13F Pro

Hedge Funds Similar to ENDEAVOR PRIVATE WEALTH

13F Portfolio OverlapQ2 2026ENDEAVOR PRIVATE WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ENDEAVOR PRIVATE WEALTH, INC. is an institutional investor managing $412M across 216 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 ENDEAVOR PRIVATE WEALTH are WASHINGTON BANK, DELTA, Eliot Finkel Investment Counsel, with shared positions in $PCAR, $PNC, $ADI, $BNY, $AMGN, $GD. The full ranking of 25 similar funds is below.

#1WASHINGTON TRUST BANKPassive
Some overlap · 3 shared positions
$PCAR$PNC$ADI
$1.4B
206 positions
#2DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$BNY$PCAR$PNC$AMGN$GD
$217M
108 positions
#3Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$PCAR$AMGN$GD$ADI$AEP
$214M
33 positions
#4MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$BNY$PNC$AMGN$MS$LOW$AEP
$1.2B
106 positions
#5Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$PCAR$IAU$AMGN$PNC
$1.8B
529 positions
#6Keystone Financial ServicesActive
Some overlap · 4 shared positions
$BNY$IAU$GD$ADI
$388M
131 positions
#7Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$BNY$PCAR$AMGN
$754M
41 positions
#8JMAC ENTERPRISES LLCActive
Some overlap · 5 shared positions
$IAU$PNC$AMGN$MS$GD
$593M
122 positions
#9Insight Inv LLCPassive
Some overlap · 6 shared positions
$PCAR$PNC$AMGN$GD$MS$LOW
$212M
109 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$BNY$PNC$AMGN$LOW
$108M
52 positions
#11Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$BNY$PNC$GD$MS
$159M
62 positions
#12Sunesis Advisors, LLCSmart money
Some overlap · 3 shared positions
$BNY$IAU$GD
$242M
61 positions
#13Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$IAU$AMGN$GD$LOW$ADI
$1.3B
275 positions
#14Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$PSX$LOW$CEG$ADI
$145M
99 positions
#15Davis Capital ManagementPassive
Some overlap · 4 shared positions
$BNY$AMGN$GD$LOW
$169M
1,270 positions
#16Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$BNY$PNC$GD$ADI
$327M
94 positions
#17Stolper CoPassive
Some overlap · 4 shared positions
$BNY$PSX$MS$AEP
$387M
91 positions
#18Networth Advisors, LLCActive
Some overlap · 4 shared positions
$BNY$PNC$MS$LOW
$172M
383 positions
#19DELTA FINANCIAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$BNY$IAU$AMGN$LOW
$421M
152 positions
#20Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BNY$AMGN$MS$LOW
$297M
103 positions
#21Somerset Trust CoPassive
Some overlap · 6 shared positions
$PSX$AMGN$GD$MS$LOW$ADI
$354M
186 positions
#22CONNING INC.Passive
Some overlap · 5 shared positions
$BNY$PNC$AMGN$GD$MS
$3.3B
327 positions
#23Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$IAU$PSX$AMGN$LOW
$814M
61 positions
#24Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$IAU$PNC$AMGN$ADI
$155M
107 positions
#25Delta Accumulation, LLCActive
Some overlap · 4 shared positions
$BNY$GD$MS$PNC
$2.5B
156 positions

Compare ENDEAVOR PRIVATE WEALTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View ENDEAVOR PRIVATE WEALTH’s holdings

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.