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Hedge Funds Similar to ENVESTNET ASSET

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

ENVESTNET ASSET MANAGEMENT INC is an institutional investor managing $423.6B across 4,822 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 ENVESTNET ASSET are GLOBALT Investments / GA, HOWE & RUSLING, FACTORY MUTUAL INSURANCE, with shared positions in $PM, $KLAC, $TJX, $UNP, $MS, $ETN. The full ranking of 25 similar funds is below.

#1GLOBALT Investments LLC / GAActive
Some overlap · 8 shared positions
$PM$KLAC$TJX$UNP$MS$ETN
$3.0B
213 positions
#2HOWE & RUSLING INCPassive
Some overlap · 7 shared positions
$PM$APH$ASML$KLAC$TJX$UNP
$1.7B
479 positions
#3FACTORY MUTUAL INSURANCE COActive
Some overlap · 7 shared positions
$PM$APH$ASML$KLAC$UNP$MS
$10.6B
205 positions
#4Alley Investment Management Company, LLCActive
Some overlap · 7 shared positions
$PM$ASML$PH$UNP$MS$ETN
$856M
89 positions
#5Evansbrook LLCActive
Some overlap · 7 shared positions
$PM$ASML$PH$TJX$MS$ETN
$168M
127 positions
#6FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 7 shared positions
$PM$PH$TJX$MS$ETN$ADI
$8.2B
442 positions
#7Dakota Wealth ManagementPassive
Some overlap · 7 shared positions
$APH$KLAC$TJX$IAU$ETN$ADI
$5.2B
776 positions
#8MONETARY MANAGEMENT GROUP INCPassive
Some overlap · 6 shared positions
$PM$APH$ASML$KLAC$PH$AMGN
$487M
335 positions
#9United Asset Strategies, Inc.Passive
Some overlap · 6 shared positions
$PM$APH$ASML$PH$ETN$AMGN
$1.4B
259 positions
#10Fortune Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$PM$APH$KLAC$TJX$UNP$ETN
$234M
163 positions
#11HENDLEY & CO INCActive
Some overlap · 6 shared positions
$PM$APH$PH$TJX$UNP$ETN
$283M
47 positions
#12Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$PM$ASML$KLAC$TJX$MS$ETN
$1.6B
184 positions
#13VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 6 shared positions
$PM$APH$KLAC$PH$ADI$AMGN
$900M
1,056 positions
#14LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 6 shared positions
$PM$ASML$PH$TJX$UNP$ADI
$10.3B
565 positions
#15Tower View Wealth Management LLCPassive
Some overlap · 6 shared positions
$PM$APH$PH$UNP$ETN$ADI
$227M
205 positions
#16LORD, ABBETT & CO. LLCPassive
Some overlap · 6 shared positions
$PM$APH$PH$TJX$MS$ADI
$34.9B
558 positions
#17Acumen Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$APH$ASML$KLAC$PH$TJX$ETN
$472M
493 positions
#18Winslow Capital Management, LLCActive
Slight overlap · 6 shared positions
$APH$ASML$KLAC$PH$MS$ADI
$29.1B
66 positions
#19Clarendon Private LLCPassive
Slight overlap · 6 shared positions
$APH$ASML$KLAC$TJX$MS$ETN
$156M
124 positions
#20CYPRESS ASSET MANAGEMENT INC/TXActive
Slight overlap · 6 shared positions
$APH$ASML$KLAC$UNP$ETN$ADI
$514M
107 positions
#21LOWE BROCKENBROUGH & CO INCActive
Slight overlap · 6 shared positions
$PM$KLAC$TJX$MS$ETN$AMGN
$2.2B
341 positions
#22Oak Harvest Investment ServicesPassive
Slight overlap · 6 shared positions
$PM$KLAC$UNP$MS$ETN$AMGN
$1.1B
168 positions
#23Blossom Wealth ManagementActive
Slight overlap · 6 shared positions
$APH$ASML$TJX$IAU$ADI$AMGN
$71M
72 positions
#24QUEST INVESTMENT MANAGEMENT LLCActive
Slight overlap · 6 shared positions
$APH$KLAC$TJX$UNP$IAU$ETN
$856M
115 positions
#25Crew Capital Management, Ltd.Passive
Slight overlap · 5 shared positions
$PM$APH$ASML$KLAC$PH
$183M
112 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.