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Hedge Funds Similar to Endowment Wealth

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

Endowment Wealth Management, Inc. is an institutional investor managing $259M across 181 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 Endowment Wealth are Sageworth, Downshift Financial, OKABENA INVESTMENT SERVICES, with shared positions in $DOV, $IAU, $PLTR, $ASML, $TJX, $FBTC. The full ranking of 25 similar funds is below.

#1Sageworth Trust CoActive
Some overlap · 5 shared positions
$DOV$IAU$PLTR$ASML$TJX
$2.5B
127 positions
#2Downshift Financial, LLCActive
Some overlap · 4 shared positions
$DOV$FBTC$IAU$PLTR
$223M
668 positions
#3OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 4 shared positions
$DOV$IAU$TXN$APH
$560M
145 positions
#4DC Investments Management, LLCActive
Some overlap · 3 shared positions
$DOV$UBER$ASML
$293M
55 positions
#5NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$IAU$PLTR
$270M
74 positions
#6Five Pine Wealth ManagementActive
Some overlap · 3 shared positions
$DOV$IAU$FBTC
$177M
51 positions
#7PROFFITT & GOODSON INCActive
Some overlap · 4 shared positions
$DOV$ETN$TJX$CARR
$728M
298 positions
#8New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$IAU$TXN
$268M
50 positions
#9Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$TXN
$212M
171 positions
#10Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$DOV$PLTR$IAU$TJX
$294M
600 positions
#11Vantage Point Financial LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$IAU
$328M
188 positions
#12Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$IAU$ASML
$406M
308 positions
#13Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$IAU$ASML
$399M
87 positions
#14Stonehage Fleming Financial Services Holdings Ltd
Some overlap · 6 shared positions
$WST$DOV$APH$IAU$UBER$TJX
$2.9B
215 positions
#15Hartmann Taylor Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$PLTR$ASML
$151M
54 positions
#16Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$DOV$FBTC$TXN
$1.1B
106 positions
#17Wealth Architects, LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$TXN
$1.3B
248 positions
#18Orcam Financial GroupActive
Some overlap · 3 shared positions
$DOV$IAU$TJX
$205M
105 positions
#19Basecamp Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DOV$IAU$ASML
$537M
1,822 positions
#20Foster Group, Inc.Active
Some overlap · 3 shared positions
$DOV$PLTR$ETN
$3.8B
318 positions
#21Inscription Capital, LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$APH
$1.1B
791 positions
#22HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$APH
$270M
156 positions
#23Rakuten Investment Management, Inc.
Some overlap · 3 shared positions
$DOV$PLTR$TXN
$34.6B
467 positions
#24Brendel Financial Advisors LLCPassive
Some overlap · 4 shared positions
$DOV$WST$PLTR$SHW
$216M
101 positions
#25LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$IAU
$687M
383 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.