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Hedge Funds Similar to ETF Portfolio Partners

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

ETF Portfolio Partners, Inc. is an institutional investor managing $420M across 70 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 ETF Portfolio Partners are Fi3 FINANCIAL ADVISORS, Stokes Advisors, Andrews Advisory Associates, with shared positions in $ODFL, $AXP, $TXN, $DOV, $NOC, $ORLY. The full ranking of 25 similar funds is below.

#1Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ODFL$AXP$TXN$DOV
$418M
232 positions
#2Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$TXN$NOC$AXP
$467M
118 positions
#3Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$TXN$NOC$DOV
$208M
86 positions
#4Karani Asset Management LLCPassive
Some overlap · 3 shared positions
$TXN$ODFL$AXP
$139M
57 positions
#5Junk Investment Group, LLCActive
Some overlap · 4 shared positions
$TXN$DOV$NOC$AXP
$226M
97 positions
#6Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 3 shared positions
$TXN$DOV$AXP
$127M
65 positions
#7JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$NOC$AXP$ORLY
$748M
68 positions
#8Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 3 shared positions
$TXN$AXP$NOC
$1.0B
537 positions
#9MARKEL GROUP INC.Active
Some overlap · 3 shared positions
$TXN$AXP$ODFL
$13.1B
130 positions
#10Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$TXN$DOV$MPLX
$181M
29 positions
#11LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$TXN$ODFL$TEL
$17.5B
169 positions
#12WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Some overlap · 3 shared positions
$TXN$DOV$AXP
$405M
169 positions
#13Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$TXN$DOV$AXP
$1.1B
106 positions
#14Cambridge Financial Group, LLCActive
Some overlap · 3 shared positions
$AXP$DOV$TXN
$318M
155 positions
#15INVESCO, LLCActive
Some overlap · 3 shared positions
$AXP$NOC$TXN
$323M
133 positions
#16Coign Capital Advisors LLCActive
Some overlap · 3 shared positions
$AXP$NOC$ORLY
$222M
88 positions
#17WEDGE CAPITAL MANAGEMENT L L P/NCPassive
Some overlap · 4 shared positions
$TXN$TEL$ADSK$PFG
$6.1B
484 positions
#18Aspen Capital Management, LLCActive
Some overlap · 3 shared positions
$TXN$DOV$AXP
$453M
83 positions
#19Foster Group, Inc.Active
Some overlap · 3 shared positions
$AXP$DOV$PFG
$3.8B
318 positions
#20Piscataqua Savings BankPassive
Some overlap · 3 shared positions
$AXP$TXN$TEL
$148M
412 positions
#21TEALWOOD ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$TXN$AXP$TEL
$261M
121 positions
#22SUMMITRY LLCPassive
Some overlap · 3 shared positions
$ODFL$TXN$TEL
$3.0B
340 positions
#23DEFINED WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$AXP$TXN$TEL
$194M
115 positions
#24CRAWFORD INVESTMENT COUNSEL INCActive
Slight overlap · 3 shared positions
$AXP$DOV$TEL
$6.0B
306 positions
#25Emprise BankActive
Slight overlap · 3 shared positions
$TXN$NOC$TEL
$271M
109 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.