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Hedge Funds Similar to Wealth Enhancement Services

13F Portfolio OverlapQ2 2026Wealth Enhancement Services portfolio →
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Most similar hedge funds by 13F overlap

Wealth Enhancement Trust Services, Inc. is an institutional investor managing $900M across 1,529 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wealth Enhancement Services are Stokes Advisors, HALL, Machina S.A.S., with shared positions in $AXP, $PEP, $TJX, $LMT, $LIN, $ABT. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$AXP$PEP$TJX$LMT$LIN$ABT
$467M
118 positions
#2HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$AXP$ISRG$PEP$TJX$LMT$ABT
$321M
107 positions
#3Machina Capital S.A.S.Passive
Some overlap · 7 shared positions
$PEP$TJX$LMT$LIN$BKNG$ABT
$631M
368 positions
#4BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PEP$DE$TJX$LIN$ABT$CB
$8.0B
1,334 positions
#5Choate Investment AdvisorsActive
Some overlap · 6 shared positions
$AXP$PEP$TJX$LIN$BKNG$ABT
$5.7B
472 positions
#6Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$AXP$PEP$DE$LMT$ABT
$181M
81 positions
#7Shelter Mutual Insurance CoActive
Some overlap · 5 shared positions
$AXP$PEP$DE$LIN$BKNG
$473M
58 positions
#8Boit C F DavidPassive
Some overlap · 6 shared positions
$PEP$LMT$LIN$BKNG$ABT$CB
$238M
85 positions
#9Family Capital Trust CoActive
Some overlap · 6 shared positions
$AXP$TJX$LIN$ABT$CB$PEP
$307M
83 positions
#10GLENMEDE TRUST CO NAPassive
Some overlap · 6 shared positions
$PEP$TJX$BKNG$AXP$ABT$CB
$22.7B
1,487 positions
#11COURIER CAPITAL LLCPassive
Some overlap · 5 shared positions
$AXP$PEP$TJX$LMT$LIN
$2.0B
399 positions
#12Bolthouse Investments, LLCActive
Some overlap · 6 shared positions
$DE$TJX$LMT$LIN$ABT$CB
$123M
86 positions
#13CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$AXP$PEP$TJX$LIN$CB
$1.2B
153 positions
#14Ark Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$PEP$LMT$LIN$CB
$113M
87 positions
#15Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$PEP$TJX$ABT$CB
$116M
240 positions
#16Willis Investment CounselActive
Some overlap · 5 shared positions
$AXP$PEP$LMT$ABT$CB
$2.1B
125 positions
#17Broadway Wealth Solutions, Inc.Smart money
Some overlap · 5 shared positions
$PEP$DE$TJX$MCHP$BKNG
$214M
92 positions
#18WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$PEP$DE$TJX$LMT$LIN
$1.3B
73 positions
#19SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Some overlap · 5 shared positions
$PEP$DE$TJX$LMT$ABT
$734M
188 positions
#20Kidder Stephen WActive
Some overlap · 5 shared positions
$AXP$DE$TJX$ABT$PEP
$396M
75 positions
#21Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 5 shared positions
$AXP$TJX$MCHP$LMT$ABT
$360M
69 positions
#22CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$PEP$DE$TJX$LIN$CB
$767M
184 positions
#23CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$PEP$DE$LMT$LIN$CB
$200M
76 positions
#24Vertrix Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$AXP$TJX$LMT$LIN$ABT
$297M
103 positions
#25HENDLEY & CO INCActive
Slight overlap · 5 shared positions
$PEP$AXP$TJX$LIN$ABT
$283M
47 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.