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Hedge Funds Similar to EHRLICH FINANCIAL GROUP

13F Portfolio OverlapQ3 2026EHRLICH FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

EHRLICH FINANCIAL GROUP is an institutional investor managing $193M across 120 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to EHRLICH FINANCIAL GROUP are Bigelow Investment Advisors, Impact Investors, Arnhold, with shared positions in $IAU, $AXP, $ANET, $DE, $MRVL, $WSM. The full ranking of 25 similar funds is below.

#1Bigelow Investment Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$AXP$ANET$DE$MRVL
$281M
154 positions
#2Impact Investors, IncActive
Notable overlap · 3 shared positions
$IAU$WSM$ANET
$137M
88 positions
#3Arnhold LLCActive
Notable overlap · 3 shared positions
$IAU$VZ$MRVL
$1.4B
113 positions
#4Forza Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$STX$VZ
$346M
194 positions
#5PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$IAU$DE$STX
$2.8B
186 positions
#6LIFELONG WEALTH ADVISORS, INC.Smart money
Notable overlap · 3 shared positions
$IAU$STX$MRVL
$432M
104 positions
#7TRUE Private Wealth AdvisorsPassive
Notable overlap · 3 shared positions
$IAU$MRVL$VZ
$1.2B
289 positions
#8Midwest Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$MRVL$DE
$246M
210 positions
#9CPA Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$AXP$DE
$357M
86 positions
#10Independent Family Office, LLCActive
Notable overlap · 3 shared positions
$IAU$AXP$ANET
$249M
85 positions
#11Dynasty Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$AXP$MRVL
$13.5B
367 positions
#12Cranbrook Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$MRVL$DE
$534M
406 positions
#13EQUITABLE TRUST COPassive
Notable overlap · 4 shared positions
$IAU$AXP$MRVL$STX
$2.4B
444 positions
#14Spectrum Asset Management, Inc. (NB/CA)Passive
Notable overlap · 4 shared positions
$IAU$EW$MRVL$DE
$346M
112 positions
#15Connective Portfolio Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$AXP$MRVL
$67M
39 positions
#16Chemistry Wealth Management LLCPassive
Notable overlap · 3 shared positions
$IAU$AXP$DE
$639M
208 positions
#17Dynamic Financial GroupSmart money
Notable overlap · 4 shared positions
$NUV$DE$IAU$VZ
$132M
76 positions
#18FORBES J M & CO LLPActive
Notable overlap · 3 shared positions
$IAU$ANET$VZ
$1.3B
157 positions
#19ETF Store, Inc.Active
Notable overlap · 3 shared positions
$IAU$BAR$VZ
$122M
109 positions
#20TSA Wealth Managment LLCActive
Notable overlap · 3 shared positions
$IAU$STX$MRVL
$356M
124 positions
#21Palisades Hudson Asset Management, L.P.Active
Some overlap · 3 shared positions
$IAU$AXP$DE
$286M
108 positions
#22Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$AXP$DE$WSM
$710M
193 positions
#23Exit Wealth Advisors, LLC.Passive
Some overlap · 3 shared positions
$IAU$USO$ANET
$220M
150 positions
#24REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$IAU$AXP$WSM
$1.9B
100 positions
#25Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$EW$IAU$ANET
$2.8B
151 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.