13F Pro

Hedge Funds Similar to EARNED WEALTH ADVISORS

13F Portfolio OverlapQ2 2026EARNED WEALTH ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

EARNED WEALTH ADVISORS, LLC is an institutional investor managing $1.6B across 312 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 EARNED WEALTH ADVISORS are CGN Advisors, MONETTA FINANCIAL SERVICES, TABR, with shared positions in $GLW, $CRWD, $BX, $ANET, $DDOG, $SHOP. The full ranking of 25 similar funds is below.

#1CGN Advisors LLCPassive
Some overlap · 4 shared positions
$GLW$CRWD$BX$ANET
$1.4B
322 positions
#2MONETTA FINANCIAL SERVICES INCPassive
Slight overlap · 4 shared positions
$GLW$CRWD$DDOG$SHOP
$148M
59 positions
#3TABR Capital Management, LLCActive
Slight overlap · 4 shared positions
$GLW$CRWD$DDOG$SHOP
$117M
54 positions
#4Bluebird Wealth Management LLCPassive
Slight overlap · 4 shared positions
$GLW$CRWD$DDOG$ANET
$115M
89 positions
#5Retireful, LLCPassive
Slight overlap · 4 shared positions
$GLW$CRWD$DDOG$ANET
$107M
81 positions
#6Green Alpha Advisors, LLCPassive
Slight overlap · 4 shared positions
$GLW$CRWD$DDOG$ANET
$149M
113 positions
#7Werlinich Asset Management, LLCActive
Slight overlap · 4 shared positions
$GLW$CRWD$BX$ANET
$262M
58 positions
#8Emissary Wealth LLCPassive
Slight overlap · 3 shared positions
$GLW$CRWD$BX
$131M
63 positions
#9OPINICUS CAPITAL, INC.Passive
Slight overlap · 3 shared positions
$GLW$CRWD$BX
$187M
105 positions
#10Fairscale Capital, LLCActive
Slight overlap · 3 shared positions
$CRWD$GLW$BX
$167M
441 positions
#11Redwood Financial Network CorpPassive
Slight overlap · 4 shared positions
$CRWD$BX$SHOP$ANET
$180M
192 positions
#12VMS Asset Management LimitedPassive
Slight overlap · 3 shared positions
$GLW$CRWD$DDOG
$315M
33 positions
#13PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$GLW$CRWD$DDOG
$462M
86 positions
#14Linden Thomas Advisory Services, LLCPassive
Slight overlap · 4 shared positions
$GLW$CRWD$DDOG$ANET
$1.2B
542 positions
#15Sepio Capital, LPActive
Slight overlap · 3 shared positions
$GLW$CRWD$SHOP
$2.0B
346 positions
#16Legacy Advisory Services, LLCActive
Slight overlap · 3 shared positions
$GLW$CRWD$SHOP
$142M
54 positions
#17Forefront Wealth Partners, LLCPassive
Slight overlap · 4 shared positions
$CRWD$DDOG$SHOP$ANET
$323M
177 positions
#18ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Slight overlap · 4 shared positions
$CRWD$DDOG$SHOP$ANET
$4.4B
109 positions
#19Synergy Financial Group, LTDPassive
Slight overlap · 4 shared positions
$CRWD$DDOG$SHOP$ANET
$139M
119 positions
#20Kessler Investment Group, LLCPassive
Slight overlap · 3 shared positions
$GLW$CRWD$ANET
$234M
81 positions
#21Markin Volterra Fund LPActive
Slight overlap · 3 shared positions
$GLW$CRWD$ANET
$147M
69 positions
#22Riggs Asset Managment Co. Inc.Passive
Slight overlap · 3 shared positions
$GLW$CRWD$ANET
$560M
132 positions
#23RMR Wealth BuildersActive
Slight overlap · 3 shared positions
$GLW$CRWD$ANET
$1.6B
316 positions
#24Turner Financial Group, Inc.Passive
Slight overlap · 3 shared positions
$GLW$CRWD$ANET
$101M
112 positions
#25PeakShares LLCActive
Slight overlap · 3 shared positions
$GLW$CRWD$ANET
$134.4B
122 positions

Compare EARNED WEALTH ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View EARNED WEALTH ADVISORS’s holdings

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.