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Hedge Funds Similar to Wealth Enhancement Services,

13F Portfolio OverlapQ1 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 $792M across 738 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 Wealth Enhancement Services, are Lionsbridge Wealth, Milestone Investment Advisors, Reality Financial Planning Services,, with shared positions in $WT, $SNOW, $BRZE, $RELX, $JHG, $TJX. The full ranking of 25 similar funds is below.

#1Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$WT$SNOW$BRZE$RELX
$99M
59 positions
#2Milestone Investment Advisors LLCActive
Some overlap · 3 shared positions
$WT$SNOW$BRZE
$414M
139 positions
#3Reality Financial Planning Services, LLCSmart money
Some overlap · 3 shared positions
$WT$SNOW$BRZE
$104M
20 positions
#4WT Wealth ManagementPassive
Some overlap · 5 shared positions
$WT$SNOW$RELX$JHG$TJX
$336M
138 positions
#5RETIREMENT CAPITAL STRATEGIESActive
Some overlap · 3 shared positions
$WT$SNOW$RELX
$265M
62 positions
#6Professional Financial Advisors, LLCActive
Some overlap · 4 shared positions
$WT$BRZE$SNOW$LUV
$491M
137 positions
#7Smart Money Group LLCSmart money
Some overlap · 4 shared positions
$WT$SNOW$LMT$TJX
$344M
84 positions
#8Peck Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WT$SNOW$AXP$TJX
$100M
122 positions
#9TRB Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$BRZE$WT$RELX
$704M
285 positions
#10Phillip James Consulting Co.Passive
Some overlap · 4 shared positions
$WT$SNOW$AXP$DHR
$132M
378 positions
#11Retirement Management Systems Inc.Active
Some overlap · 3 shared positions
$WT$SNOW$JHG
$415M
51 positions
#12First Financial Group CorpActive
Some overlap · 3 shared positions
$WT$SNOW$JHG
$122M
80 positions
#13Lionshead Wealth Management, LLCPassive
Some overlap · 3 shared positions
$WT$SNOW$JHG
$136M
108 positions
#14MBA Advisors LLCPassive
Some overlap · 3 shared positions
$WT$SNOW$JHG
$260M
146 positions
#15Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$SNOW$WT$BRZE
$950M
192 positions
#16BCM ADVISORS, LLCActive
Some overlap · 3 shared positions
$WT$SNOW$DE
$507M
78 positions
#17Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 6 shared positions
$WT$BRZE$RELX$LMT$AXP$DE
$589M
138 positions
#18Etesian Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$WT$SNOW$BRZE
$313M
138 positions
#19MidAtlantic Capital Management, Inc.Passive
Some overlap · 3 shared positions
$WT$SNOW$DE
$145M
84 positions
#20Winter & Associates, Inc.Passive
Some overlap · 4 shared positions
$WT$BRZE$ISRG$HON
$114M
84 positions
#21Cornerstone Planning Group LLCPassive
Some overlap · 3 shared positions
$WT$SNOW$AXP
$749M
1,818 positions
#22Rice Partnership, LLCActive
Some overlap · 5 shared positions
$WT$RELX$AXP$DHR$TJX
$732M
178 positions
#23Vigilare Wealth ManagementActive
Some overlap · 3 shared positions
$WT$SNOW$JHG
$296M
109 positions
#24Alpha Zero LLCActive
Some overlap · 5 shared positions
$WT$RELX$JHG$ISRG$TJX
$198M
79 positions
#25Bay Capital Advisors, LLCActive
Some overlap · 3 shared positions
$WT$SNOW$RELX
$162M
107 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.