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Hedge Funds Similar to ENCOMPASS WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026ENCOMPASS WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

ENCOMPASS WEALTH ADVISORS, LLC is an institutional investor managing $287M across 100 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 ENCOMPASS WEALTH ADVISORS, are Ravenswood Partners, Ifrah Financial Services,, STAR Financial Bank, with shared positions in $SE, $LRCX, $SCHW, $NKE, $NTRB, $KLAC. The full ranking of 25 similar funds is below.

#1Ravenswood Partners LPPassive
Some overlap · 4 shared positions
$SE$LRCX$SCHW$NKE
$271M
35 positions
#2Ifrah Financial Services, Inc.Passive
Some overlap · 5 shared positions
$SE$NTRB$SCHW$LRCX$KLAC
$378M
200 positions
#3STAR Financial BankPassive
Some overlap · 3 shared positions
$ABNB$SE$AMAT
$212M
104 positions
#4CASTLEARK MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SE$LRCX$SCHW
$3.0B
292 positions
#5Center For Asset Management LLCPassive
Some overlap · 5 shared positions
$SE$NTRB$KLAC$VZ$T
$201M
144 positions
#6Sicart Associates LLCActive
Some overlap · 4 shared positions
$ABNB$NTRB$NKE$T
$389M
74 positions
#7Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$SE$LRCX$KLAC$AMAT
$337M
109 positions
#8Avanda Investment Management Pte. Ltd.Active
Some overlap · 4 shared positions
$SE$LRCX$KLAC$AMAT
$63M
24 positions
#9AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$SE$NTRB$SCHW$DDOG
$206M
97 positions
#10CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SE$SCHW$NKE$VZ
$971M
146 positions
#11BluePrint Investing LLCActive
Some overlap · 3 shared positions
$ABNB$SCHW$NKE
$126M
26 positions
#12HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$ABNB$SCHW$NKE
$75.0B
158 positions
#13Bernardo Wealth Planning LLCActive
Some overlap · 3 shared positions
$SE$NTRB$DDOG
$511M
129 positions
#14ASSETMARK, INCPassive
Some overlap · 7 shared positions
$SE$NTRB$SCHW$KLAC$VZ$T
$49.0B
3,443 positions
#15Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$SE$LRCX$KLAC$AMGN$VZ
$873M
189 positions
#16Strategic Investment Advisors / MIPassive
Some overlap · 7 shared positions
$SE$NTRB$KLAC$AMGN$VZ$T
$1.4B
386 positions
#17Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$SE$SCHW$NKE
$525M
138 positions
#18Schoolcraft Capital LLCActive
Some overlap · 3 shared positions
$SE$SCHW$NKE
$516M
65 positions
#19Sunstone Asset Management, L.P.Passive
Some overlap · 4 shared positions
$ABNB$SE$KLAC$AMAT
$85M
61 positions
#20Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$SE$SCHW$DDOG
$333M
198 positions
#21Bestgate Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$NTRB$VZ
$55M
45 positions
#22SB Capital Management Inc
Some overlap · 4 shared positions
$SE$LRCX$NKE$KLAC
$273M
93 positions
#23Strategic Blueprint, LLCPassive
Some overlap · 4 shared positions
$SE$LNG$DDOG$LEN
$1.7B
639 positions
#24TIGER GLOBAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SE$LRCX$AMAT
$22.8B
54 positions
#25Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$SE$SCHW$NKE$DDOG
$337M
117 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.