What hedge funds are most similar to Eaton Financial Holdings Company, LLC?

The funds with the most similar 13F portfolios to Eaton Financial Holdings Company, LLC are HC Advisors,, Systelligence,, Etesian Wealth Advisors,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Eaton Financial Company,

13F Portfolio OverlapQ1 2026Eaton Financial Company, portfolio →

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Most similar hedge funds by 13F overlap

Eaton Financial Holdings Company, LLC is an institutional investor managing $305M across 125 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 Eaton Financial Company, are HC Advisors,, Systelligence,, Etesian Wealth Advisors,, with shared positions in $WT, $PHYS, $SNOW, $BAC, $USB, $WFC. The full ranking of 25 similar funds is below.

#1HC Advisors, LLCActive

Notable overlap · 6 shared positions

$WT $PHYS $SNOW $BAC $USB $WFC

$149M

60 positions

#2Systelligence, LLCPassive

Notable overlap · 5 shared positions

$WT $SNOW $YMM $USB $XYZ

$514M

56 positions

#3Etesian Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $SNOW $BAC $XYZ

$313M

138 positions

#4OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $PLTR

$215M

159 positions

#5Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$WT $SNOW $USB

$172M

25 positions

#6BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $EPD

$507M

78 positions

#7Lauer Wealth, LLCActive

Notable overlap · 6 shared positions

$WT $PLTR $USB $YMM $MU $SLV

$126M

67 positions

#8ESL Trust Services, LLCSmart money

Notable overlap · 3 shared positions

$WT $SNOW $NKE

$524M

258 positions

#9SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $FBTC $NKE

$139M

37 positions

#10Vantage Point Financial LLCPassive

Notable overlap · 4 shared positions

$WT $PLTR $NKE $SLV

$285M

176 positions

#11TopTier Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WT $SLV $SNOW $EPD

$163M

795 positions

#12SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$WT $SNOW $EPD $DIA

$125M

39 positions

#13Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $DDOG $NKE $BAC

$114M

68 positions

#14CPWA, LLCPassive

Notable overlap · 4 shared positions

$WT $SLV $NKE $MU

$84M

90 positions

#15INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 4 shared positions

$WT $SNOW $MU $BAC

$252M

89 positions

#16Haven Private, LLCPassive

Notable overlap · 3 shared positions

$WT $FBTC $PLTR

$230M

166 positions

#17Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$WT $DDOG $NKE

$119M

51 positions

#18Broussard Financial Group LLCActive

Notable overlap · 4 shared positions

$WT $SLV $DDOG $USB

$125M

29 positions

#19RATIONAL ADVISORS, INC.Active

Notable overlap · 5 shared positions

$WT $WFC $USB $BAC $DDOG

$980M

179 positions

#20Encompass More Asset ManagementPassive

Notable overlap · 5 shared positions

$WT $SLV $MU $USB $PLTR

$597M

251 positions

#21truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$WT $SLV $PLTR $DIA

$97M

49 positions

#22First Financial Group CorpActive

Notable overlap · 3 shared positions

$WT $SNOW $NKE

$122M

80 positions

#23Rare Wolf Capital LLCPassive

Notable overlap · 3 shared positions

$WT $PLTR $DDOG

$154M

127 positions

#24CLG LLCActive

Notable overlap · 4 shared positions

$WT $NKE $BAH $USB

$403M

134 positions

#25United Advisor Group, LLCPassive

Notable overlap · 4 shared positions

$WT $PLTR $BAH $DDOG

$811M

508 positions

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View Eaton Financial Company,’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.