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 ESL Services,

13F Portfolio OverlapQ1 2026ESL Services, portfolio →

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Most similar hedge funds by 13F overlap

ESL Trust Services, LLC is an institutional investor managing $524M across 258 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 ESL Services, are Etesian Wealth Advisors,, INVENIO WEALTH PARTNERS, Clearwater Advisors,, with shared positions in $WT, $SNOW, $IBM, $GE, $SE, $SONY. The full ranking of 25 similar funds is below.

#1Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $SNOW $IBM

$313M

138 positions

#2INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $GE

$252M

89 positions

#3Clearwater Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $SNOW $SE $SONY

$1.2B

177 positions

#4Team Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $SNOW $IBM $GE

$220M

273 positions

#5OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $KO

$215M

159 positions

#6Stonekeep Investments, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $SE

$154M

66 positions

#7TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $SYK

$163M

795 positions

#8AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $SE $MKL $KO

$206M

97 positions

#9Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $SE $MKL $GE

$213M

153 positions

#10Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$WT $RF $SE $MKL $KO

$90M

65 positions

#11WIN ADVISORS, INCPassive

Notable overlap · 4 shared positions

$WT $SNOW $INTC $GEV

$219M

78 positions

#12BIP Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $MKL $KO $SE $AFL

$2.5B

453 positions

#13SYM FINANCIAL CorpActive

Notable overlap · 4 shared positions

$WT $SE $GE $GEV

$1.0B

415 positions

#14CLG LLCActive

Notable overlap · 4 shared positions

$WT $NKE $IBM $INTC

$403M

134 positions

#15FFG RETIREMENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$WT $SE $SNOW

$172M

43 positions

#16Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $SE $MKL

$298M

81 positions

#17Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $SE $KO

$168M

176 positions

#18Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $SE $KO

$562M

1,394 positions

#19MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 4 shared positions

$WT $MKL $IBM $EMR

$240M

234 positions

#20ACT Advisors, LLC.Active

Notable overlap · 4 shared positions

$WT $SONY $KO $SO

$235M

78 positions

#21Grey Ledge Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $SNOW $IBM $AFL

$443M

239 positions

#22Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $KO

$491M

147 positions

#23Halbert, Hargrove/Russell LLCSmart money

Notable overlap · 3 shared positions

$WT $SE $SNOW

$2.1B

372 positions

#24Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$WT $IBM $KO

$122M

348 positions

#25Legacy Financial Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $NKE $GE

$715M

404 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.