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Hedge Funds Similar to EnRich Financial Partners

13F Portfolio OverlapQ2 2026EnRich Financial Partners portfolio →
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Most similar hedge funds by 13F overlap

EnRich Financial Partners LLC is an institutional investor managing $421M across 67 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 EnRich Financial Partners are PATTON ALBERTSON MILLER GROUP, INVESCO, S Harris Financial Group, with shared positions in $KLAC, $TMO, $ALL. The full ranking of 4 similar funds is below.

#1PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 3 shared positions
$KLAC$TMO$ALL
$1.0B
213 positions
#2INVESCO, LLCActive
Some overlap · 3 shared positions
$KLAC$TMO$ALL
$323M
133 positions
#3S Harris Financial Group, LLCActive
Some overlap · 3 shared positions
$ALL$KLAC$TMO
$129M
124 positions
#4PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$KLAC$TMO$ALL
$501M
165 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.