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Hedge Funds Similar to MYECFO,

13F Portfolio OverlapQ1 2026MYECFO, portfolio →
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Most similar hedge funds by 13F overlap

MYECFO, LLC is an institutional investor managing $239M across 66 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 MYECFO, are Hegarty Advisors,, Systelligence,, Orcam Financial Group, with shared positions in $DOV, $SIVR, $MKL, $GLDM, $HUM, $IAU. The full ranking of 25 similar funds is below.

#1Hegarty Advisors, LLCActive
Notable overlap · 5 shared positions
$DOV$SIVR$MKL$GLDM$HUM
$127M
57 positions
#2Systelligence, LLCPassive
Some overlap · 5 shared positions
$DOV$SIVR$IAU$MAR$SNOW
$514M
56 positions
#3Orcam Financial GroupSmart money
Some overlap · 4 shared positions
$DOV$MKL$IAU$MAR
$141M
62 positions
#4Weil Company, Inc.Passive
Some overlap · 4 shared positions
$DOV$MKL$IAU$NOW
$445M
115 positions
#5Shira Ridge Wealth ManagementActive
Some overlap · 5 shared positions
$NOW$GLDM$SCHW$MAR$HUM
$253M
79 positions
#6Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$DOV$IAU$MKL$SCHW$HUM
$90M
65 positions
#7Harpswell Capital Advisors, LLCSmart money
Some overlap · 4 shared positions
$DOV$MKL$AFRM$SCHW
$134M
36 positions
#8Compass Advisory Group LLCActive
Some overlap · 6 shared positions
$DOV$MKL$SCHW$MAR$HUM$SNOW
$374M
86 positions
#9Topor & Co. KoreaActive
Some overlap · 3 shared positions
$DOV$MKL$IAU
$118M
18 positions
#10Long Island Wealth Management, Inc.Active
Some overlap · 5 shared positions
$DOV$MKL$MAR$HUM$SNOW
$216M
89 positions
#11NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$DOV$GLDM$IAU$SNOW
$247M
71 positions
#12SPINNAKER TRUSTActive
Some overlap · 3 shared positions
$NOW$IAU$AFRM
$1.8B
285 positions
#13RAM Investment Partners, LLCActive
Some overlap · 4 shared positions
$NOW$IAU$MAR$DOV
$569M
121 positions
#14AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$GLDM$SCHW
$710M
221 positions
#15Novak & Powell Financial Services, Inc.Passive
Some overlap · 7 shared positions
$DOV$IAU$MKL$SCHW$MAR$HUM
$186M
163 positions
#16CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money
Some overlap · 6 shared positions
$DOV$IAU$HUM$SCHW$NOW$AFRM
$6.3B
64 positions
#17Zhang Financial LLCActive
Some overlap · 4 shared positions
$DOV$IAU$GLDM$SNOW
$2.9B
367 positions
#18New England Private Wealth Advisors LLCActive
Some overlap · 7 shared positions
$DOV$GLDM$IAU$AFRM$MAR$MKL
$866M
194 positions
#19Pacific Park Financial, Inc.Active
Some overlap · 5 shared positions
$DOV$IAU$SIVR$MAR$SNOW
$153M
73 positions
#20Balanced Rock Investment Advisors LLCPassive
Some overlap · 4 shared positions
$NOW$AFRM$SCHW$SNOW
$143M
96 positions
#21LFA - Lugano Financial Advisors SAActive
Some overlap · 5 shared positions
$NOW$AFRM$IAU$MKL$MAR
$197M
223 positions
#22Vernal Point Advisors, LLCSmart money
Some overlap · 3 shared positions
$DOV$IAU$SCHW
$246M
21 positions
#23Xena Financial Planning, LLCActive
Some overlap · 3 shared positions
$NOW$DOV$AFRM
$89M
33 positions
#24Breakwater Investment ManagementPassive
Some overlap · 6 shared positions
$DOV$MKL$SCHW$HUM$MAR$SNOW
$269M
506 positions
#25Prime Buchholz LLCActive
Some overlap · 3 shared positions
$DOV$AFRM$SCHW
$191M
22 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.