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Hedge Funds Similar to Envestnet Portfolio Solutions

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

Envestnet Portfolio Solutions, Inc. is an institutional investor managing $20.9B across 1,369 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 Portfolio Solutions are FIRST CITIZENS BANK, SVB WEALTH, FORBES J M & LLP, with shared positions in $ETN, $APH, $MO, $DUK, $ADI, $ITW. The full ranking of 25 similar funds is below.

#1FIRST CITIZENS BANK & TRUST COActive
Some overlap · 12 shared positions
$ETN$APH$MO$DUK$ADI$ITW
$6.7B
644 positions
#2SVB WEALTH LLCPassive
Some overlap · 7 shared positions
$ETN$MO$DUK$ADI$RF$UNP
$1.6B
384 positions
#3FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$IAU$ETN$APH$UNP$PLD
$1.3B
159 positions
#4QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$IAU$ETN$APH$UNP$PLD
$856M
115 positions
#5Sharkey, Howes & JaverActive
Some overlap · 5 shared positions
$IAU$APH$MUFG$ADI$UNP
$829M
163 positions
#6BCWM, LLCPassive
Some overlap · 5 shared positions
$IAU$MO$DUK$UNP$KMI
$342M
57 positions
#7BEACON FINANCIAL GROUPPassive
Slight overlap · 5 shared positions
$IAU$ETN$DUK$ADI$KMI
$1.1B
377 positions
#8Paradigm Capital Management, LLC/NVActive
Slight overlap · 5 shared positions
$ETN$APH$MO$DUK$KMI
$116M
65 positions
#9BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Slight overlap · 5 shared positions
$ETN$APH$DUK$ADI$ITW
$8.0B
1,334 positions
#10Northstar Financial Companies, Inc.Passive
Slight overlap · 4 shared positions
$IAU$ETN$MO$DUK
$148M
117 positions
#11Aull & Monroe Investment Management CorpPassive
Slight overlap · 5 shared positions
$ETN$DUK$ITW$RF$UNP
$239M
126 positions
#12Shoker Investment Counsel, Inc.Active
Slight overlap · 5 shared positions
$MO$DUK$ADI$ITW$UNP
$398M
113 positions
#13Alley Investment Management Company, LLCActive
Slight overlap · 5 shared positions
$ETN$DUK$UNP$PLD$SNA
$856M
89 positions
#14NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Slight overlap · 5 shared positions
$ETN$DUK$ADI$UNP$KMI
$381M
144 positions
#15Meadow Creek Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$IAU$ETN$ADI$UNP
$164M
139 positions
#16Broadway Wealth Solutions, Inc.Smart money
Slight overlap · 4 shared positions
$IAU$ETN$APH$UNP
$214M
92 positions
#17Argentarii, LLCPassive
Slight overlap · 4 shared positions
$IAU$APH$ETN$KMI
$332M
213 positions
#18Advantage Trust CoActive
Slight overlap · 4 shared positions
$IAU$DUK$MO$UNP
$284M
197 positions
#19Alpha Zero LLCActive
Slight overlap · 4 shared positions
$IAU$APH$DUK$PLD
$264M
107 positions
#20Van Hulzen Asset Management, LLCPassive
Slight overlap · 4 shared positions
$IAU$ETN$ITW$KMI
$1.4B
387 positions
#21SMITH, MOORE & CO.Passive
Slight overlap · 4 shared positions
$IAU$ETN$ITW$UNP
$1.5B
586 positions
#22Dakota Wealth ManagementPassive
Slight overlap · 4 shared positions
$IAU$APH$ETN$ADI
$5.2B
776 positions
#23Cushing Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$IAU$ADI$ITW$PLD
$145M
99 positions
#24Keebeck Wealth ManagementPassive
Slight overlap · 4 shared positions
$ETN$APH$IAU$ADI
$1.0B
471 positions
#25CAMDEN NATIONAL BANKPassive
Slight overlap · 4 shared positions
$IAU$DUK$PLD$KMI
$767M
184 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.