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 Emprise Bank

13F Portfolio OverlapQ1 2026Emprise Bank portfolio →

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Most similar hedge funds by 13F overlap

Emprise Bank is an institutional investor managing $271M across 109 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 Emprise Bank are HMV Wealth Advisors,, CLARIS ADVISORS, / MO /, Meredith Wealth Planning, with shared positions in $NEE, $AMN, $UNP, $TXN, $NOC, $UNH. The full ranking of 25 similar funds is below.

#1HMV Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$NEE $AMN $UNP $TXN $NOC

$213M

81 positions

#2CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 4 shared positions

$NEE $AMN $UNH $COP

$334M

70 positions

#3Meredith Wealth PlanningActive

Notable overlap · 4 shared positions

$NEE $AMN $COP $ETN

$369M

70 positions

#4HBE Wealth Management, LLCActive

Some overlap · 3 shared positions

$NEE $AMN $CB

$115M

53 positions

#5Torren Management, LLCActive

Some overlap · 3 shared positions

$NEE $AMN $CB

$201M

983 positions

#6Meritas Wealth Management, LLCActive

Some overlap · 3 shared positions

$NEE $AMN $CRM

$221M

60 positions

#7FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 3 shared positions

$NEE $AMN $COP

$293M

105 positions

#8CogentBlue Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$NEE $AMN $ETN

$149M

78 positions

#9High Probability Advisors, LLCActive

Some overlap · 3 shared positions

$NEE $AMN $ETN

$781M

67 positions

#10Petersen Hastings Wealth Advisors Inc.Smart money

Some overlap · 3 shared positions

$NEE $AMN $COP

$1.1B

81 positions

#11MASTER'S WEALTH MANAGEMENT INC.Active

Some overlap · 5 shared positions

$NEE $UNP $AMN $COP $NOC

$295M

82 positions

#12VOISARD ASSET MANAGEMENT GROUP, INC.Active

Some overlap · 5 shared positions

$NEE $AMN $COP $TMO $ETN

$469M

104 positions

#13Kennebec Savings BankPassive

Some overlap · 8 shared positions

$ETN $MDY $CB $NEE $NOC $TMO

$111M

249 positions

#14Schubert & CoActive

Some overlap · 4 shared positions

$NEE $AMN $UNP $COP

$123M

69 positions

#15Signet Investment Advisory Group, Inc.Passive

Some overlap · 5 shared positions

$NEE $ETN $NOC $COP $UNH

$218M

69 positions

#16EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$NEE $BAC $UNP $COP $UNH $TXN

$1.4B

56 positions

#17Greater Midwest Financial Group, LLCPassive

Some overlap · 5 shared positions

$AMN $NEE $ETN $TMO $TEL

$186M

65 positions

#18Savant Capital, LLCActive

Some overlap · 3 shared positions

$NEE $AMN $SOLV

$20.7B

1,500 positions

#19AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 5 shared positions

$NEE $ETN $TMO $ECL $TXN

$1.4B

114 positions

#20M. Kraus & CoActive

Some overlap · 5 shared positions

$NEE $TMO $COP $ECL $ETN

$343M

81 positions

#21NORTHWEST WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$AMN $NEE $ETN $UNP

$665M

255 positions

#22ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$NEE $AMN $MDY

$167M

35 positions

#23Peak Asset Management, LLCPassive

Some overlap · 6 shared positions

$AMN $MDY $COP $UNP $CRM $ECL

$567M

148 positions

#24Hamilton Point Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$AMN $NEE $ETN $CRM

$649M

186 positions

#25COGENT STRATEGIC WEALTH LLCActive

Some overlap · 3 shared positions

$AMN $NEE $CB

$97M

56 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.