Hedge Funds Similar to E-Wealth Partners

13F Portfolio OverlapQ2 2026E-Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

E-Wealth Partners, LLC is an institutional investor managing $138M across 59 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to E-Wealth Partners are Weaver, Investment Insight Wealth, CogentBlue Wealth Advisors, with shared positions in $MCD, $SHOP, $WM, $ASML, $ASX, $UMC. The full ranking of 25 similar funds is below.

#1Weaver Capital Management LLCPassive

Some overlap · 4 shared positions

$MCD $SHOP $WM $ASML

$525M

181 positions

#2Investment Insight Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$MCD $ASML $SHOP

$115M

44 positions

#3CogentBlue Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$ASX $ASML $UMC

$108M

52 positions

#4Destination Wealth ManagementPassive

Some overlap · 3 shared positions

$4.3B

344 positions

#5WorthPointe, LLCActive

Some overlap · 3 shared positions

$ASX $ASML $UMC

$399M

124 positions

#6Ted Buchan & CoActive

Some overlap · 3 shared positions

$ASML $BTI $SHOP

$303M

94 positions

#7JOHNSON INVESTMENT COUNSEL INCActive

Some overlap · 3 shared positions

$13.7B

840 positions

#8NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 3 shared positions

$2.7B

200 positions

#9Equity Wealth Partners, LLCActive

Some overlap · 3 shared positions

$ASML $SHOP $MCD

$304M

109 positions

#10GUARDIAN CAPITAL LPActive

Some overlap · 3 shared positions

$ASML $SHOP $MCD

$4.1B

174 positions

#11MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 3 shared positions

$277M

147 positions

#12LYELL WEALTH MANAGEMENT, LPPassive

Some overlap · 3 shared positions

$ASML $SHOP $WM

$1.6B

232 positions

#13Valtrion Capital Management, LLCActive

Some overlap · 3 shared positions

$134M

103 positions

#14Finer Wealth Management, Inc.Active

Some overlap · 3 shared positions

$MCD $ASML $BTI

$253M

92 positions

#15Asset One Wealth Management LLCPassive

Slight overlap · 3 shared positions

$948M

347 positions

#16Midway Capital Research & ManagementActive

Slight overlap · 3 shared positions

$118M

50 positions

#17CHAPMAN FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$152M

263 positions

#18Capital International InvestorsActive

Slight overlap · 3 shared positions

$SHOP $ASML $BTI

$483.6B

446 positions

#19Connor, Clark & Lunn Investment Management Ltd.Passive

Slight overlap · 3 shared positions

$SHOP $ASML $MCD

$52.8B

1,622 positions

#20Capital International, Inc./CA/Active

Slight overlap · 3 shared positions

$ASML $SHOP $BTI

$14.3B

302 positions

#21RDA Financial NetworkPassive

Slight overlap · 3 shared positions

$459M

267 positions

#22UNIQUE WEALTH, LLCActive

Slight overlap · 3 shared positions

$877M

209 positions

#23TOUNJIAN ADVISORY PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$MCD $ASML $SHOP

$234M

789 positions

#24Blossom Wealth ManagementActive

Slight overlap · 3 shared positions

$71M

72 positions

#25Haverford Trust CoActive

Slight overlap · 3 shared positions

$11.6B

424 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.