13F Pro

Hedge Funds Similar to ENDEAVOR PRIVATE WEALTH,

13F Portfolio OverlapQ1 2026ENDEAVOR PRIVATE WEALTH, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ENDEAVOR PRIVATE WEALTH, INC. is an institutional investor managing $349M across 202 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 ENDEAVOR PRIVATE WEALTH, are DAHRING {-} CUSMANO, Northwest Financial Advisors, Aprio Wealth ,, with shared positions in $CRM, $JHG, $IAU, $BAH, $HUM, $BRZE. The full ranking of 25 similar funds is below.

#1DAHRING {-} CUSMANO LLCActive
Some overlap · 5 shared positions
$CRM$JHG$IAU$BAH$HUM
$163M
58 positions
#2Northwest Financial AdvisorsPassive
Some overlap · 7 shared positions
$CRM$JHG$BAH$BRZE$IBM$HUM
$52M
66 positions
#3Aprio Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CRM$JHG$BAH$AMN$HUM
$1.8B
613 positions
#4KWB WealthActive
Some overlap · 5 shared positions
$CRM$JHG$BAH$AMN$SE
$1.0B
166 positions
#5STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive
Some overlap · 5 shared positions
$CRM$IAU$BAH$AMN$IBM
$128M
62 positions
#6Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$CRM$SE$BAH$GD
$100M
54 positions
#7WealthCare Investment Partners, LLCPassive
Some overlap · 4 shared positions
$CRM$SE$IAU$HUM
$360M
191 positions
#8PCG Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$CRM$BAH$JHG$AMN
$395M
164 positions
#9Advance Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$CRM$JHG$AMGN
$2.6B
185 positions
#10SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 5 shared positions
$CRM$BAH$BRZE$IBM$HUM
$222M
135 positions
#11Peak Asset Management, LLCPassive
Some overlap · 4 shared positions
$PCAR$JHG$CRM$AMN
$567M
148 positions
#12Johnson Bixby & Associates, LLCActive
Some overlap · 3 shared positions
$CRM$SE$HUM
$806M
127 positions
#13Kelly Financial Services LLCPassive
Some overlap · 4 shared positions
$JHG$SE$IAU$MDLZ
$414M
128 positions
#14Williams & Novak, LLCPassive
Some overlap · 3 shared positions
$CRM$SE$IAU
$134M
143 positions
#15TruWealth Advisors, LLCActive
Some overlap · 6 shared positions
$JHG$IAU$BAH$AMN$IBM$GD
$2.1B
182 positions
#16Hartmann Taylor Wealth Management, LLCActive
Some overlap · 4 shared positions
$CRM$BAH$BRZE$HUM
$151M
54 positions
#17Merited Wealth, LLCPassive
Some overlap · 3 shared positions
$CRM$BAH$SE
$121M
79 positions
#18PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$JHG$SE$CRM
$118M
70 positions
#19Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$JHG$SE$IAU$GD
$378M
200 positions
#20HIGHLINE WEALTH PARTNERS LLCPassive
Some overlap · 4 shared positions
$JHG$SE$IAU$BRZE
$392M
1,298 positions
#21LongView Wealth ManagementPassive
Some overlap · 3 shared positions
$CRM$BAH$SE
$398M
247 positions
#22MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$JHG$IAU$BRZE$BAH$IBM$HUM
$144M
99 positions
#23CLG LLCActive
Some overlap · 4 shared positions
$CRM$JHG$BAH$IBM
$403M
134 positions
#24Modern Wealth Management, LLCPassive
Some overlap · 5 shared positions
$JHG$BAH$IAU$SE$AMN
$5.8B
877 positions
#25Advisory Resource GroupPassive
Some overlap · 4 shared positions
$JHG$CRM$PSX$GD
$581M
172 positions

Compare ENDEAVOR PRIVATE WEALTH,’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 ENDEAVOR PRIVATE WEALTH,’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.