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 EQUITABLE

13F Portfolio OverlapQ3 2026EQUITABLE portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

EQUITABLE TRUST CO is an institutional investor managing $2.4B across 444 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to EQUITABLE are Deane Retirement Strategies, EHRLICH FINANCIAL GROUP, Sharkey, Howes & Javer, with shared positions in $IAU, $HCA, $AXP, $MRVL, $STX, $ADI. The full ranking of 25 similar funds is below.

#1Deane Retirement Strategies, Inc.Passive

Notable overlap · 3 shared positions

$IAU $HCA $AXP

$244M

53 positions

#2EHRLICH FINANCIAL GROUPActive

Notable overlap · 4 shared positions

$IAU $AXP $MRVL $STX

$193M

120 positions

#3Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $ADI $AXP

$830M

159 positions

#4Arnhold LLCActive

Notable overlap · 3 shared positions

$IAU $EG $MRVL

$1.4B

113 positions

#5Impact Investors, IncActive

Notable overlap · 3 shared positions

$IAU $ASML $KLAC

$137M

88 positions

#6Dynasty Wealth Management, LLCActive

Notable overlap · 5 shared positions

$IAU $ASML $KLAC $AXP $MRVL

$13.5B

367 positions

#7Cooke Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$IAU $ASML $FAST

$120M

38 positions

#8Connective Portfolio Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $AXP $MRVL $BKR

$67M

39 positions

#9SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$IAU $ADI $AXP

$298M

135 positions

#10Bigelow Investment Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $AXP $MRVL

$281M

154 positions

#11GM Advisory Group, LLC

Notable overlap · 3 shared positions

$IAU $AXP $KLAC

$2.6B

374 positions

#12Regency Capital Management Inc.\DEPassive

Notable overlap · 3 shared positions

$IAU $ASML $FAST

$251M

64 positions

#13FDx Advisors, Inc.Passive

Notable overlap · 4 shared positions

$IAU $ASML $SE $STX

$332M

179 positions

#14ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 3 shared positions

$IAU $MRVL $SHOP

$753M

223 positions

#15LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 3 shared positions

$IAU $MRVL $STX

$432M

104 positions

#16Midwest Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $MRVL $KLAC

$246M

210 positions

#17CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $AXP $ASML

$357M

86 positions

#18Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $KLAC $ASML

$378M

224 positions

#19TSA Wealth Managment LLCActive

Notable overlap · 4 shared positions

$IAU $MRVL $STX $KLAC

$356M

124 positions

#20Permanens Capital L.P.Active

Some overlap · 3 shared positions

$IAU $ASML $SHOP

$972M

100 positions

#21Palisades Hudson Asset Management, L.P.Active

Some overlap · 3 shared positions

$IAU $AXP $KLAC

$286M

108 positions

#22Faithward Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $ASML $SHOP $KLAC

$819M

339 positions

#23Wealth Management Partners, LLCPassive

Some overlap · 3 shared positions

$IAU $ASML $SHOP

$426M

155 positions

#24Spectrum Asset Management, Inc. (NB/CA)Passive

Some overlap · 3 shared positions

$IAU $MRVL $ASML

$346M

112 positions

#25Narwhal Capital ManagementActive

Some overlap · 3 shared positions

$IAU $ADI $AXP

$1.4B

157 positions

Compare EQUITABLE’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View EQUITABLE’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.