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Hedge Funds Similar to Emissary Wealth

13F Portfolio OverlapQ1 2026Emissary Wealth portfolio →
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Most similar hedge funds by 13F overlap

Emissary Wealth LLC is an institutional investor managing $107M across 54 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 Emissary Wealth are SHEPHERD KAPLAN KROCHUK,, Blue Sky Consultants Group,, Graney & King,, with shared positions in $APP, $NOW, $SNOW, $ET, $AGQ, $DOW. The full ranking of 25 similar funds is below.

#1SHEPHERD KAPLAN KROCHUK, LLCActive
Notable overlap · 6 shared positions
$APP$NOW$SNOW$ET$AGQ$DOW
$119M
61 positions
#2Blue Sky Capital Consultants Group, Inc.Passive
Notable overlap · 4 shared positions
$GRWG$SNOW$NOW$AGQ
$210M
76 positions
#3Graney & King, LLCActive
Notable overlap · 3 shared positions
$APP$SNOW$AGQ
$186M
370 positions
#4Valley Financial Group, Inc.Active
Notable overlap · 3 shared positions
$GRWG$MS$SNOW
$185M
63 positions
#5Lionsbridge Wealth Management LLCPassive
Notable overlap · 3 shared positions
$GRWG$SNOW$AGQ
$99M
59 positions
#6CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 4 shared positions
$APP$MS$COF$JCI
$363M
102 positions
#7bLong Financial, LLCActive
Notable overlap · 4 shared positions
$GRWG$MS$AMD$GLW
$132M
76 positions
#8Philadelphia Investment Partners, LLCPassive
Notable overlap · 5 shared positions
$APP$JCI$URI$PM$MAR
$147M
189 positions
#9Hershey Financial Advisers, LLCPassive
Notable overlap · 4 shared positions
$APP$GLW$SNOW$MAR
$116M
80 positions
#10KADENSA CAPITAL LtdActive
Notable overlap · 4 shared positions
$JCI$APP$GLW$AMD
$718M
39 positions
#11CLEAR INVESTMENT RESEARCH, LLCPassive
Some overlap · 4 shared positions
$APP$SNOW$MS$AGQ
$64M
241 positions
#12Socha Financial Group, LLCSmart money
Some overlap · 3 shared positions
$GRWG$GLW$AGQ
$197M
14 positions
#13MGB Wealth Management, LLC
Some overlap · 3 shared positions
$APP$AGQ$OTIS
$350M
308 positions
#14Stenger Family Office, LLCPassive
Some overlap · 3 shared positions
$GRWG$MS$URI
$566M
117 positions
#15TTP Investments, Inc.Active
Some overlap · 3 shared positions
$GRWG$AGQ$AMD
$240M
35 positions
#16LONE PINE CAPITAL LLCActive
Some overlap · 3 shared positions
$APP$COF$GLW
$12.5B
36 positions
#17Pioneer Family Office, LLCSmart money
Some overlap · 3 shared positions
$APP$MS$MAR
$156M
122 positions
#18Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$MS$JCI$NEE$ET
$601M
149 positions
#19PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$APP$NOW$AMD$URI
$128M
80 positions
#20Balance Wealth, LLCPassive
Some overlap · 4 shared positions
$GRWG$SNOW$MAR$OTIS
$322M
149 positions
#21Saturna Capital CORPActive
Some overlap · 3 shared positions
$JCI$NOW$AMD
$7.1B
148 positions
#22Longview Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$GRWG$PM$MS
$164M
163 positions
#23Madrid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$NOW$MS
$133M
70 positions
#24Balanced Rock Investment Advisors LLCPassive
Some overlap · 3 shared positions
$SNOW$NOW$MS
$143M
96 positions
#25BEACONLIGHT CAPITAL, LLCPassive
Some overlap · 3 shared positions
$LNG$NOW$SNOW
$190M
34 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.