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Hedge Funds Similar to Enhancing

13F Portfolio OverlapQ3 2026Enhancing portfolio →
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Most similar hedge funds by 13F overlap

Enhancing Capital LLC is an institutional investor managing $144M across 88 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Enhancing are OLD REPUBLIC INTERNATIONAL, Stack Financial, REAVES W H, with shared positions in $CMI, $TXN, $AEP, $BMY, $WEC, $XEL. The full ranking of 25 similar funds is below.

#1OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 7 shared positions
$CMI$TXN$AEP$BMY$WEC$XEL
$2.2B
70 positions
#2Stack Financial Management, IncActive
Notable overlap · 5 shared positions
$AEP$NEE$WM$LHX$COP
$1.3B
54 positions
#3REAVES W H & CO INCActive
Notable overlap · 6 shared positions
$AEP$NEE$LNT$SRE$WEC$XEL
$6.6B
94 positions
#4First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 5 shared positions
$TXN$NEE$WM$MCD$DIS
$529M
75 positions
#5Socorro Asset Management LPActive
Notable overlap · 5 shared positions
$NEE$TXN$SRE$XEL$DIS
$223M
33 positions
#6OPUS INVESTMENT MANAGEMENT INCSmart money
Notable overlap · 5 shared positions
$NEE$WM$LNT$XEL$MCD
$183M
31 positions
#7Energy Income Partners, LLCActive
Notable overlap · 7 shared positions
$AEP$NEE$SRE$ET$LNT$WEC
$6.4B
88 positions
#8Harrison Street Private Wealth LLCActive
Notable overlap · 4 shared positions
$NEE$AEP$SRE$XEL
$73M
21 positions
#9Capital Innovations LLCActive
Notable overlap · 5 shared positions
$NEE$WM$SRE$AEP$XEL
$385M
51 positions
#10Ipsen Advisor Group LLCPassive
Notable overlap · 6 shared positions
$TXN$WM$BMY$SRE$NEE$LNT
$155M
107 positions
#11FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$NEE$AEP$TXN$MCD
$1.7B
256 positions
#12LDIC Inc.Active
Some overlap · 3 shared positions
$NEE$TXN$WM
$166M
19 positions
#13Welch Group, LLCPassive
Some overlap · 4 shared positions
$TXN$NEE$AEP$MCD
$2.9B
326 positions
#14Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$NEE$AEP$COP$MCD
$143M
66 positions
#15NovaPoint Capital, LLCPassive
Some overlap · 4 shared positions
$CMI$TXN$GRMN$LHX
$464M
162 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$NEE$TXN$BMY$COP
$1.3B
58 positions
#17Magellan Asset Management LtdActive
Some overlap · 6 shared positions
$LNT$AEP$NEE$SRE$WEC$XEL
$4.5B
78 positions
#18DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$TXN$NEE$ET$LHX
$517M
137 positions
#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CMI$TXN$WEC$MCD
$233M
122 positions
#20Outlook Capital Management, LLCActive
Some overlap · 6 shared positions
$CMI$TXN$COP$AEP$MCD$DIS
$310M
42 positions
#21PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$CMI$TXN$COP
$175M
73 positions
#22Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$CMI$TXN$COP
$4.0B
28 positions
#23Atwater Malick LLCActive
Some overlap · 4 shared positions
$CMI$WM$MCD$DIS
$454M
131 positions
#24Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$CMI$AEP$LHX
$673M
158 positions
#25MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$TXN$WM$NEE$SRE$WEC$MCD
$277M
147 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.