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Hedge Funds Similar to Avidian Wealth Solutions

13F Portfolio OverlapQ3 2026Avidian Wealth Solutions portfolio →
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Most similar hedge funds by 13F overlap

Avidian Wealth Solutions, LLC is an institutional investor managing $3.6B across 753 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 Avidian Wealth Solutions are Linscomb Wealth, Hosking Partners LLP, Insight Inv, with shared positions in $CMI, $C, $WSM, $QCOM, $KMI, $AMGN. The full ranking of 25 similar funds is below.

#1Linscomb Wealth, Inc.Passive
Some overlap · 6 shared positions
$CMI$C$WSM$QCOM$KMI$AMGN
$2.3B
311 positions
#2Hosking Partners LLPActive
Slight overlap · 4 shared positions
$NE$C$MS$STX
$2.8B
102 positions
#3Insight Inv LLCPassive
Slight overlap · 5 shared positions
$C$WSM$QCOM$MS$AMGN
$210M
108 positions
#4JMAC ENTERPRISES LLCActive
Slight overlap · 5 shared positions
$C$QCOM$MS$KMI$AMGN
$593M
122 positions
#5BANK OF STOCKTONActive
Slight overlap · 4 shared positions
$CMI$WSM$QCOM$MS
$333M
124 positions
#6Cascade Investment Advisors, Inc.Passive
Slight overlap · 4 shared positions
$CMI$WSM$QCOM$KMI
$183M
113 positions
#7Busey Wealth ManagementActive
Slight overlap · 4 shared positions
$CMI$C$QCOM$AMGN
$4.2B
387 positions
#8Hobbs Group Advisors, LLCActive
Slight overlap · 4 shared positions
$CMI$C$MS$KMI
$380M
164 positions
#9Great Diamond Partners, LLCPassive
Slight overlap · 4 shared positions
$CMI$WSM$MS$AMGN
$596M
238 positions
#10Catherine Avery Investment Management LLCPassive
Slight overlap · 4 shared positions
$CMI$C$STX$AMGN
$116M
172 positions
#11ROMANO BROTHERS AND COMPANYPassive
Slight overlap · 4 shared positions
$CMI$C$STX$AMGN
$985M
331 positions
#12Financiere des Professionnels - Fonds d,investissement inc.Passive
Slight overlap · 4 shared positions
$CMI$C$MS$STX
$1.8B
344 positions
#13Occidental Asset Management, LLCPassive
Slight overlap · 4 shared positions
$CMI$QCOM$MS$AMGN
$1.0B
328 positions
#14BAILARD, INC.Passive
Slight overlap · 4 shared positions
$CMI$QCOM$MS$AMGN
$4.9B
746 positions
#15McGuire Investment Group, LLCActive
Slight overlap · 4 shared positions
$CMI$QCOM$MS$AMGN
$1.1B
132 positions
#16Columbus Macro, LLCPassive
Slight overlap · 4 shared positions
$CMI$QCOM$KMI$AMGN
$1.0B
208 positions
#17XML Financial, LLCPassive
Slight overlap · 4 shared positions
$CMI$QCOM$KMI$AMGN
$1.4B
447 positions
#18Bell & Brown Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$C$WSM$QCOM$AMGN
$320M
72 positions
#19JM2 Capital Inc.Passive
Slight overlap · 4 shared positions
$C$QCOM$MS$STX
$151M
121 positions
#20ALBION FINANCIAL GROUP /UTPassive
Slight overlap · 4 shared positions
$C$QCOM$MS$AMGN
$1.8B
792 positions
#21New Age Alpha Advisors, LLCPassive
Slight overlap · 4 shared positions
$C$QCOM$MS$AMGN
$2.4B
927 positions
#22Sherman Asset Management, Inc.Active
Slight overlap · 4 shared positions
$C$QCOM$MS$AMGN
$129M
136 positions
#23Spartan Planning & Wealth ManagementActive
Slight overlap · 4 shared positions
$C$QCOM$MS$AMGN
$153M
74 positions
#24Telos Capital Management, Inc.Passive
Slight overlap · 4 shared positions
$WSM$QCOM$MS$AMGN
$1.1B
201 positions
#25Palacios Wealth Management, LLCSmart money
Slight overlap · 4 shared positions
$C$QCOM$MS$AMGN
$169M
76 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.