What hedge funds are most similar to Envestnet Portfolio Solutions, Inc.?

The funds with the most similar 13F portfolios to Envestnet Portfolio Solutions, Inc. are Fonville Wealth, TIAA , NATIONAL ASSOCIATION, Brooklyn FI,, 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 Envestnet Portfolio Solutions,

13F Portfolio OverlapQ1 2026Envestnet Portfolio Solutions, portfolio →

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Most similar hedge funds by 13F overlap

Envestnet Portfolio Solutions, Inc. is an institutional investor managing $18.1B across 1,286 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 Envestnet Portfolio Solutions, are Fonville Wealth, TIAA , NATIONAL ASSOCIATION, Brooklyn FI,, with shared positions in $SE, $GMM, $BRZE, $AMN, $SNOW, $RF. The full ranking of 25 similar funds is below.

#1Fonville Wealth Management LLCPassive

Some overlap · 7 shared positions

$SE $GMM $BRZE $AMN $SNOW $RF

$525M

138 positions

#2TIAA TRUST, NATIONAL ASSOCIATIONPassive

Some overlap · 5 shared positions

$SE $GMM $AMN $IAU $SNOW

$1.6B

390 positions

#3Brooklyn FI, LLCActive

Some overlap · 5 shared positions

$SE $BRZE $GMM $USB $MUFG

$476M

78 positions

#4Archer Investment Management, LLCPassive

Some overlap · 6 shared positions

$SE $GMM $IAU $USB $MKL $MUFG

$238M

108 positions

#5Prosperity Planning, Inc.Active

Some overlap · 6 shared positions

$SE $AMN $BRZE $SNOW $USB $VLTO

$395M

110 positions

#6Cobblestone Asset Management LLCPassive

Some overlap · 5 shared positions

$SE $GMM $IAU $SNOW $MO

$222M

73 positions

#7RCS Financial Planning, LLCPassive

Some overlap · 7 shared positions

$GMM $BRZE $AMN $SE $IAU $SNOW

$193M

98 positions

#8TrueNorth, Inc.Passive

Some overlap · 5 shared positions

$SE $BRZE $AMN $AMAT $MKL

$1.0B

1,033 positions

#9Capital Asset Managemnet, LLCPassive

Some overlap · 6 shared positions

$SE $BRZE $IAU $SNOW $USB $VLTO

$89M

77 positions

#10THEORY FINANCIAL LLCPassive

Some overlap · 4 shared positions

$SE $BRZE $GMM $MUFG

$285M

94 positions

#11Hoxton Planning & Management, LLCPassive

Some overlap · 5 shared positions

$SE $BRZE $SNOW $IAU $AMAT

$333M

216 positions

#12ONE Advisory Partners, LLCActive

Some overlap · 5 shared positions

$SE $GMM $IAU $VLTO $AMAT

$324M

72 positions

#13rebel Financial LLCPassive

Some overlap · 6 shared positions

$SE $AMN $SNOW $USB $VLTO $MUFG

$231M

65 positions

#14Topel & Distasi Wealth Management, LLCActive

Slight overlap · 6 shared positions

$SE $GMM $USB $MKL $MUFG $SNOW

$193M

58 positions

#15SEEDS INVESTOR LLCPassive

Slight overlap · 6 shared positions

$SE $GMM $IAU $AMN $SNOW $MKL

$735M

350 positions

#16Westfuller Advisors, LLCPassive

Slight overlap · 5 shared positions

$SE $BRZE $SNOW $VLTO $MKL

$232M

756 positions

#17TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive

Slight overlap · 5 shared positions

$SE $GMM $SNOW $IAU $MUFG

$26.0B

702 positions

#18Davis Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$SE $GMM $IAU $SNOW $MUFG

$120M

72 positions

#19ALESCO ADVISORS LLCActive

Slight overlap · 7 shared positions

$SE $AMN $SNOW $VLTO $MUFG $IAU

$3.9B

243 positions

#20Foundation Wealth Management, LLC\PAActive

Slight overlap · 7 shared positions

$SE $AMN $SNOW $GMM $USB $MKL

$284M

91 positions

#21Altiora Financial Group, LLCActive

Slight overlap · 4 shared positions

$SE $BRZE $IAU $SNOW

$607M

110 positions

#22ENDEAVOR PRIVATE WEALTH, INC.Passive

Slight overlap · 4 shared positions

$SE $BRZE $AMN $IAU

$349M

202 positions

#23STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive

Slight overlap · 5 shared positions

$SE $GMM $VLTO $AMAT $MO

$113M

82 positions

#24Midwest Capital Advisors, LLCActive

Slight overlap · 4 shared positions

$SE $GMM $IAU $BRZE

$214M

199 positions

#25AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Slight overlap · 5 shared positions

$SE $GMM $USB $MO $MKL

$206M

97 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.