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Hedge Funds Similar to ERn Financial,

13F Portfolio OverlapQ1 2026ERn Financial, portfolio →
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Most similar hedge funds by 13F overlap

ERn Financial, LLC is an institutional investor managing $532M across 150 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 ERn Financial, are McNamara Financial Services,, BlueStem Wealth Partners,, Higgins & Schmidt Wealth Strategies, with shared positions in $GMM, $TXN, $HUM, $WT, $UNIT, $AMN. The full ranking of 25 similar funds is below.

#1McNamara Financial Services, Inc.Smart money
Some overlap · 5 shared positions
$GMM$TXN$HUM$WT$UNIT
$528M
99 positions
#2BlueStem Wealth Partners, LLCActive
Some overlap · 6 shared positions
$GMM$AMN$REGN$WT$NOW$HUM
$900M
124 positions
#3Higgins & Schmidt Wealth Strategies LLCActive
Some overlap · 5 shared positions
$AMN$TXN$GMM$NOW$HUM
$219M
63 positions
#4ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 3 shared positions
$GMM$AMN$WT
$84M
65 positions
#5Fonville Wealth Management LLCPassive
Some overlap · 6 shared positions
$GMM$AMN$HUM$IAU$UNIT$GD
$525M
138 positions
#6WCG Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$TXN$GMM$AMN$WT
$3.6B
519 positions
#7JNBA Financial AdvisorsActive
Some overlap · 5 shared positions
$GMM$IAU$HUM$NOW$WT
$1.2B
819 positions
#8Austin Wealth Management, LLCPassive
Some overlap · 6 shared positions
$TXN$AMN$IAU$WT$UNIT$GD
$440M
118 positions
#9Brio Consultants, LLCActive
Some overlap · 4 shared positions
$GMM$REGN$HUM$NOW
$818M
152 positions
#10Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$GMM$IAU$NOW$WT$HUM
$238M
108 positions
#11Flagstone Financial ManagementSmart money
Some overlap · 4 shared positions
$TXN$AMN$HUM$IAU
$403M
71 positions
#12EHRLICH FINANCIAL GROUPPassive
Some overlap · 4 shared positions
$GMM$IAU$HUM$UNIT
$174M
112 positions
#13MA Private WealthActive
Some overlap · 4 shared positions
$GMM$IAU$NOW$HUM
$591M
86 positions
#14Venturi Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AMN$GMM$TXN
$2.2B
602 positions
#15JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$GMM$AMN$HUM
$205M
139 positions
#16Integrity Wealth Solutions LLCPassive
Some overlap · 4 shared positions
$AMN$GMM$IAU$UNIT
$255M
130 positions
#17Hobart Private Capital, LLCPassive
Some overlap · 4 shared positions
$GMM$HUM$NOW$WT
$509M
132 positions
#18WealthTrak Capital Management LLCPassive
Some overlap · 3 shared positions
$GMM$REGN$UNIT
$140M
80 positions
#19Uptown Financial Advisors LLCActive
Some overlap · 4 shared positions
$GMM$HUM$TXN$UNIT
$126M
76 positions
#20Schwallier Wealth Management LLCActive
Some overlap · 4 shared positions
$GMM$HUM$WT$UNIT
$137M
58 positions
#21Shotwell Rutter Baer IncActive
Some overlap · 3 shared positions
$TXN$AMN$NOW
$170M
38 positions
#22Equita Financial Network, Inc.Active
Some overlap · 3 shared positions
$TXN$AMN$NOW
$318M
87 positions
#23PW ADVISORS, LLC \ FLActive
Some overlap · 3 shared positions
$TXN$AMN$NOW
$133M
35 positions
#24West Wealth Group, LLCActive
Some overlap · 3 shared positions
$GMM$IAU$AMN
$506M
130 positions
#25Values Added Financial LLCPassive
Some overlap · 3 shared positions
$GMM$HUM$NOW
$238M
134 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.