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Hedge Funds Similar to Entelevest

13F Portfolio OverlapQ2 2026Entelevest portfolio →
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Most similar hedge funds by 13F overlap

Entelevest, LLC is an institutional investor managing $117M across 142 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 Entelevest are FDx Advisors, Parkwood, Foundations Investment Advisors, with shared positions in $IAU, $ASML, $SPOT, $NVS, $C, $IBIT. The full ranking of 25 similar funds is below.

#1FDx Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$ASML$SPOT$NVS
$332M
179 positions
#2Parkwood LLCActive
Some overlap · 5 shared positions
$ASML$SPOT$C$IBIT$NVS
$1.4B
72 positions
#3Foundations Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$IAU$C$IBIT
$9.7B
1,202 positions
#4Blossom Wealth ManagementActive
Some overlap · 4 shared positions
$IAU$ADI$MCD$ASML
$71M
72 positions
#5EQUITABLE TRUST COPassive
Some overlap · 3 shared positions
$IAU$ASML$ADI
$2.4B
452 positions
#6Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$IAU$ASML$MCD
$1.1B
154 positions
#7JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 3 shared positions
$IAU$ASML$MCD
$984M
375 positions
#8MBA Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$MCD
$297M
166 positions
#9BDFS Capital LLCActive
Some overlap · 4 shared positions
$ASML$IAU$BA$C
$230M
116 positions
#10BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$IAU$ASML$ADI
$1.5B
234 positions
#11Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$NVS
$490M
80 positions
#12SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$BA$C$NVS
$296M
134 positions
#13FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 4 shared positions
$IAU$ASML$C$NVS
$203M
109 positions
#14Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$IAU$BA$MCD$C
$149M
98 positions
#15ANDERSON HOAGLAND & COActive
Some overlap · 3 shared positions
$IAU$ASML$C
$1.3B
137 positions
#16FIRST AMERICAN TRUST, FSBPassive
Some overlap · 4 shared positions
$IAU$ASML$MCD$C
$1.7B
307 positions
#17BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ASML$IAU$SPOT
$543M
140 positions
#18BKM Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ASML$ADI$MCD$C
$282M
148 positions
#19Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$MCD
$474M
110 positions
#20Symmetry Investments LPActive
Some overlap · 4 shared positions
$ASML$BA$IBIT$ADI
$1.5B
152 positions
#21Altman Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$C$CBOE$NVS
$279M
93 positions
#22UNIQUE WEALTH, LLCActive
Some overlap · 4 shared positions
$IAU$MCD$IBIT$ASML
$858M
201 positions
#23Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SPOT$MCD
$412M
181 positions
#24STABLEFORD CAPITAL II LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$C
$289M
147 positions
#25Night Squared LPPassive
Some overlap · 3 shared positions
$ASML$SPOT$ADI
$930M
69 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.