13F Pro

Hedge Funds Similar to EQ

13F Portfolio OverlapQ1 2026EQ portfolio →
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Most similar hedge funds by 13F overlap

EQ LLC is an institutional investor managing $355M across 74 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 EQ are TME FINANCIAL,, TriaGen Wealth, Beacon Bridge Wealth Partners,, with shared positions in $MS, $IAU, $MUFG, $NOW, $MDLZ, $DHR. The full ranking of 25 similar funds is below.

#1TME FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$MS$IAU$MUFG$NOW
$144M
65 positions
#2TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$MS$IAU$NOW
$366M
171 positions
#3Beacon Bridge Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$MS$IAU$MDLZ$DHR
$299M
101 positions
#4FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 4 shared positions
$MS$IAU$MDLZ$DHR
$1.5B
341 positions
#5Trademark Financial Management, LLCPassive
Some overlap · 3 shared positions
$MS$IAU$MDLZ
$204M
102 positions
#6Madson Wealth Advisors IncPassive
Some overlap · 4 shared positions
$MS$IAU$MDLZ$DHR
$120M
84 positions
#7ATX Financial Planning, LLCPassive
Some overlap · 3 shared positions
$MS$IAU$ARKO
$132M
81 positions
#8Adirondack Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$MS$MDLZ$DHR
$156M
44 positions
#9EHRLICH FINANCIAL GROUPPassive
Some overlap · 4 shared positions
$IAU$MS$MDLZ$BAR
$174M
112 positions
#10Balanced Rock Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MS$MUFG$GILD$NOW
$143M
96 positions
#11North Berkeley Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$MS$MUFG$NOW
$189M
73 positions
#12Madrid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$MUFG$NOW
$133M
70 positions
#13LEIGH BALDWIN & CO., LLCPassive
Some overlap · 3 shared positions
$MS$IAU$GILD
$154M
163 positions
#14Madison Wealth Partners, IncPassive
Some overlap · 4 shared positions
$MS$MDLZ$DHR$GILD
$627M
220 positions
#15Twelve Points Wealth Management LLCPassive
Some overlap · 3 shared positions
$MS$IAU$DHR
$455M
200 positions
#16PSI Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$CIEN$DHR$GILD
$418M
156 positions
#17APS Management Group, Inc.Passive
Some overlap · 4 shared positions
$MS$DHR$GILD$NOW
$117M
72 positions
#18Presidio Capital Management, LLCActive
Some overlap · 3 shared positions
$MS$IAU$NOW
$344M
79 positions
#19Summit Investment Advisory Services, LLCActive
Some overlap · 3 shared positions
$MS$ARKO$DHR
$269M
81 positions
#20Provenance Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MS$IAU$ARKO
$945M
412 positions
#21BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$IAU$MS$GILD
$2.4B
787 positions
#22Hughes Financial Services, LLCActive
Some overlap · 3 shared positions
$MS$NOW$MUFG
$651M
1,720 positions
#23Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$IAU$MS$DHR
$90M
65 positions
#24Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$IAU$MS$DHR
$98M
68 positions
#25Davis Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$MDLZ$MUFG$NOW
$120M
72 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.