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Hedge Funds Similar to Embree Financial Group

13F Portfolio OverlapQ2 2026Embree Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Embree Financial Group is an institutional investor managing $999M across 290 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 Embree Financial Group are Papamarkou Wellner Asset, Fort Sheridan Advisors, Miramar, with shared positions in $BLK, $CME, $DE, $BX, $ABT, $MCD. The full ranking of 25 similar funds is below.

#1Papamarkou Wellner Asset Management inc.Passive
Some overlap · 6 shared positions
$BLK$CME$DE$BX$ABT$MCD
$159M
75 positions
#2Fort Sheridan Advisors LLCPassive
Some overlap · 4 shared positions
$CME$BX$DE$CBOE
$928M
299 positions
#3Miramar Capital, LLCPassive
Some overlap · 6 shared positions
$CME$BLK$ABT$GD$MCD$MDY
$455M
57 positions
#4McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$CBOE$BLK$CME$PLTR$SCHW
$1.1B
137 positions
#5Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$CME$CBOE$DE
$239M
126 positions
#6Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$CME$CBOE$BLK
$253M
63 positions
#7Marion Wealth ManagementPassive
Some overlap · 4 shared positions
$CBOE$BLK$BX$DE
$491M
159 positions
#8MARKEL GROUP INC.Active
Some overlap · 6 shared positions
$BLK$BX$DE$GD$SCHW$HEI
$13.1B
130 positions
#9Edgemoor Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$BX$BLK$DE$GD$SCHW
$1.5B
188 positions
#10Harbour Trust & Investment Management CoActive
Some overlap · 6 shared positions
$BX$DE$BLK$PLTR$MDY$MCD
$1.0B
160 positions
#11VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$BX$BLK$MCD$ABT
$201M
57 positions
#12HARMONY ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CBOE$CME$BLK
$372M
201 positions
#13Sarasin & Partners LLPActive
Some overlap · 3 shared positions
$CME$BLK$DE
$8.5B
94 positions
#14PROMETHIUM ADVISORS,LLCPassive
Some overlap · 3 shared positions
$CME$CBOE$MCD
$208M
122 positions
#15FAYEZ SAROFIM & COActive
Some overlap · 5 shared positions
$BLK$BX$ABT$DE$MCD
$42.5B
300 positions
#16Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$BLK$CME$BX$GD$MCD
$412M
181 positions
#17Archon Partners LLCActive
Some overlap · 3 shared positions
$BX$DE$PLTR
$937M
37 positions
#18Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$BX$BLK$ABT$GD
$202M
58 positions
#19UNITED BANKActive
Some overlap · 5 shared positions
$BLK$CME$ABT$GD$MCD
$853M
130 positions
#20Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$BLK$DE$ABT$GD$MCD
$181M
81 positions
#21ClearAlpha Technologies LPPassive
Some overlap · 3 shared positions
$CME$BLK$ABT
$58M
79 positions
#22WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$CME$BLK$DE
$1.3B
73 positions
#23Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$BLK$DE$ABT$GD$MCD
$1.1B
204 positions
#24FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 3 shared positions
$BX$BLK$MCD
$5.3B
210 positions
#25PERRYMAN FINANCIAL ADVISORY INC /ADPassive
Some overlap · 3 shared positions
$BX$DE$PLTR
$751M
191 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.