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Hedge Funds Similar to Essex

13F Portfolio OverlapQ2 2026Essex portfolio →
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Most similar hedge funds by 13F overlap

Essex LLC is an institutional investor managing $659M across 180 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Essex are Genesis Financial Group, Mount Lucas, BAKER BOYER NATIONAL BANK, with shared positions in $NBIS, $LIN, $BE, $DE, $GD, $VRSN. The full ranking of 25 similar funds is below.

#1Genesis Financial Group, LLCPassive
Some overlap · 4 shared positions
$NBIS$LIN$BE$DE
$154M
100 positions
#2Mount Lucas Management LPPassive
Some overlap · 3 shared positions
$NBIS$GD$VRSN
$281M
166 positions
#3BAKER BOYER NATIONAL BANKSmart money
Some overlap · 6 shared positions
$DE$EMR$WM$SO$HONA$HON
$364M
94 positions
#4WoodTrust Financial CorpActive
Some overlap · 7 shared positions
$DE$GD$WM$PFE$LIN$HONA
$842M
179 positions
#5Hel Ved Capital Management LtdActive
Some overlap · 3 shared positions
$NBIS$DE$BE
$1.4B
72 positions
#6MARKEL GROUP INC.Active
Some overlap · 4 shared positions
$DE$GD$MRSH$LIN
$13.1B
130 positions
#7Belleair Asset Management, LLCActive
Some overlap · 6 shared positions
$DE$SO$GD$WM$HONA$HON
$119M
84 positions
#8BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$DE$EMR$SO$PFE
$263M
90 positions
#9NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$GD$DE$EMR$ANET
$381M
144 positions
#10PARNASSUS INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$DE$LIN$MRSH$WM
$37.4B
135 positions
#11CFO CAPITAL MANAGEMENT LLC
Some overlap · 4 shared positions
$NBIS$DE$SO$HON
$121M
104 positions
#12SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$GD$DE$EMR$ANET
$255M
144 positions
#13Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$DE$EMR$SO$WM
$239M
126 positions
#14Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$DE$EMR$LIN$WM
$660M
385 positions
#15Mathes Company, Inc.Passive
Some overlap · 4 shared positions
$DE$EMR$PFE$ED
$322M
129 positions
#16Innovative Asset Advisors Group, LLCPassive
Some overlap · 3 shared positions
$NBIS$PFE$BE
$229M
287 positions
#17Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$GD$EMR$LIN$WM
$261M
101 positions
#18BCR Wealth Strategies, LLCSmart money
Some overlap · 3 shared positions
$DE$EMR$SO
$356M
32 positions
#19VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$DE$GD$ANET
$142M
108 positions
#20Harrington Investments, INCPassive
Some overlap · 4 shared positions
$DE$EMR$MRSH$ED
$206M
82 positions
#21First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 4 shared positions
$DE$LIN$WM$ANET
$499M
126 positions
#22BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$DE$EMR$WM$HON
$2.5B
270 positions
#23Fjell Capital, LLCPassive
Some overlap · 4 shared positions
$DE$MRSH$WM$SO
$147M
66 positions
#24Avanda Investment Management Pte. Ltd.Active
Some overlap · 3 shared positions
$NBIS$LIN$ANET
$299M
39 positions
#25OUTFITTERS FINANCIAL LLCPassive
Some overlap · 4 shared positions
$DE$GD$SO$WM
$143M
80 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.