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Hedge Funds Similar to McIlrath & Eck,

13F Portfolio OverlapQ1 2026McIlrath & Eck, portfolio →
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Most similar hedge funds by 13F overlap

McIlrath & Eck, LLC is an institutional investor managing $1.3B across 1,645 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 McIlrath & Eck, are Hurlow Wealth Group,, Financial Alternatives,, SWAN, with shared positions in $SNPS, $SCHW, $DDOG, $DHR, $OKE, $AMN. The full ranking of 25 similar funds is below.

#1Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$SNPS$SCHW$DDOG
$420M
120 positions
#2Financial Alternatives, IncActive
Notable overlap · 3 shared positions
$SNPS$SCHW$DHR
$185M
79 positions
#3SWAN Capital LLCPassive
Notable overlap · 3 shared positions
$SNPS$SCHW$OKE
$272M
554 positions
#4REGIMEN WEALTH, LLCActive
Notable overlap · 3 shared positions
$SNPS$AMN$DDOG
$342M
70 positions
#5INTREPID FAMILY OFFICE LLCActive
Some overlap · 3 shared positions
$SNPS$SIVR$SCHW
$124M
38 positions
#6North Ridge Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$SNPS$SCHW$BA$AXP
$178M
193 positions
#7WealthCollab, LLCPassive
Some overlap · 5 shared positions
$SCHW$AMN$DDOG$DHR$BA
$243M
977 positions
#8Navalign, LLCPassive
Some overlap · 3 shared positions
$SCHW$AMN$DDOG
$396M
127 positions
#9Passive Capital Management, LLC.Active
Some overlap · 3 shared positions
$SCHW$AMN$DDOG
$335M
104 positions
#10IF Advisors, LLCPassive
Some overlap · 3 shared positions
$SCHW$AMN$DDOG
$141M
53 positions
#11Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$SCHW$AMN$DDOG
$228M
72 positions
#12ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 3 shared positions
$SCHW$AMN$DDOG
$158M
125 positions
#13HHM Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$SCHW$AMN$WM$DDOG
$869M
878 positions
#14Tillman Hartley LLCActive
Some overlap · 3 shared positions
$SCHW$AMN$AXP
$398M
88 positions
#15DeLarme Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SNPS$AMN$DDOG
$155M
63 positions
#16Note Advisors, LLCActive
Some overlap · 4 shared positions
$SCHW$SNPS$DDOG$DHR
$200M
85 positions
#17AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$SNPS$SCHW$DDOG
$206M
97 positions
#18Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$SCHW$SIVR$DDOG
$313M
119 positions
#19Rockwood Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$SCHW$AMN$DDOG$EPD
$1.4B
118 positions
#20ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$AMN$SCHW$WM$DHR$AXP
$555M
191 positions
#21RAINEY & RANDALL WEALTH ADVISORS INC.Active
Some overlap · 3 shared positions
$AMN$SNPS$DDOG
$616M
76 positions
#22FC Advisory LLCActive
Some overlap · 4 shared positions
$SCHW$DDOG$SNPS$DHR
$342M
115 positions
#23LAM GROUP, INC.Passive
Some overlap · 4 shared positions
$AMN$SNPS$SCHW$BA
$182M
136 positions
#24BlueStem Wealth Partners, LLCActive
Some overlap · 3 shared positions
$SNPS$AMN$OKE
$900M
124 positions
#25Kiker Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SIVR$SCHW$PHYS
$209M
132 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.