Hedge Funds Similar to ENTRUST FINANCIAL

13F Portfolio OverlapQ2 2026ENTRUST FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

ENTRUST FINANCIAL LLC is an institutional investor managing $154M across 445 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 ENTRUST FINANCIAL are Fortis Advisors, ELEMENT POINTE ADVISORS, Henderson Brothers Financial Partners, with shared positions in $GLDM, $NEE, $STX, $GLW, $MDY, $DELL. The full ranking of 25 similar funds is below.

#1Fortis Advisors, LLCPassive

Some overlap · 4 shared positions

$GLDM $NEE $STX $GLW

$214M

122 positions

#2ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 4 shared positions

$GLDM $MDY $DELL $D

$621M

90 positions

#3Henderson Brothers Financial Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $MDY $NEE

$211M

77 positions

#4Timber Creek Capital Management LLCPassive

Some overlap · 3 shared positions

$GLDM $TTE $FLEX

$490M

80 positions

#5Strategic Financial Services, Inc.Smart money

Some overlap · 3 shared positions

$GLDM $NEE $BLK

$2.3B

157 positions

#6Wealth Management NebraskaSmart money

Some overlap · 3 shared positions

$GLDM $NEE $TXN

$1.1B

106 positions

#7Cedar Point Capital Partners, LLCActive

Some overlap · 3 shared positions

$174M

77 positions

#8RETIREMENT INCOME SOLUTIONS, INCSmart money

Some overlap · 3 shared positions

$GLDM $MDY $NEE

$581M

172 positions

#9Greenline Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $TTE $BLK

$983M

149 positions

#10FIDUCIENT ADVISORS LLCActive

Some overlap · 3 shared positions

$GLDM $MDY $TFC

$698M

153 positions

#11Lynx Investment AdvisoryPassive

Some overlap · 3 shared positions

$GLDM $PNC $TFC

$305M

230 positions

#12LifeGoal Investments, LLCActive

Some overlap · 3 shared positions

$GLDM $STX $BLK

$218M

155 positions

#13Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$GLDM $PNC $BLK

$1.8B

529 positions

#14Milestones Private Investment Advisors LLCActive

Some overlap · 3 shared positions

$GLDM $NEE $GLW

$126M

77 positions

#15Integrity Wealth Solutions LLCActive

Some overlap · 3 shared positions

$GLDM $NEE $MDY

$271M

129 positions

#16GOULD ASSET MANAGEMENT LLC /CA/Smart money

Some overlap · 3 shared positions

$GLDM $MDY $TXN

$635M

176 positions

#17Austin Wealth Management, LLCActive

Some overlap · 3 shared positions

$GLDM $TXN $NEE

$473M

126 positions

#18Napier Financial, LLCActive

Some overlap · 3 shared positions

$480M

472 positions

#19Bangor Savings BankActive

Some overlap · 3 shared positions

$1.4B

543 positions

#20Quantum Financial Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $FLEX $STX

$1.0B

251 positions

#21SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Some overlap · 3 shared positions

$GLDM $BLK $APP

$5.6B

669 positions

#22Graetz Wealth LLCActive

Some overlap · 3 shared positions

$GLDM $FLEX $APP

$125M

84 positions

#23RM Financial Services, LLCPassive

Some overlap · 3 shared positions

$135M

79 positions

#24Frederick Financial Consultants, LLCActive

Some overlap · 3 shared positions

$GLDM $PNC $NEE

$236M

121 positions

#25INSPIRION WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$GLDM $TXN $TFC

$874M

189 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.