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Hedge Funds Similar to Ethos Financial Group

13F Portfolio OverlapQ2 2026Ethos Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Ethos Financial Group, LLC is an institutional investor managing $1.5B across 648 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 Ethos Financial Group are Luminist, Evelyn Partners Asset Ltd, WT Wealth, with shared positions in $SGOL, $DOV, $YMM, $FDUS, $NEE, $PNC. The full ranking of 25 similar funds is below.

#1Luminist Capital LLCActive
Notable overlap · 3 shared positions
$SGOL$DOV$YMM
$89M
418 positions
#2Evelyn Partners Asset Management Ltd
Notable overlap · 3 shared positions
$DOV$SGOL$YMM
$406M
308 positions
#3WT Wealth ManagementPassive
Some overlap · 3 shared positions
$SGOL$FDUS$YMM
$357M
145 positions
#4HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$NEE$PNC
$209M
83 positions
#5Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$PCT$YMM
$166M
570 positions
#6Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$PNC$NEE
$212M
171 positions
#7Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$DOV$PNC$NEE
$445M
141 positions
#8CURA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$DOV$MFIC$FSK
$234M
140 positions
#9OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 3 shared positions
$DOV$NEE$BXSL
$501M
276 positions
#10Allied Private Wealth LLCPassive
Some overlap · 4 shared positions
$SGOL$PCT$NEE$ALPS
$156M
906 positions
#11Clay Northam Wealth Management, LLCActive
Some overlap · 3 shared positions
$ALPS$MELI$NEE
$214M
109 positions
#12Austin Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$NEE$LPRO
$473M
126 positions
#13Cyndeo Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$JFR$YMM$NEE
$2.2B
562 positions
#14LB Partners LLCActive
Slight overlap · 4 shared positions
$LPRO$SGOL$MFIC$FSK
$147M
34 positions
#15Muzinich & Co., Inc.Active
Slight overlap · 4 shared positions
$MFIC$FSK$BXSL$FDUS
$301M
23 positions
#16Bayshore Capital Advisors, LLCSmart money
Slight overlap · 4 shared positions
$YMM$MFIC$BXSL$FSK
$214M
42 positions
#17Integrity Wealth Solutions LLCActive
Slight overlap · 3 shared positions
$DOV$MELI$NEE
$271M
129 positions
#18GenTrust, LLCActive
Slight overlap · 4 shared positions
$YMM$MELI$PNC$DOV
$2.6B
201 positions
#19Wagner Wealth Management, CorpPassive
Slight overlap · 3 shared positions
$DOV$NEE$PNC
$128M
100 positions
#20Charter Oak Capital Management, LLC
Slight overlap · 3 shared positions
$DOV$NEE$PNC
$1.3B
208 positions
#21Dala Group, LLCActive
Slight overlap · 3 shared positions
$NEE$MELI$DOV
$121M
68 positions
#22MOSELEY INVESTMENT MANAGEMENT INC
Slight overlap · 3 shared positions
$NEE$DOV$MELI
$314M
163 positions
#23PUREfi Wealth, LLCPassive
Slight overlap · 3 shared positions
$ALPS$NEE$PNC
$214M
228 positions
#24Frederick Financial Consultants, LLCActive
Slight overlap · 3 shared positions
$NEE$DOV$PNC
$236M
121 positions
#25Skyline Advisors, Inc.Active
Slight overlap · 3 shared positions
$NEE$SGOL$PNC
$319M
123 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.