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Hedge Funds Similar to Emerald Investment Advisers,

13F Portfolio OverlapQ1 2026Emerald Investment Advisers, portfolio →
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Most similar hedge funds by 13F overlap

Emerald Investment Advisers, LLC is an institutional investor managing $1.1B across 251 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 Emerald Investment Advisers, are Princeton Global Asset, ARS Investment Partners,, DUTCH ASSET, with shared positions in $LRCX, $MS, $MPC, $PWR, $KO, $ETN. The full ranking of 25 similar funds is below.

#1Princeton Global Asset Management LLCPassive
Some overlap · 7 shared positions
$LRCX$MS$MPC$PWR$KO$ETN
$613M
829 positions
#2ARS Investment Partners, LLCActive
Some overlap · 6 shared positions
$LRCX$MS$MPC$PWR$ETN$IBM
$1.9B
182 positions
#3DUTCH ASSET CorpPassive
Some overlap · 6 shared positions
$MOD$IBM$PWR$AMD$ETN$LRCX
$149M
95 positions
#4Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 6 shared positions
$MS$MPC$AMD$FANG$ETN$ETR
$337M
193 positions
#5PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$LRCX$MS$MPC$KO$FANG
$426M
424 positions
#6Safe Harbor Wealth Advisors, LLC
Some overlap · 5 shared positions
$LRCX$MS$PWR$KO$ETN
$103M
96 positions
#7Mattson Financial Services, LLCPassive
Some overlap · 5 shared positions
$LRCX$MS$PWR$KO$ETN
$419M
232 positions
#8Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$LRCX$MS$AMD$ETR$HIG
$145M
69 positions
#9Geneva Partners, LLCPassive
Some overlap · 6 shared positions
$LRCX$MOD$MPC$STRL$MS$PWR
$208M
63 positions
#10Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$MS$IBM$PWR$ETN$ETR
$345M
78 positions
#11Paladin Wealth, LLCPassive
Some overlap · 5 shared positions
$MS$LRCX$PWR$KO$ETN
$145M
125 positions
#12Brown Financial AdvisorsPassive
Some overlap · 5 shared positions
$MS$KO$ETN$PWR$LRCX
$264M
209 positions
#13Gradient Investments LLCPassive
Some overlap · 5 shared positions
$MS$KO$ETN$LRCX$PWR
$6.5B
420 positions
#14Atlas Wealth LLCPassive
Some overlap · 4 shared positions
$LRCX$MS$IBM$ETR
$334M
115 positions
#15SHAKER INVESTMENTS LLC/OHPassive
Some overlap · 4 shared positions
$WTFC$MS$ESE$ETN
$220M
82 positions
#16Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$LRCX$MS$AMD$ETN
$646M
274 positions
#17MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$LRCX$MS$ETN$ETR
$460M
115 positions
#18J.P. Marvel Investment Advisors, LLCActive
Some overlap · 4 shared positions
$LRCX$MS$IBM$KO
$705M
60 positions
#19SevenBridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$LRCX$PWR$FANG
$640M
202 positions
#20TruWealth Advisors, LLCActive
Some overlap · 4 shared positions
$LRCX$IBM$PWR$FANG
$2.1B
182 positions
#21Generate Investment Management LtdActive
Some overlap · 4 shared positions
$LRCX$IBM$AMD$ETN
$2.0B
70 positions
#22Westhampton Capital, LLCPassive
Some overlap · 4 shared positions
$LRCX$IBM$KO$ETN
$214M
129 positions
#23Van Hulzen Asset Management, LLCPassive
Some overlap · 4 shared positions
$LRCX$IBM$KO$ETN
$1.3B
361 positions
#24Meridian Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$MPC$AMD$ETN$KO$MS
$756M
202 positions
#25Invera Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$LRCX$MPC$AMD$ETN
$156M
98 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.