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Hedge Funds Similar to ENZI WEALTH

13F Portfolio OverlapQ2 2026ENZI WEALTH portfolio →
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Most similar hedge funds by 13F overlap

ENZI WEALTH is an institutional investor managing $316M across 77 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 ENZI WEALTH are Manchester Global (UK) Ltd, WORMSER FRERES GESTION, LOUNTZIS ASSET, with shared positions in $CDNS, $SCHW, $NOW, $TXN, $ABT, $PM. The full ranking of 25 similar funds is below.

#1Manchester Global Management (UK) LtdActive
Some overlap · 4 shared positions
$CDNS$SCHW$NOW$TXN
$906M
23 positions
#2WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$CDNS$NOW$ABT
$177M
66 positions
#3LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$CDNS$ABT$SCHW$PM
$316M
55 positions
#4TOEWS CORP /ADVActive
Some overlap · 6 shared positions
$PLTR$MO$ETN$DELL$SCHW$PM
$686M
151 positions
#5DOCK STREET ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$CDNS$PLTR$NOW
$1.1B
64 positions
#6BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CDNS$PLTR$ETN$NOW
$414M
106 positions
#7Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$CDNS$ETN$PM$NOW
$1.1B
215 positions
#8Sun Financial IncPassive
Some overlap · 4 shared positions
$PLTR$CDNS$ETN$NOW
$212M
161 positions
#9Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$PLTR$ETN$CDNS$NOW
$917M
38 positions
#10Independent Solutions Wealth Management, LLCActive
Some overlap · 4 shared positions
$PLTR$ETN$MO$PM
$766M
194 positions
#11Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$CDNS$DELL$TXN
$181M
73 positions
#12Peterson Wealth ServicesPassive
Some overlap · 4 shared positions
$PLTR$CDNS$ETN$PM
$459M
245 positions
#13Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$PLTR$CDNS$ETN$NOW
$120M
92 positions
#14Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CDNS$ETN$PM$NOW
$284M
73 positions
#15PeakShares LLCActive
Some overlap · 4 shared positions
$PLTR$DELL$MO$MMM
$134.4B
122 positions
#16BankChampaign, National AssociationPassive
Some overlap · 3 shared positions
$PLTR$ETN$DELL
$130M
200 positions
#17RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$ETN$DELL$PLTR$NOW
$108M
183 positions
#18Menard Financial Group LLCActive
Some overlap · 3 shared positions
$PLTR$DELL$SCHW
$184M
80 positions
#19Citizens Business BankActive
Some overlap · 3 shared positions
$PLTR$DELL$SCHW
$664M
139 positions
#20HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$PLTR$DELL$SCHW
$217M
352 positions
#21Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$DELL$AMP$NOW
$490M
134 positions
#22Citizens National Bank Trust DepartmentPassive
Some overlap · 4 shared positions
$ETN$DELL$MO$PM
$680M
381 positions
#23Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$PLTR$DELL$SCHW
$294M
135 positions
#24Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$PLTR$MO$AMP
$371M
142 positions
#25Cornerstone Select Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$DELL$MO
$238M
149 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.