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Hedge Funds Similar to Envision Financial

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

Envision Financial LLC is an institutional investor managing $217M across 48 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 Envision Financial are MB, LEVIS & ASSOCIATES,, Broussard Financial Group, Lunt ,, with shared positions in $WT, $DDOG, $UNIT, $USB, $FND, $ALPS. The full ranking of 25 similar funds is below.

#1MB, LEVIS & ASSOCIATES, LLCPassive
Substantial overlap · 3 shared positions
$WT$DDOG$UNIT
$240M
234 positions
#2Broussard Financial Group LLCActive
Substantial overlap · 3 shared positions
$WT$USB$DDOG
$125M
29 positions
#3Lunt Capital Management, Inc.Active
Substantial overlap · 3 shared positions
$WT$FND$USB
$260M
97 positions
#4AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Substantial overlap · 4 shared positions
$WT$DDOG$UNIT$USB
$206M
97 positions
#5Madrid Financial ServicesActive
Substantial overlap · 3 shared positions
$WT$USB$ALPS
$169M
26 positions
#6JBGlobal.com LLCActive
Substantial overlap · 3 shared positions
$WT$USB$UNIT
$102M
27 positions
#7WESCAP Management Group, Inc.Active
Substantial overlap · 3 shared positions
$WT$USB$UNIT
$508M
107 positions
#8CATHY PARETO & ASSOCIATES, INCPassive
Substantial overlap · 5 shared positions
$WT$UNIT$USB$ALPS$BPRE
$149M
96 positions
#9Spinnaker Investment Group, LLCActive
Substantial overlap · 3 shared positions
$WT$UNIT$BPRE
$491M
147 positions
#10MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$WT$USB$ALPS
$1.3B
143 positions
#11BIP Wealth, LLCActive
Notable overlap · 3 shared positions
$WT$USB$UNIT
$2.5B
453 positions
#12Avant Capital LLCPassive
Notable overlap · 3 shared positions
$WT$UNIT$ALPS
$142M
76 positions
#13Clearwater Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$WT$USB$DDOG
$1.2B
177 positions
#14Berkeley, IncActive
Notable overlap · 3 shared positions
$WT$UNIT$BPRE
$298M
81 positions
#1525 LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$UNIT$BPRE
$324M
69 positions
#16Glassman Wealth ServicesSmart money
Notable overlap · 4 shared positions
$WT$DDOG$UNIT$USB
$736M
187 positions
#17Newton One Investments LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$UNIT$WT
$368M
121 positions
#18Pinnacle Financial Group, LLC / ILPassive
Notable overlap · 3 shared positions
$WT$UNIT$USB
$365M
111 positions
#19Barry Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$WT$UNIT$ALPS
$454M
99 positions
#20MOLLER WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$WT$DDOG$USB
$507M
67 positions
#21Pioneer Wealth Management GroupSmart money
Notable overlap · 3 shared positions
$USB$UNIT$DDOG
$357M
50 positions
#22Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$USB$WT$DDOG
$167M
76 positions
#23Yoder Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$WT$USB$UNIT
$219M
124 positions
#24Legacy Edge Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$UNIT
$951M
223 positions
#25BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$UNIT
$1.2B
229 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.