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Hedge Funds Similar to Empirical Financial Services, d.b.a. Empirical Wealth Ma

13F Portfolio OverlapQ2 2026Empirical Financial Services, d.b.a. Empirical Wealth Ma portfolio →
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Most similar hedge funds by 13F overlap

Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma is an institutional investor managing $6.9B across 1,062 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 Empirical Financial Services, d.b.a. Empirical Wealth Ma are Genus, TODD ASSET, Lifeworks Advisors, with shared positions in $DELL, $WDC, $BNY, $GLW, $ADI, $HPE. The full ranking of 25 similar funds is below.

#1Genus Capital Management Inc.Passive
Some overlap · 6 shared positions
$DELL$WDC$BNY$GLW$ADI$HPE
$1.0B
204 positions
#2TODD ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$DELL$MO$BNY$CMI$MUFG
$5.6B
182 positions
#3Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$MO$GLW$CMI$HPE
$955M
337 positions
#4TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$MO$WDC$GLW$DELL$PM
$686M
151 positions
#5Bellwether Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$WDC$GLW$PWR$HPE
$675M
167 positions
#6Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$DELL$WDC$GLW$PWR$HPE
$147M
69 positions
#7PeakShares LLCActive
Some overlap · 4 shared positions
$DELL$MO$WDC$GLW
$134.4B
122 positions
#8TABR Capital Management, LLCActive
Some overlap · 5 shared positions
$DELL$WDC$GLW$PWR$HPE
$117M
54 positions
#9REXFORD CAPITAL INCPassive
Some overlap · 5 shared positions
$WDC$GLW$BNY$MO$PM
$163M
301 positions
#10ROMANO BROTHERS AND COMPANYPassive
Some overlap · 4 shared positions
$DELL$WDC$GLW$CMI
$994M
331 positions
#11L & S Advisors IncPassive
Some overlap · 4 shared positions
$DELL$BNY$GLW$CMI
$967M
236 positions
#12CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$BNY$GLW$CMI$PM$ADI
$827M
181 positions
#13Retireful, LLCPassive
Some overlap · 4 shared positions
$DELL$WDC$GLW$CMI
$107M
81 positions
#14J. M. Brown & Associates Inc.Passive
Some overlap · 4 shared positions
$DELL$MO$CMI$PM
$175M
167 positions
#15Alpha Financial Advisors, LLCActive
Some overlap · 4 shared positions
$DELL$WDC$GLW$PM
$382M
114 positions
#16MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$DELL$GLW$CMI$PWR
$140M
63 positions
#17Providence First Trust CoPassive
Some overlap · 4 shared positions
$WDC$BNY$GLW$CMI
$358M
196 positions
#18VIKING FUND MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DELL$MO$GLW$HPE
$1.1B
146 positions
#19Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$WDC$BNY$GLW$CMI
$201M
75 positions
#20ZACKS INVESTMENT MANAGEMENTPassive
Some overlap · 4 shared positions
$DELL$BNY$CMI$PM
$14.1B
724 positions
#21Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$DELL$MO$CMI$ADI
$1.4B
101 positions
#22PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$DELL$WDC$GLW$ADI
$462M
86 positions
#23Fedenia Advisers LLCPassive
Some overlap · 4 shared positions
$DELL$WDC$GLW$HPE
$421M
459 positions
#24Citizens National Bank Trust DepartmentPassive
Some overlap · 4 shared positions
$DELL$GLW$MO$PM
$680M
381 positions
#25Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$DELL$MO$GLW$HPE
$238M
149 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.