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Hedge Funds Similar to ES4,

13F Portfolio OverlapQ1 2026ES4, portfolio →
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Most similar hedge funds by 13F overlap

ES4, LLC is an institutional investor managing $155M across 32 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 ES4, are Finley Financial,, Shellback ,, LifePlan Financial,, with shared positions in $DHR, $MDLZ, $RL, $HLT. The full ranking of 8 similar funds is below.

#1Finley Financial, LLCActive
Notable overlap · 3 shared positions
$DHR$MDLZ$RL
$214M
107 positions
#2Shellback Capital, LPPassive
Notable overlap · 3 shared positions
$RL$HLT$DHR
$703M
79 positions
#3LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$HLT$DHR$MDLZ
$135M
83 positions
#4Beaumont Asset Management, L.L.C.Active
Slight overlap · 3 shared positions
$HLT$MDLZ$DHR
$222M
76 positions
#5McKinley Carter Wealth Services, Inc.Passive
Slight overlap · 3 shared positions
$DHR$MDLZ$RL
$1.7B
305 positions
#6Beacon Bridge Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$DHR$RL$MDLZ
$299M
101 positions
#7Flagship Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$DHR$MDLZ$RL
$246M
108 positions
#8Hurley Capital, LLCPassive
Slight overlap · 3 shared positions
$HLT$RL$MDLZ
$187M
673 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.