13F Pro

Hedge Funds Similar to Equita Financial Network

13F Portfolio OverlapQ2 2026Equita Financial Network portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Equita Financial Network, Inc. is an institutional investor managing $360M across 95 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 Equita Financial Network are a16z Perennial, RAFFA WEALTH, Balanced Rock Investment Advisors, with shared positions in $NU, $GLDM, $DIS, $MUFG, $LOW, $ASML. The full ranking of 25 similar funds is below.

#1a16z Perennial Management, L.P.Active
Notable overlap · 3 shared positions
$NU$GLDM$DIS
$1.2B
63 positions
#2RAFFA WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MUFG$LOW$ASML$DIS
$793M
1,591 positions
#3Balanced Rock Investment Advisors LLC
Some overlap · 3 shared positions
$MUFG$NU$CRM
$160M
102 positions
#4HILLTOP WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$MUFG$ASML$DIS
$202M
74 positions
#5Betterment LLCActive
Some overlap · 3 shared positions
$MUFG$GLDM$NU
$59.1B
675 positions
#6FinArc Investments, Inc.Active
Some overlap · 3 shared positions
$LOW$CRM$DIS
$110M
43 positions
#7SALEM INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$LOW$NU$ASML
$4.0B
1,244 positions
#8Glassy Mountain Advisors, Inc.Passive
Some overlap · 3 shared positions
$LOW$CRM$DIS
$366M
76 positions
#9Arlington Financial Advisors, LLCActive
Some overlap · 4 shared positions
$NU$CRM$DIS$ASML
$787M
107 positions
#10Trust Co of KansasActive
Some overlap · 3 shared positions
$LOW$DIS$ASML
$195M
59 positions
#11TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCActive
Some overlap · 3 shared positions
$NU$MUFG$LOW
$29.1B
751 positions
#12Infusive Asset Management Inc.Passive
Some overlap · 3 shared positions
$LOW$CRM$DIS
$220M
30 positions
#13Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$MUFG$ASML$CRM
$547M
434 positions
#14Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$GLDM$MUFG$DIS
$134M
119 positions
#15Mills Wealth Advisors LLCActive
Some overlap · 3 shared positions
$GLDM$LOW$GBTC
$318M
76 positions
#16CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 4 shared positions
$DIS$GLDM$ASML$MUFG
$982M
142 positions
#17FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 3 shared positions
$GLDM$LOW$ASML
$1.7B
208 positions
#18Napier Financial, LLCActive
Some overlap · 3 shared positions
$GLDM$NU$MUFG
$480M
472 positions
#19BIRCHBROOK, INC.Active
Some overlap · 3 shared positions
$MUFG$CRM$DIS
$213M
305 positions
#20OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DIS$CRM$ASML$LOW
$1.8B
203 positions
#21Empower Advisory Group, LLCActive
Some overlap · 3 shared positions
$GLDM$MUFG$DIS
$41.9B
532 positions
#22ANTIPODES PARTNERS LtdActive
Some overlap · 3 shared positions
$CRM$DIS$NU
$5.5B
130 positions
#23Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$GLDM$CRM$ASML
$490M
80 positions
#24DOVER ADVISORS, LLCPassive
Some overlap · 4 shared positions
$LOW$DIS$ASML$CRM
$244M
153 positions
#25Livet Wealth, LLCPassive
Some overlap · 4 shared positions
$MUFG$ASML$NU$GLDM
$173M
122 positions

Compare Equita Financial Network’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Equita Financial Network’s holdings

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.