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 E&R Wealth ,

13F Portfolio OverlapQ1 2026E&R Wealth , portfolio →

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Most similar hedge funds by 13F overlap

E&R Wealth Management, LLC is an institutional investor managing $100M across 12 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 E&R Wealth , are AMI INVESTMENT, Bear Mountain ,, Beacon Financial Strategies, with shared positions in $COP, $UPST, $SCHW, $KO, $UNIT. The full ranking of 25 similar funds is below.

#1AMI INVESTMENT MANAGEMENT INCActive

Substantial overlap · 3 shared positions

$COP $UPST $SCHW

$445M

77 positions

#2Bear Mountain Capital, Inc.Active

Substantial overlap · 3 shared positions

$COP $UPST $SCHW

$333M

198 positions

#3Beacon Financial Strategies CORPActive

Substantial overlap · 3 shared positions

$COP $UPST $KO

$176M

177 positions

#4Cordant, Inc.Active

Substantial overlap · 3 shared positions

$UPST $COP $SCHW

$246M

75 positions

#5PRESILIUM PRIVATE WEALTH, LLCActive

Substantial overlap · 4 shared positions

$UPST $UNIT $SCHW $COP

$567M

75 positions

#6TrueWealth Financial PartnersActive

Substantial overlap · 3 shared positions

$UNIT $UPST $SCHW

$251M

66 positions

#7Employees' Retirement Fund of the City of Fort WorthActive

Substantial overlap · 3 shared positions

$COP $UNIT $SCHW

$230M

21 positions

#8BluePrint Investing LLCActive

Substantial overlap · 3 shared positions

$UPST $SCHW $COP

$126M

26 positions

#9MAYPORT, LLCActive

Substantial overlap · 3 shared positions

$UPST $UNIT $SCHW

$538M

130 positions

#10Kure Advisory, LLCActive

Substantial overlap · 3 shared positions

$UPST $COP $SCHW

$184M

56 positions

#11Strata Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$UPST $SCHW $KO

$365M

87 positions

#12MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 3 shared positions

$UPST $COP $KO

$295M

82 positions

#13Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $COP $SCHW $UPST

$1.4B

58 positions

#14Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$UNIT $COP $KO

$160M

82 positions

#15Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$UNIT $UPST $SCHW $KO

$543M

103 positions

#16Level Financial AdvisorsActive

Notable overlap · 4 shared positions

$UPST $COP $UNIT $SCHW

$392M

92 positions

#17Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$COP $UPST $UNIT

$453M

103 positions

#18ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$UPST $SCHW $UNIT $COP

$370M

119 positions

#19Rockbridge Investment Management, LCCSmart money

Notable overlap · 4 shared positions

$COP $UNIT $SCHW $UPST

$1.1B

137 positions

#20Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 3 shared positions

$COP $SCHW $UNIT

$1.2B

1,060 positions

#21Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$UPST $COP $SCHW

$1.8B

57 positions

#22Discipline Wealth Solutions, LLCActive

Notable overlap · 4 shared positions

$UNIT $UPST $SCHW $COP

$950M

192 positions

#23Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$COP $UPST $SCHW $UNIT

$279M

141 positions

#24Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 3 shared positions

$UNIT $UPST $SCHW

$2.2B

79 positions

#25Hegarty Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $COP $UPST

$127M

57 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.