How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Empowered Funds

13F Portfolio OverlapQ2 2026Empowered Funds portfolio →

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Most similar hedge funds by 13F overlap

Empowered Funds, LLC is an institutional investor managing $19.0B across 2,112 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 Empowered Funds are Kaufman Rossin Wealth, Wakefield Asset LLLP, KICKSTAND VENTURES, with shared positions in $EXPE, $WDC, $VRT, $FIX, $VST, $C. The full ranking of 25 similar funds is below.

#1Kaufman Rossin Wealth, LLCActive

Slight overlap · 4 shared positions

$EXPE $WDC $VRT $FIX

$211M

112 positions

#2Wakefield Asset Management LLLPPassive

Slight overlap · 4 shared positions

$EXPE $WDC $VRT $FIX

$444M

225 positions

#3KICKSTAND VENTURES, LLC.Active

Slight overlap · 4 shared positions

$WDC $VST $C $EXPE

$550M

154 positions

#4WESTPAC BANKING CORPPassive

Slight overlap · 4 shared positions

$WDC $EXPE $C $BKNG

$1.6B

498 positions

#5Bensler, LLCPassive

Slight overlap · 4 shared positions

$WDC $VST $VRT $FIX

$1.1B

198 positions

#6Sciencast Management LPPassive

Slight overlap · 4 shared positions

$WDC $C $BKNG $VLO

$482M

235 positions

#7Bosman Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$WDC $VRT $VLO $FIX

$161M

56 positions

#8Hudson Canyon Capital ManagementPassive

Slight overlap · 3 shared positions

$WDC $VST $C

$187M

50 positions

#9Bellwether Advisors, LLCPassive

Slight overlap · 3 shared positions

$EXPE $WDC $FIX

$675M

167 positions

#10NEW WAVE WEALTH ADVISORS LLCPassive

Slight overlap · 3 shared positions

$WDC $VST $VRT

$367M

204 positions

#11BankChampaign, National AssociationPassive

Slight overlap · 3 shared positions

$WDC $VST $VRT

$130M

200 positions

#12Main Management ETF Advisors, LLCSmart money

Slight overlap · 3 shared positions

$WDC $VST $VRT

$3.3B

103 positions

#13ARS Investment Partners, LLCActive

Slight overlap · 3 shared positions

$WDC $VST $VRT

$2.3B

181 positions

#14BECK CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$WDC $VST $VRT

$543M

140 positions

#15JACOBS LEVY EQUITY MANAGEMENT, INCPassive

Slight overlap · 4 shared positions

$C $BKNG $VLO $FIX

$27.8B

934 positions

#16FCF Advisors LLCPassive

Slight overlap · 3 shared positions

$EXPE $VRT $BKNG

$544M

58 positions

#17ALKEON CAPITAL MANAGEMENT LLCSmart money

Slight overlap · 3 shared positions

$EXPE $VRT $BKNG

$74.1B

109 positions

#18Williamson Legacy Group, LLCPassive

Slight overlap · 3 shared positions

$WDC $C $VRT

$201M

75 positions

#19BRAUN STACEY ASSOCIATES INCActive

Slight overlap · 3 shared positions

$WDC $C $VRT

$3.5B

113 positions

#20Seelaus Asset Management LLCPassive

Slight overlap · 3 shared positions

$WDC $C $VRT

$142M

204 positions

#21SMART Wealth LLCPassive

Slight overlap · 3 shared positions

$WDC $C $VRT

$464M

222 positions

#22Longbow Finance SAPassive

Slight overlap · 3 shared positions

$EXPE $C $VLO

$782M

59 positions

#23Westbourne Investment Advisors, Inc.Passive

Slight overlap · 3 shared positions

$EXPE $C $VLO

$363M

120 positions

#24SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Slight overlap · 3 shared positions

$VST $C $VRT

$5.6B

669 positions

#25Hobbs Group Advisors, LLCActive

Slight overlap · 3 shared positions

$VST $C $VRT

$380M

164 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.