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Hedge Funds Similar to Estate Counselors,

13F Portfolio OverlapQ1 2026Estate Counselors, portfolio →
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Most similar hedge funds by 13F overlap

Estate Counselors, LLC is an institutional investor managing $1.1B across 97 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 Estate Counselors, are TABR ,, Family CFO, Verus Financial Partners,, with shared positions in $BRZE, $SCHW, $CIEN, $WDC, $FIX, $LITE. The full ranking of 25 similar funds is below.

#1TABR Capital Management, LLCActive
Notable overlap · 9 shared positions
$BRZE$SCHW$CIEN$WDC$FIX$LITE
$109M
54 positions
#2Family CFO IncActive
Notable overlap · 4 shared positions
$BRZE$NKE$SCHW$USB
$223M
41 positions
#3Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$BRZE$NKE$UPST
$1.1B
121 positions
#4Juno Financial Group LLCActive
Notable overlap · 3 shared positions
$BRZE$SCHW$KKR
$255M
70 positions
#525 LLCActive
Notable overlap · 3 shared positions
$BRZE$NKE$USB
$324M
69 positions
#6Luminvest Wealth Management LLCSmart money
Notable overlap · 5 shared positions
$BRZE$USB$KKR$MU$SCHW
$382M
55 positions
#7Global Endowment Management, LPActive
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$896M
126 positions
#8FIDUCIARY ADVISORS, INC.Active
Notable overlap · 3 shared positions
$BRZE$USB$KKR
$133M
121 positions
#9Manuka Financial, LLCActive
Notable overlap · 4 shared positions
$BRZE$MU$KKR$SCHW
$162M
56 positions
#10Prospera Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$199M
45 positions
#11Peak Financial Management, Inc.Active
Notable overlap · 3 shared positions
$BRZE$USB$SCHW
$394M
100 positions
#12Arbor Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$BRZE$SCHW$KKR
$143M
56 positions
#13Charis Legacy Partners, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$UPST$KKR
$68M
27 positions
#14Sellwood Investment Partners LLCSmart money
Notable overlap · 4 shared positions
$BRZE$UPST$SCHW$NKE
$254M
59 positions
#15Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$BRZE$UPST$NKE
$478M
42 positions
#16VANGUARD ADVISERS INCSmart money
Notable overlap · 4 shared positions
$BRZE$UPST$KKR$USB
$25.5B
668 positions
#17Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$BRZE$USB$KKR
$341M
64 positions
#18WealthCollab, LLCPassive
Notable overlap · 4 shared positions
$BRZE$SCHW$NKE$USB
$243M
977 positions
#19Clarity Capital Advisors, LLCActive
Notable overlap · 6 shared positions
$BRZE$SCHW$NKE$USB$UPST$KKR
$215M
95 positions
#20Applied Capital LLCActive
Notable overlap · 3 shared positions
$BRZE$NKE$UPST
$268M
50 positions
#21Capital Investment Management, Inc.Active
Notable overlap · 3 shared positions
$BRZE$NKE$USB
$291M
125 positions
#22David Kennon IncSmart money
Notable overlap · 3 shared positions
$BRZE$SCHW$UPST
$279M
41 positions
#23CHERRYDALE WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$BRZE$SCHW$USB$MU
$324M
77 positions
#24White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$BRZE$SCHW$USB$UPST$KKR
$721M
145 positions
#25Breakwater Investment ManagementPassive
Notable overlap · 4 shared positions
$BRZE$SCHW$UPST$KKR
$269M
506 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.