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Hedge Funds Similar to ENCOMPASS WEALTH ADVISORS

13F Portfolio OverlapQ3 2026ENCOMPASS WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

ENCOMPASS WEALTH ADVISORS, LLC is an institutional investor managing $676M across 118 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ENCOMPASS WEALTH ADVISORS are Paragon Ltd, Spear Advisors, X-Square, with shared positions in $ABNB, $AMGN, $KLAC, $ASTS, $RKLB, $IBIT. The full ranking of 25 similar funds is below.

#1Paragon Capital Management LtdActive
Notable overlap · 3 shared positions
$ABNB$AMGN$KLAC
$544M
207 positions
#2Spear Advisors LLCActive
Some overlap · 3 shared positions
$KLAC$ASTS$RKLB
$291M
28 positions
#3X-Square Capital, LLCPassive
Some overlap · 3 shared positions
$ASTS$AMGN$IBIT
$394M
176 positions
#4Jones Kertz & Associates, Inc.Active
Some overlap · 4 shared positions
$KLAC$AMGN$ROP$BA
$217M
66 positions
#5Applied Finance Capital Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$ROP$UNP$VZ
$1.3B
218 positions
#6Sidoxia Capital Management, LLCPassive
Some overlap · 4 shared positions
$LNG$ABNB$AMGN$ROP
$136M
88 positions
#7AMERICAN NATIONAL BANK & TRUSTPassive
Some overlap · 4 shared positions
$KLAC$AMGN$UNP$VZ
$1.1B
618 positions
#8MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KLAC$AMGN$UNP$AXP
$1.5B
245 positions
#9Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$ABNB$AMGN$VZ$BA
$239M
85 positions
#10Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$ROP$UNP$VZ
$487M
628 positions
#11Petros Family Wealth, LLCPassive
Some overlap · 3 shared positions
$KLAC$AMGN$AXP
$164M
134 positions
#12JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$KLAC$AMGN$AXP
$748M
68 positions
#13REXFORD CAPITAL INCPassive
Some overlap · 3 shared positions
$KLAC$AMGN$AXP
$163M
301 positions
#14Boomfish Wealth Group, LLCPassive
Some overlap · 3 shared positions
$KLAC$AMGN$UNP
$231M
102 positions
#15BANYAN CAPITAL MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$ABNB$ROP$AXP
$230M
55 positions
#16Greykasell Wealth Strategies, Inc.Passive
Some overlap · 3 shared positions
$KLAC$ABNB$AMGN
$275M
483 positions
#17Eley Financial Management, IncPassive
Some overlap · 3 shared positions
$KLAC$UNP$VZ
$309M
72 positions
#18Knollwood Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$KLAC$LNG$ABNB
$1.1B
270 positions
#19BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KLAC$UNP$AXP
$436M
104 positions
#20BANK OF STOCKTONActive
Some overlap · 3 shared positions
$KLAC$UNP$AXP
$333M
124 positions
#21INVESCO, LLCActive
Some overlap · 3 shared positions
$KLAC$AMGN$AXP
$321M
131 positions
#22THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Some overlap · 3 shared positions
$LNG$ROP$KLAC
$177M
51 positions
#23EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 3 shared positions
$KLAC$VZ$AXP
$799M
156 positions
#24Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$KLAC$AMGN$VZ$T
$222M
178 positions
#25Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$KLAC$UNP$MPC
$398M
113 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.