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Hedge Funds Similar to ENZI WEALTH

13F Portfolio OverlapQ1 2026ENZI WEALTH portfolio →
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Most similar hedge funds by 13F overlap

ENZI WEALTH is an institutional investor managing $316M across 77 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 ENZI WEALTH are Burton Enright Welch, Burk, HMV Wealth Advisors,, with shared positions in $AMN, $SOLV, $CDNS, $INTC, $SCHW, $AMD. The full ranking of 25 similar funds is below.

#1Burton Enright WelchActive
Substantial overlap · 5 shared positions
$AMN$SOLV$CDNS$INTC$SCHW
$736M
134 positions
#2Burk Holdings LLCPassive
Substantial overlap · 6 shared positions
$AMN$AMD$DIA$SCHW$IBM$DHR
$233M
676 positions
#3HMV Wealth Advisors, LLCActive
Substantial overlap · 5 shared positions
$AMN$PLTR$SCHW$ABT$LMT
$213M
81 positions
#4RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$AMN$AMD$SCHW$DHR
$296M
80 positions
#5Parkshore Wealth Management, Inc.Smart money
Substantial overlap · 5 shared positions
$AMN$INTC$AMP$IBM$LMT
$299M
69 positions
#6BAYSHORE ASSET MANAGEMENT, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$PANW$SCHW
$251M
40 positions
#7KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$AMN$CDNS$IBM$ABT
$522M
97 positions
#8Meritas Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$PLTR$IBM
$221M
60 positions
#9Torren Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$PLTR$DHR
$201M
983 positions
#10BWM Planning, LLCActive
Substantial overlap · 3 shared positions
$AMN$INTC$ETN
$379M
87 positions
#11TCI Wealth Advisors, Inc.Active
Substantial overlap · 3 shared positions
$AMN$SCHW$IBM
$1.9B
251 positions
#12RW Investment Management LLCActive
Notable overlap · 4 shared positions
$AMN$ETN$LMT$SCHW
$1.0B
113 positions
#13Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$SOLV$DHR
$98M
68 positions
#14Invariant Investment ManagementActive
Notable overlap · 3 shared positions
$AMN$MO$PM
$162M
70 positions
#15Bare Financial Services, IncPassive
Notable overlap · 3 shared positions
$AMN$SCHW$AMD
$378M
1,730 positions
#16Marquette Asset Management, LLCActive
Notable overlap · 3 shared positions
$AMN$IBM$SCHW
$669M
795 positions
#17Private Wealth Management Group, LLCPassive
Notable overlap · 4 shared positions
$AMN$PLTR$IBM$ETN
$381M
1,426 positions
#18Symmetry Partners, LLCActive
Notable overlap · 3 shared positions
$AMN$SCHW$PM
$1.8B
209 positions
#19Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 3 shared positions
$AMN$CDNS$SCHW
$718M
278 positions
#20Flagstone Financial ManagementSmart money
Notable overlap · 3 shared positions
$AMN$SCHW$ETN
$403M
71 positions
#21Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$AMN$PM$MO
$302M
51 positions
#22Allegiance Financial Group Advisory Services LLCActive
Notable overlap · 4 shared positions
$AMN$PLTR$INTC$SCHW
$503M
198 positions
#23Highland Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$MO$PM
$379M
67 positions
#24Truepoint, Inc.Active
Notable overlap · 3 shared positions
$AMN$SCHW$DHR
$4.5B
148 positions
#25RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Notable overlap · 4 shared positions
$AMN$DIA$SCHW$IBM
$350M
53 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.