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Hedge Funds Similar to ERn Financial

13F Portfolio OverlapQ2 2026ERn Financial portfolio →
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Most similar hedge funds by 13F overlap

ERn Financial, LLC is an institutional investor managing $604M across 161 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ERn Financial are Marathon Mission, Cedar Point Partners, ELEMENT POINTE ADVISORS, with shared positions in $STT, $GD, $ASML, $ROK, $BA, $SHOP. The full ranking of 25 similar funds is below.

#1Marathon Mission, Inc.Active
Notable overlap · 3 shared positions
$STT$GD$ASML
$200M
57 positions
#2Cedar Point Capital Partners, LLCActive
Notable overlap · 3 shared positions
$STT$ROK$BA
$174M
77 positions
#3ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$STT$ASML$SHOP
$621M
90 positions
#4Ball & Co Wealth Management Inc.Active
Notable overlap · 4 shared positions
$STT$BA$PM$MO
$141M
74 positions
#5FLOW TRADERS U.S. LLCPassive
Notable overlap · 3 shared positions
$STT$IAU$ASML
$2.4B
979 positions
#6Graetz Wealth LLCActive
Notable overlap · 3 shared positions
$STT$IAU$MO
$125M
84 positions
#7Allie Family Office LLCActive
Notable overlap · 3 shared positions
$STT$IAU$ASML
$269M
107 positions
#8Capital Squared Financial LLCActive
Notable overlap · 4 shared positions
$STT$IAU$PM$MO
$153M
87 positions
#9Advisory Alpha, LLCActive
Notable overlap · 3 shared positions
$STT$IAU$PM
$4.1B
571 positions
#10GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$ANET$PM
$3.0B
213 positions
#11NorthRock Partners, LLCActive
Some overlap · 3 shared positions
$STT$PM$MO
$6.9B
680 positions
#12Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$STT$IAU$BA$PM$MO
$251M
74 positions
#13Walkner Condon Financial Advisors LLCPassive
Some overlap · 3 shared positions
$STT$IAU$ANET
$871M
344 positions
#14Foguth Wealth Management, LLC.Passive
Some overlap · 3 shared positions
$STT$IAU$F
$879M
213 positions
#15Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$STT$F$BA
$214M
72 positions
#16Rehmann Capital Advisory Group
Some overlap · 3 shared positions
$STT$IAU$BA
$2.2B
702 positions
#17Horizons Wealth Management
Some overlap · 3 shared positions
$STT$IAU$ANET
$152M
170 positions
#18CAP Partners, LLCPassive
Some overlap · 4 shared positions
$STT$ANET$SHOP$MO
$204M
155 positions
#19Opal Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$STT$ASML$PM
$463M
224 positions
#20Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$PM$MO
$394M
99 positions
#21AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Some overlap · 3 shared positions
$STT$PM$MO
$221M
102 positions
#22Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$STT$IAU$ROK
$309M
142 positions
#23True Vision MN LLC
Some overlap · 3 shared positions
$STT$IAU$ANET
$194M
98 positions
#24Impact Investors, IncPassive
Some overlap · 4 shared positions
$IAU$STT$ANET$ASML
$137M
88 positions
#25Centennial Wealth Advisory LLCPassive
Some overlap · 3 shared positions
$STT$F$MO
$463M
181 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.