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Hedge Funds Similar to Equita Financial Network,

13F Portfolio OverlapQ1 2026Equita Financial Network, portfolio →
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Most similar hedge funds by 13F overlap

Equita Financial Network, Inc. is an institutional investor managing $318M across 87 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 Equita Financial Network, are Shotwell Rutter Baer, KEYVANTAGE WEALTH,, VERUS WEALTH ,, with shared positions in $USB, $TXN, $COP, $AMN, $NU, $MUFG. The full ranking of 25 similar funds is below.

#1Shotwell Rutter Baer IncActive
Substantial overlap · 7 shared positions
$USB$TXN$COP$AMN$NU$MUFG
$170M
38 positions
#2KEYVANTAGE WEALTH, LLCActive
Notable overlap · 4 shared positions
$USB$TXN$COP$DDOG
$227M
92 positions
#3VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$USB$COP$DDOG$AMN
$108M
49 positions
#4Farrell Financial LLCPassive
Notable overlap · 8 shared positions
$USB$COP$DDOG$MKL$CRM$NOW
$167M
76 positions
#5Avant Financial Advisors LLCActive
Notable overlap · 4 shared positions
$USB$TXN$COP$AMN
$142M
65 positions
#6Hassell Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$DDOG
$298M
28 positions
#7Legacy Edge Advisors, LLCActive
Notable overlap · 8 shared positions
$USB$DDOG$AMN$COP$NOW$MUFG
$951M
223 positions
#8Golden Bell Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$AMN$DDOG
$125M
37 positions
#9BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$USB$TXN$NOW
$174M
32 positions
#10Morton Brown Family Wealth, LLCActive
Notable overlap · 10 shared positions
$USB$TXN$AMN$COP$BRZE$NOW
$378M
292 positions
#11Foundation Wealth Management, LLC\PAActive
Notable overlap · 5 shared positions
$USB$COP$AMN$MKL$MAR
$284M
91 positions
#12SpringVest Wealth Management LLCActive
Notable overlap · 4 shared positions
$USB$COP$DDOG$MKL
$146M
67 positions
#13Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$USB$COP$BRZE$GLDM$DDOG
$2.1B
152 positions
#14Financial Futures Ltd Liability Co.Active
Notable overlap · 5 shared positions
$USB$AMN$DDOG$MUFG$NOW
$228M
72 positions
#15Insight Wealth Partners, LLCSmart money
Notable overlap · 4 shared positions
$USB$COP$AMN$TXN
$713M
120 positions
#16Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$USB$COP$CRM$MAR
$451M
146 positions
#17DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$USB$COP$BRZE$MAR
$464M
679 positions
#18Fortress Financial Solutions, LLCActive
Notable overlap · 3 shared positions
$USB$COP$MKL
$96M
56 positions
#19NEPC LLCSmart money
Notable overlap · 6 shared positions
$USB$COP$GLDM$NOW$BRZE$DDOG
$5.0B
51 positions
#20CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$363M
102 positions
#21TAGStone Capital, Inc.Passive
Notable overlap · 4 shared positions
$USB$COP$DDOG$MAR
$283M
137 positions
#22Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$COP$BRZE
$149M
70 positions
#23Luminvest Wealth Management LLCSmart money
Notable overlap · 5 shared positions
$USB$COP$DDOG$MKL$BRZE
$382M
55 positions
#24ATLas Financial Planning LLCActive
Notable overlap · 4 shared positions
$USB$AMN$BRZE$MAR
$112M
69 positions
#2525 LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$BRZE$LOW
$324M
69 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.