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Hedge Funds Similar to ECLECTIC ASSOCIATES

13F Portfolio OverlapQ2 2026ECLECTIC ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

ECLECTIC ASSOCIATES INC /ADV is an institutional investor managing $878M across 162 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 ECLECTIC ASSOCIATES are Planning Strategies, HFG Advisors, Carson Advisory, with shared positions in $BAH, $WFC, $DIS, $UNP, $BA, $PLTR. The full ranking of 25 similar funds is below.

#1Planning Strategies Inc.Passive
Notable overlap · 3 shared positions
$BAH$WFC$DIS
$160M
1,068 positions
#2HFG Advisors, Inc.Passive
Notable overlap · 3 shared positions
$BAH$WFC$UNP
$160M
117 positions
#3Carson Advisory Inc.Passive
Some overlap · 3 shared positions
$BAH$BA$WFC
$218M
204 positions
#4V2 Financial group LLCSmart money
Some overlap · 4 shared positions
$BAH$BA$DIS$PLTR
$268M
123 positions
#5Financial Connections Group, Inc.
Some overlap · 6 shared positions
$PLTR$WFC$BA$DIS$BAH$UNP
$288M
251 positions
#6MTM Investment Management, LLCPassive
Some overlap · 3 shared positions
$BAH$WFC$UNP
$350M
708 positions
#7Garden State Investment Advisory Services LLCPassive
Some overlap · 3 shared positions
$BAH$PLTR$DIS
$553M
365 positions
#8Sun Financial IncPassive
Some overlap · 4 shared positions
$PLTR$NOC$MNST$UNP
$212M
161 positions
#9Legal Advantage Investments, Inc.Active
Some overlap · 4 shared positions
$PLTR$BA$NOC$DIS
$285M
77 positions
#10Keystone Financial GroupPassive
Some overlap · 5 shared positions
$PLTR$BAH$BA$DIS$WFC
$1.7B
567 positions
#11ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 3 shared positions
$BAH$NOC$DIS
$117M
85 positions
#12Richwood Investment Advisors, LLCActive
Some overlap · 3 shared positions
$NOC$WFC$BA
$142M
106 positions
#13BAKER TILLY WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$BA$MNST$DIS
$471M
285 positions
#14Weaver Consulting GroupPassive
Some overlap · 4 shared positions
$PLTR$BA$BAH$NOC
$488M
297 positions
#15LJI Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$PLTR$BA$WFC
$714M
201 positions
#16Alliance Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$PLTR$DIS$BA$WFC
$308M
172 positions
#17WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$NOC$BA$DIS
$375M
44 positions
#18Themes Management Co LLCPassive
Some overlap · 3 shared positions
$NOC$BA$PLTR
$151M
120 positions
#19RE ADVISERS CORPActive
Some overlap · 3 shared positions
$NOC$BA$DIS
$4.0B
124 positions
#20Networth Advisors, LLCActive
Some overlap · 3 shared positions
$PLTR$BA$DIS
$172M
383 positions
#21Shepherd Street Advisors LLCPassive
Some overlap · 4 shared positions
$WFC$MNST$BA$UNP
$114M
86 positions
#22Chatterton & Associates Inc.Passive
Some overlap · 3 shared positions
$NOC$BA$DIS
$170M
101 positions
#23DKRT Investments Corp.Active
Some overlap · 4 shared positions
$WFC$BA$UNP$DIS
$409M
50 positions
#24Third View Private Wealth, LLCPassive
Some overlap · 4 shared positions
$BA$MNST$DIS$UNP
$814M
291 positions
#25Neumann Capital Management, LLCActive
Some overlap · 4 shared positions
$WFC$DIS$UNP$NOC
$151M
58 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.