What hedge funds are most similar to EXENCIAL WEALTH ADVISORS, LLC?

The funds with the most similar 13F portfolios to EXENCIAL WEALTH ADVISORS, LLC are Phraction, Advocacy Wealth, Haverford, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to EXENCIAL WEALTH ADVISORS

13F Portfolio OverlapQ1 2026EXENCIAL WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

EXENCIAL WEALTH ADVISORS, LLC is an institutional investor managing $3.2B across 563 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 EXENCIAL WEALTH ADVISORS are Phraction, Advocacy Wealth, Haverford, with shared positions in $ICE, $HON, $TMO, $ASML, $SNPS, $SPGI. The full ranking of 25 similar funds is below.

#1Phraction Management LLCActive

Some overlap · 7 shared positions

$ICE $HON $TMO $ASML $SNPS $SPGI

$596M

66 positions

#2Advocacy Wealth Management, LLCActive

Some overlap · 6 shared positions

$ETN $ICE $ASML $SYK $SPGI $ABT

$2.8B

151 positions

#3Haverford Trust CoActive

Some overlap · 6 shared positions

$ETN $HON $TMO $SYK $ASML $SPGI

$11.6B

424 positions

#4J. Stern & Co. LLPActive

Some overlap · 6 shared positions

$ETN $ICE $HON $TMO $ABT $ISRG

$1.1B

51 positions

#5NICHOLAS COMPANY, INC.Active

Some overlap · 6 shared positions

$ETN $TMO $ICE $SYK $SNPS $SPGI

$5.5B

195 positions

#6SYCOMORE ASSET MANAGEMENTActive

Some overlap · 6 shared positions

$ETN $TMO $SYK $SNPS $WAB $ISRG

$932M

72 positions

#7WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 6 shared positions

$ICE $HON $ASML $SYK $ABT $ETN

$2.1B

131 positions

#8BROWN, LISLE/CUMMINGS, INC.

Some overlap · 5 shared positions

$ICE $LHX $TMO $HON $SYK

$446M

1,054 positions

#9Papamarkou Wellner Asset Management inc.Passive

Some overlap · 6 shared positions

$ETN $ICE $ASML $SPGI $ABT $ISRG

$159M

75 positions

#10MERIDIAN MANAGEMENT COActive

Some overlap · 6 shared positions

$ICE $TMO $ASML $SNPS $SPGI $ISRG

$446M

84 positions

#11Destination Wealth ManagementPassive

Some overlap · 6 shared positions

$TMO $ASML $ICE $SYK $ABT $ISRG

$4.3B

344 positions

#12Reliant Investment Management, LLCPassive

Some overlap · 5 shared positions

$ETN $LHX $TMO $SYK $DGX

$281M

55 positions

#13Mill Capital Management, LLCActive

Some overlap · 5 shared positions

$ICE $LHX $TMO $ASML $SPGI

$1.5B

128 positions

#14Martin Investment Management, LLCActive

Some overlap · 6 shared positions

$LHX $TMO $NVS $SYK $WAB $ASML

$300M

47 positions

#15DOVER ADVISORS, LLCPassive

Some overlap · 5 shared positions

$ETN $HON $TMO $ASML $ABT

$244M

153 positions

#16ALTA CAPITAL MANAGEMENT LLC/Active

Some overlap · 5 shared positions

$ETN $TMO $ASML $SYK $SPGI

$1.3B

109 positions

#17Haverford Financial Services, Inc.Active

Some overlap · 5 shared positions

$ETN $HON $TMO $SYK $SPGI

$339M

49 positions

#18MCDANIEL TERRY & COActive

Some overlap · 5 shared positions

$ETN $HON $TMO $SYK $ISRG

$1.3B

81 positions

#19Covington Investment Advisors Inc.Active

Some overlap · 6 shared positions

$TMO $LHX $SNPS $SYK $SPGI $ABT

$774M

73 positions

#20Myriad Asset Management US LPActive

Some overlap · 5 shared positions

$ETN $TMO $ASML $MLM $ISRG

$72M

52 positions

#21Myriad Asset Management Advisors LLCActive

Some overlap · 5 shared positions

$ETN $TMO $ASML $MLM $ISRG

$424M

49 positions

#22GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 5 shared positions

$ICE $TMO $ASML $NVS $EVRG

$2.2B

268 positions

#23BOSTON FAMILY OFFICE LLCPassive

Some overlap · 5 shared positions

$ETN $TMO $ASML $SYK $SPGI

$1.6B

314 positions

#24Walsky Investment Management, Inc.Passive

Some overlap · 5 shared positions

$ETN $HON $NVS $SPGI $ABT

$108M

52 positions

#25GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 5 shared positions

$CNQ $TMO $ASML $SNPS $ABT

$372M

82 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.