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Hedge Funds Similar to Financial Engines Advisors L.L.C.

13F Portfolio OverlapQ2 2026Financial Engines Advisors L.L.C. portfolio →
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Most similar hedge funds by 13F overlap

Financial Engines Advisors L.L.C. is an institutional investor managing $56.3B across 552 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 Financial Engines Advisors L.L.C. are Friday Financial, ELEMENT POINTE ADVISORS, May Barnhard Investments, with shared positions in $STT, $IBIT, $MDY, $PLTR, $BNY, $ODFL. The full ranking of 25 similar funds is below.

#1Friday FinancialActive
Substantial overlap · 4 shared positions
$STT$IBIT$MDY$PLTR
$373M
108 positions
#2ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 4 shared positions
$STT$IBIT$BNY$MDY
$621M
90 positions
#3May Barnhard Investments LLCActive
Notable overlap · 4 shared positions
$STT$ODFL$BNY$MDY
$247M
88 positions
#4Graetz Wealth LLCActive
Notable overlap · 4 shared positions
$STT$IBIT$PLTR$TT
$125M
84 positions
#5American National Bank of TexasActive
Notable overlap · 3 shared positions
$STT$MDY$TT
$110M
56 positions
#6Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$STT$IBIT$TT
$180M
73 positions
#7Pitcairn Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$STT$MUFG$MDY
$913M
281 positions
#8FLOW TRADERS U.S. LLCPassive
Notable overlap · 3 shared positions
$STT$MDY$PLTR
$2.4B
979 positions
#9Convergence Financial, LLCPassive
Notable overlap · 3 shared positions
$STT$IBIT$PLTR
$1.3B
272 positions
#10Atlas Private Wealth AdvisorsActive
Notable overlap · 4 shared positions
$STT$PLTR$TT$IBIT
$457M
139 positions
#11IAG Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$STT$BA$MDY
$1.0B
508 positions
#12SACKS & ASSOCIATES, LLCPassive
Notable overlap · 3 shared positions
$STT$IBIT$KMI
$148M
80 positions
#13Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$STT$BA$TT
$214M
72 positions
#14MATAURO, LLCActive
Some overlap · 3 shared positions
$STT$IBIT$PLTR
$756M
158 positions
#15Foguth Wealth Management, LLC.Passive
Some overlap · 3 shared positions
$STT$PLTR$AXON
$879M
213 positions
#16Horizons Wealth Management
Some overlap · 3 shared positions
$STT$MDY$IBIT
$152M
170 positions
#17AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Some overlap · 3 shared positions
$STT$BNY$MUFG
$221M
102 positions
#18Apeiron RIA LLCActive
Some overlap · 3 shared positions
$IBIT$BNY$MDY
$390M
162 positions
#19Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$BNY$IBIT
$254M
128 positions
#20Paladin Advisory Group, LLCPassive
Some overlap · 3 shared positions
$STT$MDY$TT
$151M
243 positions
#21Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$BA$PLTR
$251M
74 positions
#22J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$STT$BNY$TPL
$103M
102 positions
#23CAP Partners, LLCPassive
Some overlap · 3 shared positions
$STT$IBIT$PLTR
$204M
155 positions
#24Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$STT$IBIT$MDY
$309M
142 positions
#25Brevan Howard Capital Management LPPassive
Some overlap · 3 shared positions
$IBIT$BA$PLTR
$13.5B
2,030 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.