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Hedge Funds Similar to Eaton Financial Company

13F Portfolio OverlapQ2 2026Eaton Financial Company portfolio →
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Most similar hedge funds by 13F overlap

Eaton Financial Holdings Company, LLC is an institutional investor managing $364M across 134 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 Eaton Financial Company are Guild Investment, Walser Wealth Company, A Ltd Liability, VAN DEN BERG I, with shared positions in $PHYS, $YMM, $QCOM, $DELL, $SLV, $EPD. The full ranking of 25 similar funds is below.

#1Guild Investment Management, Inc.Passive
Notable overlap · 5 shared positions
$PHYS$YMM$QCOM$DELL$SLV
$146M
59 positions
#2Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 3 shared positions
$PHYS$SLV$YMM
$241M
215 positions
#3VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 3 shared positions
$PHYS$QCOM$DELL
$473M
120 positions
#4Forest Hill Capital, LLCSmart money
Some overlap · 3 shared positions
$PHYS$SLV$EPD
$130M
21 positions
#5Alpha Advisors, LLC/VAActive
Some overlap · 3 shared positions
$PHYS$WFC$DELL
$133M
51 positions
#6Evanson Asset Management, LLC
Some overlap · 3 shared positions
$PHYS$SLV$EPD
$1.9B
321 positions
#7Meixler Investment Management, Ltd.Passive
Some overlap · 3 shared positions
$PHYS$QCOM$EPD
$181M
90 positions
#8HC Advisors, LLCActive
Some overlap · 3 shared positions
$PHYS$WFC$BABA
$165M
62 positions
#9Evanson Financial, LLCPassive
Some overlap · 3 shared positions
$PHYS$SLV$EPD
$2.0B
325 positions
#10Intesa Sanpaolo Wealth ManagementPassive
Some overlap · 3 shared positions
$PHYS$BABA$PFE
$500M
309 positions
#11MOZAYYX MANAGEMENT LLCActive
Some overlap · 3 shared positions
$GFS$EBAY$DELL
$104M
19 positions
#12Lifetime Wealth Management P.C.Passive
Some overlap · 3 shared positions
$PHYS$EPD$JXN
$171M
90 positions
#13FULCRUM WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$PHYS$PFE$FAST
$131M
81 positions
#14LSV ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$QCOM$DELL$WFC$EBAY$PFE$BMY
$55.1B
889 positions
#15ADAPT Investment Managers SAActive
Some overlap · 5 shared positions
$EBAY$WFC$DELL$NKE$PFE
$12.6B
133 positions
#16Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$SLV$QCOM$WFC$NKE
$187M
75 positions
#17Quantum Private Wealth, LLCPassive
Some overlap · 3 shared positions
$POWL$QCOM$DELL
$390M
171 positions
#183G Capital Partners LPActive
Some overlap · 3 shared positions
$GFS$DELL$BABA
$373M
18 positions
#19Hudson Capital Management LLCPassive
Some overlap · 4 shared positions
$EBAY$QCOM$WFC$BMY
$414M
74 positions
#20Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$EBAY$QCOM$DELL$PFE
$955M
337 positions
#21KLCM Advisors, Inc.Active
Some overlap · 5 shared positions
$QCOM$WFC$NKE$USB$BMY
$1.3B
299 positions
#22Taikang Asset Management (Hong Kong) Co LtdPassive
Some overlap · 4 shared positions
$QCOM$USB$WFC$BABA
$1.1B
77 positions
#23Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$QCOM$DELL$EPD$PFE$BMY
$259M
118 positions
#24MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$QCOM$USB$WFC$NKE
$1.2B
106 positions
#25SEIZERT CAPITAL PARTNERS, LLCPassive
Some overlap · 4 shared positions
$SSNC$QCOM$WFC$BMY
$2.4B
181 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.