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 E&G Advisors,

13F Portfolio OverlapQ1 2026E&G Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

E&G Advisors, LP is an institutional investor managing $449M across 236 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 E&G Advisors, are SWAN, Goepper Burkhardt, ECLECTIC ASSOCIATES /ADV, with shared positions in $HUM, $MAR, $UNIT, $USB, $NEE, $WT. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $MAR $UNIT $USB

$272M

554 positions

#2Goepper Burkhardt LLCActive

Notable overlap · 4 shared positions

$HUM $MAR $UNIT $NEE

$299M

97 positions

#3ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $UNIT $WT $SLV

$753M

159 positions

#4Noble Family Wealth, LLCActive

Notable overlap · 4 shared positions

$HUM $WT $UNIT $NEE

$484M

76 positions

#5Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $UNIT

$116M

80 positions

#6Cascades Capital Asset Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $MAR $BAC

$239M

158 positions

#7Trust Point Inc.Active

Notable overlap · 5 shared positions

$HUM $WT $UNIT $MAR $NEE

$1.2B

521 positions

#8Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$HUM $MAR $NEE $USB

$302M

51 positions

#9Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$HUM $MAR $SLV

$160M

106 positions

#10GreatBanc Trust COActive

Notable overlap · 5 shared positions

$HUM $WT $UNIT $AMAT $BAC

$143M

67 positions

#11Family CFO IncActive

Notable overlap · 3 shared positions

$HUM $UNIT $USB

$223M

41 positions

#12Wingate Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HUM $WT $MAR

$187M

121 positions

#13FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $UNIT $C $MAR

$176M

104 positions

#14ASPIRIANT, LLCActive

Notable overlap · 4 shared positions

$HUM $UNIT $WT $MAR

$3.5B

338 positions

#15PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$HUM $UNIT $USB $AMAT

$198M

106 positions

#16Bristlecone Value Partners, LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $BAC

$114M

68 positions

#17New England Private Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $MAR $WT $JHG

$866M

194 positions

#18STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$HUM $UNIT $BAC $NEE

$547M

180 positions

#19Stokes Family Office, LLCPassive

Notable overlap · 3 shared positions

$HUM $UNIT $LRCX

$969M

276 positions

#20Capital Advisors Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $MAR $USB $UNIT

$745M

219 positions

#21Enclave Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $MAR $PHYS

$729M

132 positions

#22Paragon Capital Management LtdActive

Notable overlap · 3 shared positions

$HUM $UNIT $WT

$476M

199 positions

#23MJP ASSOCIATES INC /ADVPassive

Notable overlap · 3 shared positions

$HUM $JHG $BAC

$824M

231 positions

#24Joel Isaacson & Co., LLCActive

Notable overlap · 3 shared positions

$HUM $UNIT $MAR

$3.0B

455 positions

#25WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$HUM $USB $NEE $BAC $KLAC

$350M

95 positions

Compare E&G 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 E&G 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.