What hedge funds are most similar to Equity Wealth Partners, LLC?

The funds with the most similar 13F portfolios to Equity Wealth Partners, LLC are Family Investment Center,, Leo H. Evart,, BetterWealth,, based on overlapping conviction holdings in the latest SEC filings.

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 Equity Wealth Partners,

13F Portfolio OverlapQ1 2026Equity Wealth Partners, portfolio →

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Most similar hedge funds by 13F overlap

Equity Wealth Partners, LLC is an institutional investor managing $155M across 76 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 Equity Wealth Partners, are Family Investment Center,, Leo H. Evart,, BetterWealth,, with shared positions in $SNOW, $HUM, $AMN, $KKR, $SHOP, $AMD. The full ranking of 25 similar funds is below.

#1Family Investment Center, Inc.Active

Notable overlap · 3 shared positions

$SNOW $HUM $AMN

$520M

91 positions

#2Leo H. Evart, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $HUM $KKR

$117M

298 positions

#3BetterWealth, LLCSmart money

Notable overlap · 5 shared positions

$SNOW $AMN $SHOP $HUM $AMD

$510M

85 positions

#4CONQUIS FINANCIAL LLCSmart money

Notable overlap · 3 shared positions

$SNOW $HUM $ISRG

$121M

54 positions

#5FMA Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $AMD

$150M

38 positions

#6Echo Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $REGN

$174M

47 positions

#7Ethos Capital Management, Inc.Active

Notable overlap · 4 shared positions

$SNOW $PLTR $HON $AMD

$117M

56 positions

#8WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SNOW $JHG $KKR $HUM

$156M

139 positions

#9Scott Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $SLV $KKR $HUM

$493M

58 positions

#10MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $AMD

$508M

88 positions

#11Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SNOW $AMN $KKR

$335M

104 positions

#12rebel Financial LLCPassive

Notable overlap · 3 shared positions

$SNOW $AMN $SLV

$231M

65 positions

#13Planned Solutions, Inc.Active

Notable overlap · 3 shared positions

$SNOW $AMN $HUM

$306M

139 positions

#14Heritage Financial Services, LLC

Notable overlap · 3 shared positions

$SNOW $AMN $HUM

$1.2B

126 positions

#15Legend Capital Advisors LLCActive

Notable overlap · 5 shared positions

$SNOW $PLTR $KKR $CRWD $AMD

$160M

159 positions

#16CAMBRIDGE CAPITAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $KKR

$232M

44 positions

#17IFC & Insurance Marketing, Inc.Active

Notable overlap · 4 shared positions

$SNOW $JHG $PLTR $CRWD

$96M

72 positions

#18ForthRight Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $HUM

$353M

75 positions

#19Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$SNOW $HUM $KKR

$222M

56 positions

#20Courage Miller Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $SLV $KKR

$354M

92 positions

#21Momentum Wealth Planning, LLCActive

Notable overlap · 4 shared positions

$SNOW $NXST $MELI $BKNG

$113M

36 positions

#22Cornerstone Planning Group LLCPassive

Notable overlap · 3 shared positions

$SNOW $SLV $REGN

$749M

1,818 positions

#23FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $PLTR

$754M

345 positions

#24Blackhawk Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$SNOW $JHG $ASML

$273M

141 positions

#25Capital Advisors Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$SNOW $HUM $AMN $KKR $PLTR $CRWD

$745M

219 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.