13F Pro

Hedge Funds Similar to Angeles Investment Advisors,

13F Portfolio OverlapQ1 2026Angeles Investment Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Angeles Investment Advisors, LLC is an institutional investor managing $1.5B across 31 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 Angeles Investment Advisors, are VANGUARD ADVISERS, Family CFO, McClarren Financial Advisors,, with shared positions in $BRZE, $AFRM, $NTRB, $VLTO, $KNF, $ECG. The full ranking of 14 similar funds is below.

#1VANGUARD ADVISERS INCSmart money
Notable overlap · 3 shared positions
$BRZE$AFRM$NTRB
$25.5B
668 positions
#2Family CFO IncActive
Notable overlap · 3 shared positions
$BRZE$VLTO$AFRM
$223M
41 positions
#3McClarren Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$BRZE$AFRM$NTRB
$169M
79 positions
#4DiPaolo Financial Group, Inc.Active
Some overlap · 3 shared positions
$VLTO$BRZE$NTRB
$137M
45 positions
#5ENTRUST FINANCIAL LLCActive
Some overlap · 3 shared positions
$VLTO$BRZE$NTRB
$143M
433 positions
#6Summit Wealth Group, LLCActive
Some overlap · 3 shared positions
$BRZE$AFRM$VLTO
$436M
126 positions
#7Westfuller Advisors, LLCPassive
Some overlap · 3 shared positions
$BRZE$AFRM$VLTO
$232M
756 positions
#8FC Advisory LLCActive
Slight overlap · 4 shared positions
$VLTO$BRZE$AFRM$NTRB
$342M
115 positions
#9Hudson Value Partners, LLCPassive
Slight overlap · 3 shared positions
$KNF$ECG$MDU
$335M
101 positions
#10CLARK FINANCIAL SERVICES GROUP INC /BDPassive
Slight overlap · 3 shared positions
$KNF$ECG$MDU
$185M
111 positions
#11Strategic Financial Partners, Ltd.Active
Slight overlap · 3 shared positions
$VLTO$BRZE$NTRB
$232M
81 positions
#12Facet Wealth, Inc.Active
Slight overlap · 3 shared positions
$AFRM$NTRB$BRZE
$5.8B
349 positions
#13MilWealth Group LLCSmart money
Slight overlap · 3 shared positions
$AFRM$BRZE$VLTO
$420M
81 positions
#14Wealth Group LtdSmart money
Slight overlap · 3 shared positions
$BRZE$AFRM$NTRB
$439M
94 positions

Compare Angeles Investment Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Angeles Investment Advisors,’s holdings

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.