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Hedge Funds Similar to Englebert Financial Advisers,

13F Portfolio OverlapQ1 2026Englebert Financial Advisers, portfolio →
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Most similar hedge funds by 13F overlap

Englebert Financial Advisers, LLC is an institutional investor managing $88M across 55 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 Englebert Financial Advisers, are TRIAN FUND ,, Sage Mountain Advisors, PFS Partners,, with shared positions in $JHG, $SOLV, $GEHC, $DDOG, $MKL, $WDC. The full ranking of 25 similar funds is below.

#1TRIAN FUND MANAGEMENT, L.P.Smart money
Highly similar · 3 shared positions
$JHG$SOLV$GEHC
$3.9B
8 positions
#2Sage Mountain Advisors LLCActive
Substantial overlap · 4 shared positions
$JHG$SOLV$DDOG$MKL
$1.4B
281 positions
#3PFS Partners, LLCActive
Substantial overlap · 3 shared positions
$JHG$WDC$MU
$218M
590 positions
#4Grant Street Asset Management, Inc.Smart money
Notable overlap · 3 shared positions
$JHG$HWM$MKL
$519M
96 positions
#5Flaharty Asset Management, LLCActive
Notable overlap · 3 shared positions
$JHG$MU$UNH
$806M
133 positions
#6EPIQ PARTNERS, LLCPassive
Notable overlap · 4 shared positions
$JHG$DDOG$UNH$MDT
$214M
83 positions
#7Vista Private Wealth Partners. LLCPassive
Notable overlap · 3 shared positions
$JHG$MU$LITE
$291M
87 positions
#8IFC & Insurance Marketing, Inc.Active
Notable overlap · 3 shared positions
$JHG$MKL$UNH
$96M
72 positions
#9MIDLAND WEALTH ADVISORS LLCSmart money
Notable overlap · 3 shared positions
$JHG$SOLV$MKL
$1.9B
160 positions
#10CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$JHG$MKL$DDOG$PPL
$648M
134 positions
#11Magnolia Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$JHG$DDOG$MKL
$150M
134 positions
#12Northwest Financial AdvisorsPassive
Notable overlap · 3 shared positions
$JHG$CRM$SOLV
$52M
66 positions
#13Generation Capital Management LLCPassive
Notable overlap · 4 shared positions
$JHG$APD$UNH$MU
$137M
74 positions
#14Advisory Resource GroupPassive
Notable overlap · 3 shared positions
$JHG$CRM$ELV
$581M
172 positions
#15Richmond Investment Services, LLCPassive
Notable overlap · 3 shared positions
$JHG$MKL$CRM
$619M
255 positions
#16Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$JHG$DDOG$MKL
$478M
42 positions
#17Paladin Wealth, LLCPassive
Notable overlap · 4 shared positions
$JHG$MDT$UNH$PANW
$145M
125 positions
#18MRA Advisory GroupPassive
Notable overlap · 3 shared positions
$JHG$UNH$LITE
$245M
142 positions
#19VIAWEALTH, LLCPassive
Some overlap · 4 shared positions
$JHG$UNH$MDT$PANW
$180M
159 positions
#20Stirlingshire Investments, Inc.Passive
Some overlap · 3 shared positions
$JHG$DDOG$HWM
$114M
196 positions
#21Brown Financial AdvisorsPassive
Some overlap · 4 shared positions
$JHG$UNH$MDT$PANW
$264M
209 positions
#22SeaBridge Investment Advisors LLCPassive
Some overlap · 3 shared positions
$JHG$STX$MU
$591M
188 positions
#23Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$CRM$DDOG
$1.8B
613 positions
#24Bowman & Co S.C.
Some overlap · 5 shared positions
$JHG$DDOG$MDT$CRM$APD
$237M
118 positions
#25Fourth Dimension Wealth, LLCPassive
Some overlap · 3 shared positions
$JHG$MU$APD
$264M
596 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.