How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Englebert Financial Advisers

13F Portfolio OverlapQ2 2026Englebert Financial Advisers portfolio →

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Most similar hedge funds by 13F overlap

Englebert Financial Advisers, LLC is an institutional investor managing $102M across 65 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 Englebert Financial Advisers are Williamson Legacy Group, NAVELLIER & ASSOCIATES, VMS Asset Limited, with shared positions in $WDC, $STX, $BE, $HWM, $CIEN, $FIX. The full ranking of 25 similar funds is below.

#1Williamson Legacy Group, LLCPassive

Notable overlap · 5 shared positions

$WDC $STX $BE $HWM $CIEN

$201M

75 positions

#2NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 5 shared positions

$STX $FIX $BE $HWM $CIEN

$1.3B

322 positions

#3VMS Asset Management LimitedPassive

Notable overlap · 4 shared positions

$WDC $STX $BE $FIX

$315M

33 positions

#4Parkway Wealth Management Group, LLCActive

Notable overlap · 4 shared positions

$WDC $STX $HWM $CIEN

$866M

147 positions

#5QP WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$WDC $HWM $BE $CIEN

$70M

71 positions

#6Fedenia Advisers LLCPassive

Notable overlap · 4 shared positions

$WDC $STX $FIX $CIEN

$421M

459 positions

#7Whale Rock Capital Management LLCActive

Notable overlap · 4 shared positions

$FROG $BE $WDC $STX

$12.5B

35 positions

#8Geneva Partners, LLCPassive

Notable overlap · 5 shared positions

$STX $FIX $BE $HWM $PH

$375M

75 positions

#9CHAPIN DAVIS, INC.Passive

Notable overlap · 4 shared positions

$WDC $STX $HWM $APD

$569M

256 positions

#10UNICOM Systems, Inc.Active

Notable overlap · 4 shared positions

$WDC $STX $BE $CIEN

$1.5B

39 positions

#11WCM INVESTMENT MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$STX $WDC $MDT $AJG $VRTX

$55.2B

266 positions

#12Dedeker Financial LLCActive

Some overlap · 3 shared positions

$WDC $STX $FIX

$176M

55 positions

#13PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$WDC $FIX $BE $HOOD

$174M

92 positions

#14BERKSHIRE CAPITAL HOLDINGS INCActive

Some overlap · 4 shared positions

$WDC $STX $BE $CIEN

$462M

122 positions

#15Trivest Advisors LtdActive

Some overlap · 3 shared positions

$WDC $STX $BE

$3.2B

15 positions

#16Avala Global LPActive

Some overlap · 3 shared positions

$WDC $STX $BE

$2.7B

30 positions

#17Tribune Investment Group LPActive

Some overlap · 5 shared positions

$STX $BE $APD $CSX $PH

$247M

34 positions

#18Dorsey Wright & AssociatesPassive

Some overlap · 4 shared positions

$WDC $HWM $FIX $STX

$590M

131 positions

#19Estate Counselors, LLCSmart money

Some overlap · 4 shared positions

$STX $BE $WDC $CIEN

$1.2B

92 positions

#20Bosman Wealth Management, LLCPassive

Some overlap · 4 shared positions

$FIX $BE $STX $WDC

$161M

56 positions

#21PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$STX $FIX $WDC $HWM $CIEN

$462M

86 positions

#22Goldstream Capital Management LtdActive

Some overlap · 4 shared positions

$STX $BE $WDC $CIEN

$132M

45 positions

#23TABR Capital Management, LLCActive

Some overlap · 6 shared positions

$WDC $FIX $HWM $BE $CIEN $PH

$117M

54 positions

#24SCALAR GAUGE MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$WDC $FIX $HWM

$182M

27 positions

#25CVFG LLCPassive

Some overlap · 5 shared positions

$STX $BE $HWM $CIEN $PH

$952M

250 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.