What hedge funds are most similar to Ethos Capital Management, Inc.?

The funds with the most similar 13F portfolios to Ethos Capital Management, Inc. are Legend Advisors, Equity Wealth Partners,, Echo Wealth ,, 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 Ethos ,

13F Portfolio OverlapQ1 2026Ethos , portfolio →

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Most similar hedge funds by 13F overlap

Ethos Capital Management, Inc. is an institutional investor managing $140M across 59 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 Ethos , are Legend Advisors, Equity Wealth Partners,, Echo Wealth ,, with shared positions in $SNOW, $AMD, $PLTR, $HON, $NTRB, $UBER. The full ranking of 25 similar funds is below.

#1Legend Capital Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $AMD $PLTR

$160M

159 positions

#2Equity Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$SNOW $PLTR $HON $AMD

$155M

76 positions

#3Echo Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $NTRB $UBER

$174M

47 positions

#4ACORN CREEK CAPITAL LLCActive

Notable overlap · 3 shared positions

$SNOW $MAR $AMD

$280M

84 positions

#5Wagner Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $T $NTRB

$495M

279 positions

#6FPC INVESTMENT ADVISORY, INC.Smart money

Notable overlap · 3 shared positions

$SNOW $MAR $C

$201M

34 positions

#7Leo H. Evart, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $MAR $T

$117M

298 positions

#8IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MAR $PLTR

$96M

72 positions

#9Francis Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $NTRB $AMD

$539M

115 positions

#10FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $PLTR $MU

$754M

345 positions

#11MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMD $MAR

$508M

88 positions

#12BetterWealth, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $MU $AMD

$510M

85 positions

#13Carroll Investors, IncActive

Notable overlap · 4 shared positions

$SNOW $PLTR $AMD $NTRB

$187M

31 positions

#14Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 5 shared positions

$SNOW $MU $AMD $C $HON

$566M

28 positions

#15Sequent Asset Management, LLC

Notable overlap · 3 shared positions

$SNOW $AMD $MU

$225M

99 positions

#16Telligent Fund, LPActive

Notable overlap · 4 shared positions

$PLTR $MU $INTC $AMD

$94M

24 positions

#17Jeter Robert S IIActive

Notable overlap · 4 shared positions

$SNOW $MU $AMD $PLTR

$100M

43 positions

#18Gunderson Capital Management Inc.Passive

Notable overlap · 4 shared positions

$PLTR $MU $AMD $VST

$239M

46 positions

#19Enclave Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $MAR $PLTR

$729M

132 positions

#20Shellback Capital, LPPassive

Notable overlap · 5 shared positions

$AMD $TPR $C $MU $MAR

$703M

79 positions

#21Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SNOW $PLTR $AMD

$136M

108 positions

#22Consilium Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$SNOW $TT $MU $C $AMD

$293M

102 positions

#23PRIMORIS WEALTH ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$PLTR $MU $AMD $HON

$143M

96 positions

#24WESTBOURNE INVESTMENTS, INC.Passive

Notable overlap · 6 shared positions

$MU $C $UBER $T $VST $PLTR

$210M

141 positions

#25FAGAN ASSOCIATES, INC.Passive

Notable overlap · 4 shared positions

$PLTR $AMD $SNOW $UBER

$719M

135 positions

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View Ethos ,’s holdings

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.