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Hedge Funds Similar to EQ

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

EQ LLC is an institutional investor managing $407M across 87 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 EQ are Permanens, Impact Investors, Sharkey, Howes & Javer, with shared positions in $IAU, $MUFG, $ASML, $APH, $CIEN, $MPWR. The full ranking of 25 similar funds is below.

#1Permanens Capital L.P.Active
Substantial overlap · 3 shared positions
$IAU$MUFG$ASML
$972M
100 positions
#2Impact Investors, IncActive
Substantial overlap · 3 shared positions
$IAU$MUFG$ASML
$137M
88 positions
#3Sharkey, Howes & JaverActive
Substantial overlap · 3 shared positions
$IAU$MUFG$APH
$830M
159 positions
#4White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$IAU$MUFG$ASML
$829M
148 positions
#5Financial Alternatives, IncActive
Notable overlap · 3 shared positions
$IAU$APH$MUFG
$203M
84 positions
#6Torren Management, LLCActive
Notable overlap · 3 shared positions
$MUFG$APH$CIEN
$197M
948 positions
#7Regency Capital Management Inc.\DEPassive
Notable overlap · 3 shared positions
$IAU$APH$ASML
$251M
64 positions
#8RAFFA WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$MUFG$IAU$ASML
$793M
1,591 positions
#9Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$APH$ASML
$2.8B
151 positions
#10BFSG, LLCPassive
Some overlap · 3 shared positions
$IAU$APH$ASML
$1.1B
768 positions
#11LifePlan Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$MUFG$CIEN
$291M
131 positions
#12REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$APH$ASML
$769M
225 positions
#13QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$APH$MPWR
$856M
115 positions
#14Sunstone Asset Management, L.P.Active
Some overlap · 3 shared positions
$APH$ASML$CIEN
$92M
57 positions
#15Worthington Financial Partners, LLCPassive
Some overlap · 3 shared positions
$MPWR$APH$ASML
$118M
98 positions
#16Values First Advisors, Inc.Passive
Some overlap · 4 shared positions
$APH$MPWR$ASML$IAU
$213M
180 positions
#17Alpha Zero LLCActive
Some overlap · 3 shared positions
$IAU$APH$ASML
$264M
107 positions
#18EverSource Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$CIEN
$3.0B
4,392 positions
#19KP Management LLCPassive
Some overlap · 3 shared positions
$APH$ASML$MPWR
$532M
86 positions
#20Blossom Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$APH$ASML
$71M
72 positions
#21Foundations Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$ASML$CIEN$IAU
$9.7B
1,202 positions
#22PAX Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$APH$ASML
$673M
207 positions
#23Progressive Investment Management CorpActive
Some overlap · 3 shared positions
$APH$ASML$CIEN
$452M
56 positions
#24Paragon Advisors, LLCSmart money
Some overlap · 3 shared positions
$ASML$APH$MPWR
$476M
77 positions
#25Left Brain Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MPWR$APH$CIEN
$332M
99 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.