Hedge Funds Similar to Equitable

13F Portfolio OverlapQ2 2026Equitable portfolio →

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Most similar hedge funds by 13F overlap

Equitable Holdings, Inc. is an institutional investor managing $26.4B across 2,982 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 Equitable are Compass Wealth, Integrity Wealth Solutions, Hobbs Group Advisors, with shared positions in $GLDM, $IAU, $CRWD, $BA, $MRVL. The full ranking of 25 similar funds is below.

#1Compass Wealth Management, LLC/GAActive

Slight overlap · 4 shared positions

$GLDM $IAU $CRWD $BA

$251M

74 positions

#2Integrity Wealth Solutions LLCActive

Slight overlap · 3 shared positions

$GLDM $IAU $CRWD

$271M

129 positions

#3Hobbs Group Advisors, LLCActive

Slight overlap · 3 shared positions

$GLDM $IAU $CRWD

$380M

164 positions

#4Tennessee Valley Asset Management PartnersActive

Slight overlap · 3 shared positions

$907M

207 positions

#5Spectrum Planning & Advisory Services Inc.Active

Slight overlap · 3 shared positions

$223M

120 positions

#6WFA of San Diego, LLCPassive

Slight overlap · 3 shared positions

$122M

94 positions

#7MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$GLDM $IAU $CRWD

$162M

106 positions

#8Nova Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$GLDM $IAU $CRWD

$181M

570 positions

#9CONTINUUM WEALTH ADVISORS, LLCActive

Slight overlap · 3 shared positions

$GLDM $IAU $CRWD

$296M

82 positions

#10Horst & Graben Wealth Management LLCActive

Slight overlap · 3 shared positions

$GLDM $IAU $MRVL

$760M

205 positions

#11LIFELONG WEALTH ADVISORS, INC.Smart money

Slight overlap · 3 shared positions

$GLDM $IAU $MRVL

$426M

99 positions

#12China Universal Asset Management Co., Ltd.Passive

Slight overlap · 3 shared positions

$GLDM $IAU $MRVL

$1.7B

513 positions

#13Walkner Condon Financial Advisors LLCPassive

Slight overlap · 3 shared positions

$GLDM $IAU $MRVL

$871M

344 positions

#14SNS Financial Group, LLCPassive

Slight overlap · 3 shared positions

$GLDM $CRWD $BA

$5.2B

549 positions

#15Apriem AdvisorsActive

Slight overlap · 3 shared positions

$GLDM $CRWD $BA

$1.2B

182 positions

#16Cedar Point Capital Partners, LLCActive

Slight overlap · 3 shared positions

$GLDM $CRWD $BA

$174M

77 positions

#17Claro Advisors LLCPassive

Slight overlap · 3 shared positions

$GLDM $CRWD $IAU

$953M

533 positions

#18Argos Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$GLDM $IAU $CRWD

$378M

224 positions

#19SBI Securities Co., Ltd.Passive

Slight overlap · 3 shared positions

$GLDM $CRWD $MRVL

$4.4B

4,072 positions

#20Fourth Dimension Wealth, LLCPassive

Slight overlap · 3 shared positions

$GLDM $CRWD $MRVL

$316M

679 positions

#21Chatterton & Associates Inc.Passive

Slight overlap · 3 shared positions

$GLDM $BA $MRVL

$170M

101 positions

#22Napier Financial, LLCActive

Slight overlap · 3 shared positions

$GLDM $BA $MRVL

$480M

472 positions

#23DIVERSIFY WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$GLDM $CRWD $MRVL

$6.0B

1,286 positions

#24Diversify Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$GLDM $CRWD $MRVL

$6.0B

1,286 positions

#25Skyline Advisors, Inc.Active

Slight overlap · 3 shared positions

$319M

123 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.