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Hedge Funds Similar to Entruity Wealth

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

Entruity Wealth, LLC is an institutional investor managing $155M across 54 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 Entruity Wealth are WEALTHCARE, Wealth Alliance, Basepoint Wealth, with shared positions in $PSLV, $PHYS, $GLDM, $CTVA, $AMP, $AG. The full ranking of 25 similar funds is below.

#1WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$PSLV$PHYS$GLDM
$1.1B
105 positions
#2Capital Wealth Alliance, LLCActive
Substantial overlap · 3 shared positions
$PSLV$PHYS$CTVA
$215M
99 positions
#3Basepoint Wealth LLCPassive
Substantial overlap · 3 shared positions
$PHYS$PSLV$AMP
$175M
632 positions
#4Cedrus Wealth Group LLCActive
Substantial overlap · 3 shared positions
$PSLV$AG$PHYS
$115M
51 positions
#5Alpha Advisors, LLC/VAActive
Substantial overlap · 3 shared positions
$PHYS$PSLV$WFC
$133M
51 positions
#6HC Advisors, LLCActive
Notable overlap · 3 shared positions
$PSLV$PHYS$WFC
$165M
62 positions
#7Hurley Capital, LLCPassive
Notable overlap · 3 shared positions
$PSLV$PHYS$MS
$193M
678 positions
#8FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Notable overlap · 5 shared positions
$CTVA$Q$DD$DOW$UNP
$1.2B
180 positions
#9MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$PHYS$GLDM$MS$UNP
$162M
106 positions
#10SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$WFC$PSLV
$524M
174 positions
#11Heritage Wealth AdvisorsActive
Notable overlap · 3 shared positions
$PHYS$UNP$GLDM
$2.9B
703 positions
#12New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$PSLV$PHYS$AG
$633M
68 positions
#13Red Mountain Financial, LLCPassive
Some overlap · 5 shared positions
$CTVA$Q$DD$UNP$DOW
$119M
82 positions
#14Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$PSLV$PHYS$UNP
$809M
259 positions
#15Bruce G. Allen Investments, LLCPassive
Some overlap · 3 shared positions
$PHYS$WFC$UNP
$157M
1,037 positions
#16Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 3 shared positions
$PHYS$PSLV$MS
$241M
215 positions
#17WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$CTVA$Q$DD
$742M
119 positions
#18Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$CTVA$WFC$AMP
$47.7B
212 positions
#19Brookmont Capital ManagementActive
Some overlap · 3 shared positions
$Q$WFC$DD
$186M
61 positions
#20Schiavi & Co LLCSmart money
Some overlap · 3 shared positions
$WFC$CTVA$Q
$378M
60 positions
#21K.J. Harrison & Partners IncPassive
Some overlap · 4 shared positions
$PHYS$PSLV$UNP$MS
$706M
224 positions
#22A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$PRIM$PHYS$MS
$156M
104 positions
#23STALEY CAPITAL ADVISERS INCActive
Some overlap · 3 shared positions
$Q$CTVA$DOW
$2.6B
193 positions
#24Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$WFC$Q$DD
$1.0B
765 positions
#25Fidelis Capital Partners, LLCPassive
Some overlap · 4 shared positions
$PSLV$PHYS$MS$WFC
$1.7B
538 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.