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Hedge Funds Similar to Financial Enhancement Group

13F Portfolio OverlapQ3 2026Financial Enhancement Group portfolio →
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Most similar hedge funds by 13F overlap

Financial Enhancement Group LLC is an institutional investor managing $871M across 139 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Financial Enhancement Group are StrongBox Wealth, McCollum Christoferson Group, Ayrshire, with shared positions in $STT, $LIN, $NEE, $BX, $DHR, $ICE. The full ranking of 25 similar funds is below.

#1StrongBox Wealth, LLCPassive
Notable overlap · 4 shared positions
$STT$LIN$NEE$BX
$351M
267 positions
#2McCollum Christoferson Group LLCPassive
Some overlap · 3 shared positions
$LIN$NEE$DHR
$343M
88 positions
#3Ayrshire Capital Management LLCPassive
Some overlap · 4 shared positions
$LIN$ICE$DHR$BX
$219M
50 positions
#4ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$STT$GLDM$IBIT$BX
$709M
91 positions
#5Polaris Capital Management, LLCActive
Some overlap · 3 shared positions
$LIN$NEE$BKNG
$953M
86 positions
#6Aureus Asset Management, LLCPassive
Some overlap · 3 shared positions
$LIN$NEE$BX
$1.6B
239 positions
#7Shelter Mutual Insurance CoActive
Some overlap · 3 shared positions
$LIN$NEE$BKNG
$473M
58 positions
#8Graetz Wealth LLCActive
Some overlap · 3 shared positions
$STT$GLDM$IBIT
$125M
84 positions
#9Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$STT$GLDM$IBIT
$193M
68 positions
#10Destiny Capital Corp/COSmart money
Some overlap · 3 shared positions
$STT$GLDM$IBIT
$215M
58 positions
#11Tandem Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$ICE$NEE$QLYS$BRO
$1.5B
68 positions
#12Payne Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$GLDM$BX
$375M
88 positions
#13Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$KR$IBIT
$254M
128 positions
#14Strategic Wealth Investment Group, LLCPassive
Some overlap · 4 shared positions
$LIN$NEE$BX$DHR
$825M
104 positions
#15Cedar Point Capital Partners, LLCActive
Some overlap · 3 shared positions
$STT$GLDM$NEE
$174M
77 positions
#16Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$STT$GLDM$IBIT$SO
$166M
570 positions
#17Phraction Management LLCActive
Some overlap · 5 shared positions
$LIN$ICE$DHR$IBIT$PHYS
$545M
67 positions
#18Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$STT$GLDM$LIN
$1.8B
529 positions
#19FLOSSBACH VON STORCH SEActive
Some overlap · 3 shared positions
$ICE$LIN$DHR
$22.1B
106 positions
#20Compass Ion Advisors, LLCActive
Some overlap · 5 shared positions
$GLDM$IBIT$BX$NEE$MSTR
$1.2B
306 positions
#21DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$ICE$LIN$DHR
$275M
99 positions
#22Vancity Investment Management LtdPassive
Some overlap · 4 shared positions
$ICE$LIN$DHR$BRO
$666M
92 positions
#23FARMERS TRUST CO
Some overlap · 4 shared positions
$STT$NEE$KR$SO
$637M
203 positions
#24Fjell Capital, LLCPassive
Some overlap · 5 shared positions
$NEE$ICE$BX$DHR$SO
$178M
84 positions
#25WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$ICE$NEE$DHR
$2.1B
131 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.