Hedge Funds Similar to eCIO

13F Portfolio OverlapQ2 2026eCIO portfolio →

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Most similar hedge funds by 13F overlap

eCIO, Inc. is an institutional investor managing $356M across 46 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 eCIO are Betterment, Intergy Private Wealth, Cambridge Financial Group, with shared positions in $MUFG, $DOV, $TXN, $DUK. The full ranking of 19 similar funds is below.

#1Betterment LLCActive

Some overlap · 3 shared positions

$MUFG $DOV $TXN

$59.1B

675 positions

#2Intergy Private Wealth, LLCActive

Some overlap · 3 shared positions

$MUFG $DOV $DUK

$433M

147 positions

#3Cambridge Financial Group, LLCActive

Some overlap · 3 shared positions

$MUFG $DOV $TXN

$318M

155 positions

#4XY Planning Network, Inc.Passive

Some overlap · 3 shared positions

$MUFG $DOV $DUK

$797M

340 positions

#5GeoWealth Management, LLCActive

Slight overlap · 3 shared positions

$DOV $MUFG $TXN

$3.2B

882 positions

#6LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$2.5B

117 positions

#7UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$863M

423 positions

#8St. Louis Trust CoActive

Slight overlap · 3 shared positions

$875M

125 positions

#9Cannon Financial Strategists, Inc.Active

Slight overlap · 3 shared positions

$879M

133 positions

#10Beacon Financial Strategies CORPActive

Slight overlap · 3 shared positions

$201M

209 positions

#11Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Slight overlap · 3 shared positions

$127M

65 positions

#12Approach Retirement Advisors, LLCActive

Slight overlap · 3 shared positions

$138M

82 positions

#13Wealth Architects, LLCPassive

Slight overlap · 3 shared positions

$DOV $MUFG $TXN

$1.3B

248 positions

#14Successful Portfolios LLCPassive

Slight overlap · 3 shared positions

$DOV $MUFG $DUK

$214M

199 positions

#15FAS Wealth Partners, Inc.Passive

Slight overlap · 3 shared positions

$1.9B

520 positions

#16Novak & Powell Financial Services, Inc.Passive

Slight overlap · 3 shared positions

$212M

171 positions

#17Pine Harbor Wealth Management, LLCActive

Slight overlap · 3 shared positions

$373M

112 positions

#18LifePlan Investment Advisors, Inc.Passive

Slight overlap · 3 shared positions

$TXN $MUFG $DUK

$291M

131 positions

#19Heritage Wealth AdvisorsActive

Slight overlap · 3 shared positions

$DOV $MUFG $DUK

$2.9B

703 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.