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Hedge Funds Similar to Envision Financial Transparency

13F Portfolio OverlapQ2 2026Envision Financial Transparency portfolio →
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Most similar hedge funds by 13F overlap

Envision Financial Transparency, LLC is an institutional investor managing $117M across 59 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 Envision Financial Transparency are A. D. Beadell Investment Counsel, Powers Advisory Group, Welch Group, with shared positions in $LMT, $SGOL, $VST, $EPD, $SO, $CL. The full ranking of 22 similar funds is below.

#1A. D. Beadell Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$LMT$SGOL$VST$EPD
$156M
104 positions
#2Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$LMT$EPD$SO$CL
$319M
130 positions
#3Welch Group, LLCPassive
Some overlap · 3 shared positions
$LMT$SO$CL
$2.9B
326 positions
#4CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$LMT$SO$CL
$6.4B
290 positions
#5Cypress Capital, LLCActive
Some overlap · 3 shared positions
$LMT$SGOL$CL
$370M
113 positions
#6Integras Partners LLCPassive
Some overlap · 3 shared positions
$LMT$CL$SO
$181M
100 positions
#7TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCPassive
Some overlap · 3 shared positions
$LMT$SGOL$EPD
$185M
97 positions
#8Karras Company, Inc.Active
Some overlap · 3 shared positions
$LMT$VST$EPD
$110M
61 positions
#9Paradiem, LLCPassive
Some overlap · 3 shared positions
$LMT$CL$VST
$464M
68 positions
#10MRWM Advisors, LLCActive
Some overlap · 3 shared positions
$LMT$SGOL$CL
$243M
80 positions
#11Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$LMT$EPD$SO
$398M
113 positions
#12Jackson Hole Capital Partners, LLC
Slight overlap · 3 shared positions
$LMT$EPD$SO
$605M
313 positions
#13HARBOUR INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$SIVR$SGOL$CL
$194M
108 positions
#14Energy Income Partners, LLCActive
Slight overlap · 3 shared positions
$VST$EPD$SO
$6.4B
88 positions
#15BCM ADVISORS, LLCSmart money
Slight overlap · 3 shared positions
$SGOL$EPD$CL
$514M
80 positions
#16Capital Square, LLCPassive
Slight overlap · 3 shared positions
$RITM$SO$LMT
$228M
241 positions
#17BFSG, LLCPassive
Slight overlap · 3 shared positions
$SGOL$SO$CL
$1.1B
768 positions
#18Mallini Complete Financial Planning LLCSmart money
Slight overlap · 3 shared positions
$EPD$SO$RITM
$140M
70 positions
#19MAINSAIL ASSET MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$EPD$SO$LMT
$255M
197 positions
#20Investor's Fiduciary Advisor Network, LLCPassive
Slight overlap · 3 shared positions
$SO$EPD$LMT
$294M
219 positions
#21Navigoe, LLCPassive
Slight overlap · 3 shared positions
$EPD$CL$LMT
$191M
1,224 positions
#22Alpine Bank Wealth ManagementPassive
Slight overlap · 3 shared positions
$CL$SIVR$SGOL
$779M
404 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.