13F Pro

Hedge Funds Similar to Echo45 Advisors

13F Portfolio OverlapQ1 2026Echo45 Advisors portfolio →
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Most similar hedge funds by 13F overlap

Echo45 Advisors LLC is an institutional investor managing $194M across 78 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 Echo45 Advisors are Marotta Asset, Cornerstone Wealth Advisors,, Spyglass, with shared positions in $UNIT, $SNOW, $UPST, $SNPS, $APP, $CDNS. The full ranking of 25 similar funds is below.

#1Marotta Asset ManagementActive
Notable overlap · 4 shared positions
$UNIT$SNOW$UPST$SNPS
$543M
103 positions
#2Cornerstone Wealth Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$UPST$UNIT$SNOW
$434M
49 positions
#3Spyglass Capital Management LLCActive
Notable overlap · 3 shared positions
$APP$CDNS$SNOW
$1.3B
24 positions
#4Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$UPST$SNOW$USB$UNIT
$109M
1,311 positions
#5Discipline Wealth Solutions, LLCActive
Notable overlap · 3 shared positions
$UPST$UNIT$SNOW
$950M
192 positions
#6RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Notable overlap · 4 shared positions
$DIA$UPST$USB$UNIT
$350M
53 positions
#7MATHER GROUP, LLC.Active
Notable overlap · 4 shared positions
$UNIT$SNOW$USB$SNPS
$10.0B
1,896 positions
#8Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$UPST$SNPS$USB
$2.1B
152 positions
#9Grove Street Fiduciary, LLCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$UPST
$227M
74 positions
#10TrueWealth Financial PartnersActive
Notable overlap · 4 shared positions
$UPST$UNIT$SNOW$HSBC
$251M
66 positions
#11Clarity Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$DIA$SNOW$SNPS$CDNS
$486M
108 positions
#12Sagace Wealth Management LLCPassive
Some overlap · 4 shared positions
$SNOW$SNPS$USB$UNIT
$149M
70 positions
#13Members Advisory Group LLCActive
Some overlap · 3 shared positions
$UPST$SNOW$USB
$292M
36 positions
#14ARK & TLK INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$UPST$SNOW$UNIT
$370M
119 positions
#15SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$APP$UNIT$SNOW
$152M
119 positions
#16San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$CDNS$UNIT$SNOW
$604M
175 positions
#17Compass Planning Associates IncSmart money
Some overlap · 3 shared positions
$UPST$SNOW$DIA
$156M
30 positions
#18Leeward Financial Partners, LLCPassive
Some overlap · 4 shared positions
$UNIT$SNOW$APP$USB
$336M
97 positions
#19HORIZON FINANCIAL SERVICES, LLCPassive
Some overlap · 4 shared positions
$UPST$SNPS$USB$UNIT
$226M
425 positions
#20Disciplined Investments, LLCPassive
Some overlap · 5 shared positions
$UPST$USB$SNPS$SNOW$UNIT
$279M
141 positions
#21Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$UPST$SNOW$UNIT
$607M
110 positions
#22MAYPORT, LLCActive
Some overlap · 3 shared positions
$UPST$UNIT$SNOW
$538M
130 positions
#23Clarity Capital Advisors, LLCActive
Some overlap · 4 shared positions
$SNOW$UPST$UNIT$USB
$215M
95 positions
#24Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$DIA$SNOW$USB
$99M
59 positions
#25LMG Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$UNIT$SNOW$USB$CB
$549M
154 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.