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 Etesian Wealth Advisors

13F Portfolio OverlapQ2 2026Etesian Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Etesian Wealth Advisors, Inc. is an institutional investor managing $338M across 141 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 Etesian Wealth Advisors are UNITED BANK, Hubbell Strickland Wealth, CFS Investment Advisory Services, with shared positions in $DOV, $MCD, $GILD, $ABT, $AFL, $PEP. The full ranking of 25 similar funds is below.

#1UNITED BANKActive

Some overlap · 7 shared positions

$DOV $MCD $GILD $ABT $AFL $PEP

$853M

130 positions

#2Hubbell Strickland Wealth Management, LLCSmart money

Some overlap · 6 shared positions

$DOV $MCD $QCOM $ABT $AFL $PEP

$277M

87 positions

#3CFS Investment Advisory Services, LLCPassive

Some overlap · 5 shared positions

$DOV $MCD $CTAS $CAH $AFL

$1.5B

357 positions

#4SECURITY NATIONAL BANK OF SO DAK

Some overlap · 6 shared positions

$DOV $QCOM $ABT $AFL $LDOS $PEP

$207M

119 positions

#5Brookmont Capital ManagementActive

Some overlap · 6 shared positions

$MCD $GILD $QCOM $ABT $PEP $WM

$186M

61 positions

#6CINCINNATI INSURANCE COActive

Some overlap · 5 shared positions

$DOV $MCD $QCOM $ABT $PEP

$6.9B

64 positions

#7Andrews Advisory Associates, LLCActive

Some overlap · 5 shared positions

$DOV $MCD $QCOM $AFL $PEP

$208M

86 positions

#8Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$MCD $GILD $QCOM $ABT $PEP

$467M

118 positions

#9POTOMAC FUND MANAGEMENT INC /ADVSmart money

Some overlap · 6 shared positions

$GILD $MCD $ABT $QCOM $PEP $WM

$4.0B

109 positions

#10Newton One Investments LLCActive

Some overlap · 4 shared positions

$DOV $MCD $EXC $PEP

$397M

146 positions

#11CINCINNATI FINANCIAL CORPActive

Some overlap · 4 shared positions

$DOV $MCD $QCOM $ABT

$5.2B

56 positions

#12TSG Advice Partners, LLC

Some overlap · 5 shared positions

$DOV $MCD $ABT $GILD $PEP

$667M

135 positions

#13MATHER GROUP, LLC.Active

Some overlap · 4 shared positions

$DOV $MCD $ABT $AFL

$11.5B

1,903 positions

#14Gleason Group, Inc.Active

Some overlap · 4 shared positions

$MCD $GILD $CTAS $QCOM

$1.1B

449 positions

#15Schrum Private Wealth Management LLCPassive

Some overlap · 4 shared positions

$DOV $MCD $ABT $PEP

$97M

109 positions

#16HOGE FINANCIAL SERVICES, LLCActive

Some overlap · 4 shared positions

$DOV $MCD $QCOM $PEP

$209M

83 positions

#17VSM Wealth Advisory, LLCActive

Some overlap · 4 shared positions

$DOV $EXC $MCD $WM

$376M

507 positions

#18Destination Wealth ManagementPassive

Some overlap · 5 shared positions

$MCD $QCOM $ABT $AFL $WM

$4.3B

344 positions

#19River Street Advisors LLCPassive

Some overlap · 4 shared positions

$DOV $MCD $QCOM $PEP

$340M

177 positions

#20Ridgewood Investments LLCPassive

Some overlap · 4 shared positions

$DOV $ORI $QCOM $PEP

$267M

208 positions

#21PLANNING DIRECTIONS INCActive

Slight overlap · 4 shared positions

$DOV $MCD $EXC $PEP

$216M

110 positions

#22J. Safra Sarasin Holding AGPassive

Slight overlap · 4 shared positions

$MCD $GILD $EXC $PEP

$7.0B

799 positions

#23DEARBORN PARTNERS LLCActive

Slight overlap · 4 shared positions

$MCD $CTAS $QCOM $ABT

$1.8B

269 positions

#24WBH ADVISORY INCPassive

Slight overlap · 4 shared positions

$DOV $MCD $PEP $WM

$1.5B

363 positions

#25CONNING INC.Passive

Slight overlap · 4 shared positions

$MCD $GILD $ABT $AFL

$3.3B

327 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.