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Hedge Funds Similar to Embree Financial Group

13F Portfolio OverlapQ1 2026Embree Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Embree Financial Group is an institutional investor managing $999M across 290 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 Embree Financial Group are Miramar ,, Lakeshore Financial Planning,, Iron Financial,, with shared positions in $OKE, $CME, $HUM, $ABT, $GD, $MCD. The full ranking of 25 similar funds is below.

#1Miramar Capital, LLCPassive
Some overlap · 8 shared positions
$OKE$CME$HUM$ABT$GD$MCD
$449M
56 positions
#2Lakeshore Financial Planning, Inc.Active
Some overlap · 6 shared positions
$OKE$NKE$EPAM$MCD$HUM$BAC
$276M
85 positions
#3Iron Financial, LLCPassive
Some overlap · 4 shared positions
$OKE$CME$CBOE$HUM
$229M
145 positions
#4Fort Sheridan Advisors LLCPassive
Some overlap · 5 shared positions
$OKE$CME$CBOE$HUM$DE
$828M
282 positions
#5Evergreen Wealth Partners LLCActive
Some overlap · 4 shared positions
$NKE$OKE$ABT$MCD
$131M
84 positions
#6Fonville Wealth Management LLCPassive
Some overlap · 7 shared positions
$NKE$EPAM$KKR$HUM$GD$PLTR
$525M
138 positions
#7Beckerman Institutional, LLCPassive
Some overlap · 5 shared positions
$NKE$OKE$HUM$BAC$MAR
$188M
121 positions
#8McGlone Suttner Wealth Management, Inc.Active
Some overlap · 6 shared positions
$NKE$KKR$BAC$HUM$GD$MCD
$755M
189 positions
#9COLLECTIVE FAMILY OFFICE LLCPassive
Some overlap · 4 shared positions
$OKE$NKE$KKR$HUM
$489M
161 positions
#10Disciplined Equity Management, Inc.Active
Some overlap · 3 shared positions
$NKE$OKE$PLTR
$199M
44 positions
#11Innovative Wealth Building LLCActive
Some overlap · 7 shared positions
$OKE$HUM$KKR$MAR$MCD$DIA
$142M
70 positions
#12Forum Financial Management, LPSmart money
Some overlap · 7 shared positions
$NKE$OKE$DE$PLTR$ABT$CBOE
$7.1B
331 positions
#13Timonier Family Office, LTD.
Some overlap · 3 shared positions
$NKE$EPAM$MAR
$315M
56 positions
#14COWA, LLCActive
Some overlap · 3 shared positions
$NKE$OKE$DIA
$371M
158 positions
#15HANOVER ADVISORS INCActive
Some overlap · 8 shared positions
$EPAM$KKR$HUM$PLTR$MAR$MDY
$246M
118 positions
#16Cambridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$NKE$KKR$EPAM$HUM$DIA
$295M
168 positions
#17Bulwark Capital CorpActive
Some overlap · 4 shared positions
$OKE$KKR$HUM$MAR
$162M
100 positions
#18Clark Wealth PartnersActive
Some overlap · 5 shared positions
$OKE$BAC$GD$MCD$PLTR
$149M
604 positions
#19VeraBank, N.A.Active
Some overlap · 5 shared positions
$NKE$KKR$DE$ABT$MCD
$546M
173 positions
#20Vickerman Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$OKE$KKR$NKE$MAR
$476M
94 positions
#21Navigation Group, LLCActive
Some overlap · 4 shared positions
$OKE$KKR$BAC$PLTR
$427M
113 positions
#22Navis Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$OKE$NKE$HUM
$196M
175 positions
#23Platform Wealth Management, LLC
Some overlap · 5 shared positions
$NKE$CME$MAR$MCD$DE
$376M
60 positions
#24MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$OKE$CME$GD$MCD
$220M
148 positions
#25Destiny Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$NKE$KKR$OKE$HUM$PLTR
$914M
1,148 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.