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Hedge Funds Similar to Avidian Wealth Solutions,

13F Portfolio OverlapQ1 2026Avidian Wealth Solutions, portfolio →
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Most similar hedge funds by 13F overlap

Avidian Wealth Solutions, LLC is an institutional investor managing $3.2B across 676 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Avidian Wealth Solutions, are Savant ,, Ballast Rock Private Wealth, Per Stirling ,, with shared positions in $SOLV, $WT, $SNOW, $DDOG, $MKL, $NKE. The full ranking of 25 similar funds is below.

#1Savant Capital, LLCActive
Some overlap · 6 shared positions
$SOLV$WT$SNOW$DDOG$MKL$NKE
$20.7B
1,500 positions
#2Ballast Rock Private Wealth LLCPassive
Some overlap · 5 shared positions
$SOLV$WT$SNOW$DDOG$LRCX
$181M
177 positions
#3Per Stirling Capital Management, LLC.Passive
Some overlap · 6 shared positions
$SOLV$WT$AGQ$SNOW$MS$NKE
$905M
310 positions
#4Goldstone Financial Group, LLCPassive
Some overlap · 6 shared positions
$SOLV$WT$AGQ$MS$MAR$MKL
$922M
228 positions
#5MBA Advisors LLCPassive
Some overlap · 5 shared positions
$SOLV$WT$SNOW$AGQ$MKL
$260M
146 positions
#6Breakwater Capital GroupPassive
Some overlap · 6 shared positions
$SOLV$WT$SNOW$MS$AGQ$NKE
$747M
373 positions
#7Prism Advisors, Inc.Active
Some overlap · 5 shared positions
$SOLV$WT$AGQ$MS$NKE
$375M
75 positions
#8One Capital Management, LLCPassive
Some overlap · 4 shared positions
$WT$DDOG$SOLV$SNOW
$3.6B
524 positions
#9Archer Investment Management, LLCPassive
Some overlap · 7 shared positions
$WT$DDOG$SOLV$MAR$MS$MKL
$238M
108 positions
#10Centennial Bank/AR/Passive
Some overlap · 6 shared positions
$WT$SOLV$SNOW$AGQ$LRCX$MKL
$279M
323 positions
#11Peck Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SOLV$WT$SNOW
$100M
122 positions
#12Sanchez Wealth Management GroupActive
Some overlap · 5 shared positions
$SOLV$WT$AGQ$MS$LRCX
$462M
53 positions
#13Collaborative Wealth Managment Inc.Passive
Some overlap · 4 shared positions
$SOLV$WT$MAR$MS
$218M
162 positions
#14Financial Futures Ltd Liability Co.Active
Some overlap · 4 shared positions
$SOLV$DDOG$SNOW$NKE
$228M
72 positions
#15Spectrum Wealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$SOLV$WT$AGQ$MAR
$269M
58 positions
#16Kestra Investment Management, LLCActive
Some overlap · 5 shared positions
$WT$DDOG$SNOW$MKL$NKE
$5.8B
439 positions
#17KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$SOLV$WT$MS
$743M
262 positions
#18RVW Wealth, LLCActive
Some overlap · 3 shared positions
$SOLV$WT$MS
$1.3B
176 positions
#19Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$WT$DDOG$SNOW$MS
$1.2B
262 positions
#20Andina Capital Management, LLCPassive
Some overlap · 3 shared positions
$SOLV$WT$LRCX
$113M
119 positions
#21SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 4 shared positions
$SOLV$SNOW$AGQ$DDOG
$119M
61 positions
#22Passive Capital Management, LLC.Active
Some overlap · 6 shared positions
$DDOG$SNOW$WT$MAR$MKL$NKE
$335M
104 positions
#23Eaton Financial Holdings Company, LLCPassive
Some overlap · 4 shared positions
$WT$DDOG$SNOW$NKE
$305M
125 positions
#24D'Orazio & Associates, Inc.Active
Some overlap · 4 shared positions
$SOLV$SNOW$MAR$MS
$772M
299 positions
#25Smart Money Group LLCSmart money
Some overlap · 3 shared positions
$WT$NE$SNOW
$344M
84 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.