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Hedge Funds Similar to EPIQ PARTNERS,

13F Portfolio OverlapQ1 2026EPIQ PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

EPIQ PARTNERS, LLC is an institutional investor managing $236M across 98 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 EPIQ PARTNERS, are PENNINGTON PARTNERS & ,, TT, TLWM, with shared positions in $EPAM, $JHG, $IBIT, $LEN, $EPD, $OBDC. The full ranking of 25 similar funds is below.

#1PENNINGTON PARTNERS & CO., LLCActive
Notable overlap · 5 shared positions
$EPAM$JHG$IBIT$LEN$EPD
$292M
114 positions
#2TT Capital Management LLCActive
Notable overlap · 4 shared positions
$JHG$OBDC$BN$EPD
$121M
73 positions
#3TLWMSmart money
Notable overlap · 5 shared positions
$EPAM$LEN$BAC$SCHW$UNH
$555M
69 positions
#4Divergent Planning, LLC
Notable overlap · 3 shared positions
$JHG$USB$DDOG
$392M
36 positions
#5FIRETHORN WEALTH PARTNERS, LLCPassive
Notable overlap · 5 shared positions
$JHG$LEN$DDOG$BAC$CB
$273M
190 positions
#6Financial Enhancement Group LLCPassive
Notable overlap · 5 shared positions
$JHG$IBIT$NEE$USB$ALB
$807M
135 positions
#7Whipplewood Advisors, LLCPassive
Notable overlap · 3 shared positions
$JHG$LEN$EPD
$193M
1,065 positions
#8Englebert Financial Advisers, LLCActive
Notable overlap · 4 shared positions
$JHG$DDOG$UNH$MDT
$88M
55 positions
#9Orion Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$SCHW$BAC
$290M
485 positions
#10TRAPHAGEN INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$JHG$GBTC$IBIT
$1.2B
207 positions
#11Sage Mountain Advisors LLCActive
Notable overlap · 3 shared positions
$JHG$DDOG$IBIT
$1.4B
281 positions
#12Miller Global Investments, LLCPassive
Notable overlap · 3 shared positions
$JHG$ALB$SCHW
$121M
295 positions
#13Flaharty Asset Management, LLCActive
Notable overlap · 3 shared positions
$JHG$SCHW$UNH
$806M
133 positions
#14Diesslin Group, Inc.Smart money
Notable overlap · 3 shared positions
$JHG$SCHW$IBIT
$222M
53 positions
#15Grant Street Asset Management, Inc.Smart money
Notable overlap · 3 shared positions
$JHG$IBIT$LEN
$519M
96 positions
#16NBZ Investment Advisors LLCActive
Notable overlap · 3 shared positions
$JHG$LEN$SCHW
$229M
73 positions
#17MONEYWISE, INC.Passive
Notable overlap · 3 shared positions
$EPAM$DDOG$NEE
$229M
82 positions
#18Clearview Wealth Advisors LLC
Notable overlap · 4 shared positions
$JHG$BAC$CB$SCHW
$158M
103 positions
#19SCS Capital Management LLCActive
Notable overlap · 3 shared positions
$EPAM$DDOG$SCHW
$9.4B
468 positions
#20Magnolia Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$JHG$DDOG$EPAM
$150M
134 positions
#21Sage Investment Counsel LLCPassive
Notable overlap · 9 shared positions
$BAC$BN$LEN$BIP$USB$BEPC
$90M
127 positions
#22VIAWEALTH, LLCPassive
Notable overlap · 6 shared positions
$JHG$USB$BAC$SCHW$UNH$MDT
$180M
159 positions
#23BARD ASSOCIATES INCPassive
Notable overlap · 4 shared positions
$JHG$NEE$PCYO$SCHW
$398M
292 positions
#24Generation Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$BAC$UNH
$137M
74 positions
#25NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 3 shared positions
$JHG$USB$LEN
$777M
112 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.