shared positions
$SNOW$NKE$DDOG
$233M
676 positions
#23SOUTHERN MICHIGAN BANK & TRUSTActive
Some overlap · 5 shared positions
$SNOW$MCD$SYK$DDOG$UNP
$261M
424 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$SNOW$MCD$HON$NOW$WM
$353M
78 positions
#25VANCE WEALTH, LLCActive
Some overlap · 3 shared positions
$SNOW$NKE$SE
$346M
118 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.