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Hedge Funds Similar to Essex

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

Essex LLC is an institutional investor managing $566M across 175 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 Essex are Hilton ,, Powers Advisory Group,, Strategic Financial Services,, with shared positions in $USB, $COP, $GD, $EMR, $HON, $DE. The full ranking of 25 similar funds is below.

#1Hilton Capital Management, LLCActive
Notable overlap · 5 shared positions
$USB$COP$GD$EMR$HON
$1.3B
129 positions
#2Powers Advisory Group, LLCActive
Notable overlap · 5 shared positions
$USB$COP$DE$SO$WM
$284M
125 positions
#3Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$USB$COP$GE$GEV$BRZE
$2.1B
152 positions
#4Davidson Capital Management Inc.Active
Notable overlap · 3 shared positions
$USB$COP$GEV
$552M
93 positions
#5DecisionPoint Financial, LLCActive
Notable overlap · 3 shared positions
$USB$COP$BRZE
$464M
679 positions
#6Shotwell Rutter Baer IncActive
Notable overlap · 3 shared positions
$USB$COP$IBM
$170M
38 positions
#7PRUDENTIAL PLCActive
Notable overlap · 4 shared positions
$USB$COP$LIN$GE
$17.1B
680 positions
#8Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$USB$COP$BRZE
$167M
76 positions
#9CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$USB$COP$IBM
$363M
102 positions
#10NEPC LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$BRZE
$5.0B
51 positions
#11Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$USB$COP$DE
$451M
146 positions
#12Gladwyn Financial Advisors, Inc.Active
Notable overlap · 7 shared positions
$USB$COP$GD$GE$GEV$ED
$160M
82 positions
#13Sagace Wealth Management LLCPassive
Notable overlap · 5 shared positions
$USB$COP$BRZE$IBM$GEV
$149M
70 positions
#14VAN STRUM & TOWNE INC.Passive
Notable overlap · 8 shared positions
$COP$USB$GE$EMR$GEV$IBM
$343M
111 positions
#15American Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$USB$COP$GE$GEV$BRZE
$750M
159 positions
#16Equita Financial Network, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$BRZE
$318M
87 positions
#17Hurlow Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$USB$COP$GE$LIN
$420M
120 positions
#18BlueSky Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$COP$IBM$GEV
$777M
115 positions
#19Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 5 shared positions
$USB$COP$IBM$GSAT$WM
$153M
344 positions
#20Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$USB$COP$WM$HON
$320M
972 positions
#21KEYVANTAGE WEALTH, LLCActive
Notable overlap · 4 shared positions
$USB$COP$IBM$GEV
$227M
92 positions
#22Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$BRZE
$382M
55 positions
#23CULTIVAR CAPITAL, INC.Smart money
Notable overlap · 7 shared positions
$USB$GE$IBM$GEV$SO$PFE
$156M
46 positions
#24Passumpsic Savings Bank
Notable overlap · 4 shared positions
$USB$GE$GEV$BRZE
$183M
90 positions
#25Seaside Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$USB$COP$HON
$356M
65 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.