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 EHRLICH FINANCIAL GROUP

13F Portfolio OverlapQ1 2026EHRLICH FINANCIAL GROUP portfolio →

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Most similar hedge funds by 13F overlap

EHRLICH FINANCIAL GROUP is an institutional investor managing $194M across 119 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 EHRLICH FINANCIAL GROUP are Ballast Financial Advisors, Intellus Advisors, Roof Eidam Maycock Peralta,, with shared positions in $HUM, $SOLV, $IAU, $MS, $KKR, $UNIT. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $SOLV $IAU $MS $KKR $UNIT

$98M

68 positions

#2Intellus Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $SOLV $IAU $MS

$732M

125 positions

#3Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 4 shared positions

$HUM $SOLV $MDLZ $UNIT

$436M

125 positions

#4Madson Wealth Advisors IncPassive

Notable overlap · 5 shared positions

$HUM $SOLV $MS $IAU $MDLZ

$120M

84 positions

#5Cobblestone Asset Management LLCPassive

Notable overlap · 4 shared positions

$GMM $SOLV $IAU $SNOW

$222M

73 positions

#6Helen Stephens Group, LLCActive

Notable overlap · 7 shared positions

$HUM $IAU $SOLV $MS $SNOW $SLV

$501M

124 positions

#7Accretive Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$HUM $IAU $MS $KKR

$356M

180 positions

#8MBA Advisors LLCPassive

Notable overlap · 6 shared positions

$SOLV $IAU $JHG $SNOW $KKR $VZ

$260M

146 positions

#9West Wealth Group, LLCActive

Notable overlap · 4 shared positions

$GMM $SOLV $IAU $MS

$506M

130 positions

#10WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 7 shared positions

$HUM $IAU $GSAT $DE $SLV $KKR

$284M

123 positions

#11Bigelow Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$HUM $IAU $SNOW $AXP $KKR

$250M

153 positions

#12Ariston Services GroupActive

Some overlap · 5 shared positions

$HUM $IAU $SNOW $KKR $DE

$167M

71 positions

#13KITCHING PARTNERS, LLCActive

Some overlap · 5 shared positions

$HUM $IAU $AXP $GSAT $SLV

$109M

40 positions

#14Global Wealth Strategies & AssociatesActive

Some overlap · 4 shared positions

$HUM $IAU $MDLZ $SNOW

$528M

97 positions

#15Centerpoint Advisory GroupPassive

Some overlap · 4 shared positions

$HUM $SOLV $MS $AXP

$133M

108 positions

#16Detalus Advisors, LLCActive

Some overlap · 4 shared positions

$GMM $MDLZ $HUM $JHG

$438M

186 positions

#17KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$GMM $SOLV $MS

$743M

262 positions

#18Adirondack Capital Advisors, LLCSmart money

Some overlap · 4 shared positions

$HUM $MDLZ $MS $KKR

$156M

44 positions

#19JNBA Financial AdvisorsActive

Some overlap · 3 shared positions

$GMM $HUM $IAU

$1.2B

819 positions

#20Per Stirling Capital Management, LLC.Passive

Some overlap · 6 shared positions

$SOLV $JHG $MS $IAU $HUM $SNOW

$905M

310 positions

#21W ADVISORS, LLCPassive

Some overlap · 5 shared positions

$HUM $MDLZ $MS $KKR $VZ

$195M

141 positions

#22Alpha Zero LLCActive

Some overlap · 3 shared positions

$SOLV $IAU $JHG

$198M

79 positions

#23DAHRING {-} CUSMANO LLCActive

Some overlap · 5 shared positions

$HUM $IAU $JHG $SLV $KKR

$163M

58 positions

#24Global Wealth Management, LLCActive

Some overlap · 4 shared positions

$HUM $IAU $SLV $MDLZ

$183M

44 positions

#25SIGNATUREFD, LLCActive

Some overlap · 4 shared positions

$HUM $JHG $MDLZ $SOLV

$6.5B

3,465 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.