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 Burton Enright Welch

13F Portfolio OverlapQ1 2026Burton Enright Welch portfolio →

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Most similar hedge funds by 13F overlap

Burton Enright Welch is an institutional investor managing $852M across 136 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 Burton Enright Welch are Parkshore Wealth ,, RED LIGHTHOUSE INVESTMENT ,, Moisand Fitzgerald Tamayo,, with shared positions in $AMN, $BAC, $BRZE, $INTC, $IAU, $SCHW. The full ranking of 25 similar funds is below.

#1Parkshore Wealth Management, Inc.Smart money

Substantial overlap · 4 shared positions

$AMN $BAC $BRZE $INTC

$299M

69 positions

#2RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Substantial overlap · 4 shared positions

$AMN $IAU $BAC $SCHW

$296M

80 positions

#3Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 3 shared positions

$AMN $IAU $SCHW

$931M

518 positions

#4WMG Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$AMN $BAC $BRZE

$240M

100 positions

#5Burk Holdings LLCPassive

Substantial overlap · 4 shared positions

$AMN $IAU $SCHW $BAC

$233M

676 positions

#6POINCIANA ADVISORS GROUP, LLCPassive

Substantial overlap · 4 shared positions

$AMN $RL $BAC $INTC

$127M

130 positions

#7HMV Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$AMN $SCHW $SYK

$213M

81 positions

#8Ballast Financial Advisors LLCActive

Substantial overlap · 5 shared positions

$AMN $IAU $SOLV $BAC $BRZE

$98M

68 positions

#9Pacific Asset Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $IAU $BRZE

$179M

70 positions

#10ENZI WEALTHActive

Substantial overlap · 5 shared positions

$AMN $SOLV $CDNS $INTC $SCHW

$288M

71 positions

#11BAYSHORE ASSET MANAGEMENT, LLCSmart money

Substantial overlap · 3 shared positions

$AMN $SCHW $IAU

$251M

40 positions

#12TCI Wealth Advisors, Inc.Active

Substantial overlap · 3 shared positions

$AMN $MCK $SCHW

$1.9B

251 positions

#13BWM Planning, LLCActive

Substantial overlap · 3 shared positions

$AMN $INTC $BRZE

$379M

87 positions

#14Highland Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $BAC

$379M

67 positions

#15CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$IAU $AMN $SCHW

$293M

1,255 positions

#16Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $SCHW

$1.5B

686 positions

#17Oak Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $SCHW $BRZE

$182M

57 positions

#18Marquette Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMN $EXPD $SCHW

$669M

795 positions

#19Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 5 shared positions

$AMN $BRZE $SCHW $CDNS $IAU

$718M

278 positions

#20Flagstone Financial ManagementSmart money

Notable overlap · 4 shared positions

$AMN $SCHW $IAU $BAC

$403M

71 positions

#21FMB WEALTH MANAGEMENTActive

Notable overlap · 4 shared positions

$AMN $IAU $BAC $SCHW

$242M

73 positions

#22Plancorp, LLCActive

Notable overlap · 3 shared positions

$AMN $SCHW $BAC

$3.5B

378 positions

#23Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $AMN $MCK

$289M

98 positions

#24BANNERMAN WEALTH MANAGEMENT GROUP, LLCSmart money

Notable overlap · 3 shared positions

$IAU $AMN $MCK

$148M

32 positions

#25Truepoint, Inc.Active

Notable overlap · 3 shared positions

$AMN $SCHW $BRZE

$4.5B

148 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.