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Hedge Funds Similar to Ellenbecker Investment Group

13F Portfolio OverlapQ2 2026Ellenbecker Investment Group portfolio →
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Most similar hedge funds by 13F overlap

Ellenbecker Investment Group is an institutional investor managing $860M across 149 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 Ellenbecker Investment Group are HUTNER, Ridgepath, Night Squared, with shared positions in $PM, $MO, $EPD, $PEP, $WEC, $FISV. The full ranking of 25 similar funds is below.

#1HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 5 shared positions
$PM$MO$EPD$PEP$WEC
$252M
43 positions
#2Ridgepath Capital Management LLC
Some overlap · 4 shared positions
$PM$MO$FISV$DOV
$227M
54 positions
#3Night Squared LPPassive
Some overlap · 3 shared positions
$PM$FAST$ETN
$930M
69 positions
#4TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$PM$MO$ETN$MAR$DOV
$686M
151 positions
#5FAYEZ SAROFIM & CO
Some overlap · 5 shared positions
$PM$ETN$EPD$MAR$MO
$42.5B
300 positions
#6Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$PM$MO$PEP$DOV
$497M
948 positions
#7AR ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$PM$MO$EPD$PEP
$546M
122 positions
#8Graver Capital Management, LLCSmart money
Some overlap · 3 shared positions
$PM$MO$PEP
$140M
26 positions
#9Kennon-Green & Company, LLCActive
Some overlap · 3 shared positions
$PM$MO$PEP
$128M
41 positions
#10Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$PM$MO$PEP
$263M
148 positions
#11Vigil Wealth Management, LLCActive
Some overlap · 3 shared positions
$PM$MO$PEP
$140M
81 positions
#12BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$PM$MO$SYY$DOV$CRWD
$515M
142 positions
#13Weinberger Asset Management, IncActive
Some overlap · 3 shared positions
$PM$MO$EPD
$312M
101 positions
#14Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$PM$MO$DOV
$1.2B
127 positions
#15WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$PM$MO$ETN$MAR
$97M
110 positions
#16SIMA Wealth Partners, LLCActive
Some overlap · 3 shared positions
$PM$MO$PEP
$141M
130 positions
#17Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$PM$MO$SYY$HON
$394M
99 positions
#18Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$PM$MO$PEP$SYY
$274M
79 positions
#19Vermillion & White Wealth Management Group, LLC
Some overlap · 3 shared positions
$PM$MO$DOV
$198M
69 positions
#20Clark & Stuart, IncPassive
Some overlap · 3 shared positions
$FAST$PEP$SYY
$159M
57 positions
#21AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PM$MO$PEP
$745M
184 positions
#22Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$PM$WEC$PEP
$253M
63 positions
#23Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$PM$ETN$WEC
$856M
89 positions
#24MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$WEC$PM$PEP
$233M
122 positions
#25MAIRS & POWER INCActive
Some overlap · 5 shared positions
$WEC$FAST$ROK$FISV$LNT
$10.9B
254 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.