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 Enclave Advisors

13F Portfolio OverlapQ1 2026Enclave Advisors portfolio →

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Most similar hedge funds by 13F overlap

Enclave Advisors LLC is an institutional investor managing $790M across 133 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 Enclave Advisors are Advisors Wealth ,, CONQUIS FINANCIAL, PLANNING DIRECTIONS, with shared positions in $HUM, $SNOW, $MAR, $PLTR, $ALPS, $DDOG. The full ranking of 25 similar funds is below.

#1Capital Advisors Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$HUM $SNOW $MAR $PLTR $ALPS $DDOG

$745M

219 positions

#2CONQUIS FINANCIAL LLCSmart money

Notable overlap · 3 shared positions

$HUM $SNOW $DDOG

$121M

54 positions

#3PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$HUM $SNOW $DDOG

$198M

106 positions

#4McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$HUM $SNOW $ET

$192M

27 positions

#5Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$HUM $MAR $SNOW $DDOG

$302M

51 positions

#6Leo H. Evart, Inc.Passive

Notable overlap · 4 shared positions

$SNOW $HUM $MAR $UNH

$117M

298 positions

#7HANOVER ADVISORS INCActive

Notable overlap · 6 shared positions

$HUM $SNOW $MAR $KO $PLTR $DDOG

$246M

118 positions

#8Grove Street Fiduciary, LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $MAR

$227M

74 positions

#9Diversified Enterprises, LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $MAR $DDOG

$1.8B

413 positions

#10SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $MAR $PLTR

$272M

554 positions

#11360 Financial, Inc.Active

Notable overlap · 5 shared positions

$HUM $SNOW $PLTR $KO $MAR

$332M

80 positions

#12Goepper Burkhardt LLCActive

Notable overlap · 4 shared positions

$HUM $MAR $KO $UNH

$299M

97 positions

#13Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $SNOW $ET $DDOG

$167M

71 positions

#14Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $UNH

$194M

54 positions

#15Fortis Advisors, LLCPassive

Notable overlap · 4 shared positions

$SNOW $HUM $ALPS $AGQ

$200M

119 positions

#16True Link Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $MAR

$1.6B

418 positions

#17ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 6 shared positions

$HUM $SNOW $PLTR $KO $DDOG $UNH

$753M

159 positions

#18Opus Financial Solutions LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $DDOG

$106M

103 positions

#19Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$HUM $MAR $PSX

$160M

106 positions

#20Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MAR $AGQ

$1.8B

57 positions

#21E&G Advisors, LPPassive

Notable overlap · 3 shared positions

$HUM $MAR $PHYS

$449M

236 positions

#22Windward Private Wealth Management Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $HUM $DDOG

$289M

44 positions

#23Vermillion Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$HUM $MAR $DDOG

$255M

1,563 positions

#24Equity Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $PLTR

$155M

76 positions

#25WEST PACES ADVISORS INC.Active

Notable overlap · 3 shared positions

$HUM $KO $AGQ

$516M

197 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.