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Hedge Funds Similar to EQUITABLE

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

EQUITABLE TRUST CO is an institutional investor managing $2.4B across 452 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 Deane Retirement Strategies, EHRLICH FINANCIAL GROUP, Sharkey, Howes & Javer, with shared positions in $IAU, $HCA, $AXP, $MRVL, $STX, $ADI. The full ranking of 25 similar funds is below.

#1Deane Retirement Strategies, Inc.Passive
Notable overlap · 3 shared positions
$IAU$HCA$AXP
$236M
52 positions
#2EHRLICH FINANCIAL GROUPActive
Notable overlap · 4 shared positions
$IAU$AXP$MRVL$STX
$194M
119 positions
#3Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$ADI$AXP
$829M
163 positions
#4Arnhold LLCActive
Notable overlap · 3 shared positions
$IAU$EG$MRVL
$1.4B
113 positions
#5Impact Investors, IncPassive
Notable overlap · 3 shared positions
$IAU$ASML$KLAC
$137M
88 positions
#6Dynasty Wealth Management, LLCActive
Notable overlap · 5 shared positions
$IAU$ASML$KLAC$AXP$MRVL
$13.5B
367 positions
#7Cooke Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$IAU$ASML$FAST
$122M
39 positions
#8Connective Portfolio Management, LLCPassive
Notable overlap · 4 shared positions
$IAU$AXP$MRVL$BKR
$60M
39 positions
#9SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$IAU$ADI$AXP
$222M
100 positions
#10Bigelow Investment Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$AXP$MRVL
$276M
157 positions
#11GM Advisory Group, LLC
Notable overlap · 3 shared positions
$IAU$AXP$KLAC
$2.6B
374 positions
#12Regency Capital Management Inc.\DEPassive
Notable overlap · 3 shared positions
$IAU$ASML$FAST
$251M
64 positions
#13FDx Advisors, Inc.Passive
Notable overlap · 4 shared positions
$IAU$ASML$SE$STX
$332M
179 positions
#14ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$MRVL$SHOP
$753M
223 positions
#15LIFELONG WEALTH ADVISORS, INC.Smart money
Notable overlap · 3 shared positions
$IAU$MRVL$STX
$426M
99 positions
#16Midwest Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$MRVL$KLAC
$246M
210 positions
#17CPA Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$AXP$ASML
$347M
97 positions
#18Argos Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$ASML
$378M
224 positions
#19TSA Wealth Managment LLCActive
Notable overlap · 4 shared positions
$IAU$MRVL$STX$KLAC
$354M
119 positions
#20Permanens Capital L.P.Active
Some overlap · 3 shared positions
$IAU$ASML$SHOP
$972M
100 positions
#21Palisades Hudson Asset Management, L.P.Active
Some overlap · 3 shared positions
$IAU$AXP$KLAC
$286M
108 positions
#22Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ASML$SHOP$KLAC
$819M
339 positions
#23Wealth Management Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$SHOP
$425M
154 positions
#24Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$MRVL$ASML
$362M
116 positions
#25Narwhal Capital ManagementActive
Some overlap · 3 shared positions
$IAU$ADI$AXP
$1.4B
157 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.