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Hedge Funds Similar to Echo Wealth

13F Portfolio OverlapQ2 2026Echo Wealth portfolio →
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Most similar hedge funds by 13F overlap

Echo Wealth Management, LLC is an institutional investor managing $196M across 47 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 Echo Wealth are Nicollet Investment, BALLAST ADVISORS, LPWM, with shared positions in $MMM, $ECL, $UBER, $AFL, $GIS. The full ranking of 9 similar funds is below.

#1Nicollet Investment Management, Inc.Active
Some overlap · 3 shared positions
$MMM$ECL$UBER
$324M
77 positions
#2BALLAST ADVISORS LLCPassive
Some overlap · 3 shared positions
$UBER$ECL$MMM
$420M
197 positions
#3LPWM LLCActive
Some overlap · 3 shared positions
$MMM$ECL$UBER
$451M
98 positions
#4MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$ECL$MMM$AFL
$272M
149 positions
#5SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 3 shared positions
$AFL$UBER$ECL
$1.5B
160 positions
#6Capital Management Associates, IncActive
Some overlap · 3 shared positions
$GIS$MMM$ECL
$498M
153 positions
#7Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$MMM$ECL$GIS
$695M
111 positions
#8Wealth Group LtdSmart money
Slight overlap · 3 shared positions
$MMM$GIS$ECL
$523M
95 positions
#9626 Financial, LLCPassive
Slight overlap · 3 shared positions
$AFL$UBER$GIS
$257M
127 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.