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Hedge Funds Similar to Annex Advisory Services,

13F Portfolio OverlapQ1 2026Annex Advisory Services, portfolio →
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Most similar hedge funds by 13F overlap

Annex Advisory Services, LLC is an institutional investor managing $5.9B across 356 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 Annex Advisory Services, are Lineweaver Wealth Advisors,, ALKEON, Stratos Investment ,, with shared positions in $ALPS, $MS, $NEE, $BAC, $ADI, $EXPE. The full ranking of 25 similar funds is below.

#1Lineweaver Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$ALPS$MS$NEE$BAC
$742M
168 positions
#2ALKEON CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 6 shared positions
$ADI$EXPE$UBER$ASML$MELI$VRT
$59.5B
102 positions
#3Stratos Investment Management, LLCPassive
Some overlap · 4 shared positions
$ALPS$MS$UBER$BAC
$2.5B
371 positions
#4McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$ADI$ASML$MS$MEDP$ISRG
$885M
121 positions
#5Winslow Capital Management, LLCActive
Some overlap · 7 shared positions
$ASML$SPOT$ADI$ORLY$ISRG$VRT
$25.6B
60 positions
#6NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$MS$ASML$ADI$BAC$VRT$NEE
$1.3B
161 positions
#7VISTA FINANCE, LLCActive
Some overlap · 4 shared positions
$ALPS$VCTR$MEDP$GRBK
$126M
55 positions
#8Slow Capital, Inc.Passive
Some overlap · 6 shared positions
$SPOT$ADI$MELI$UBER$ISRG$ASML
$770M
104 positions
#9Guardian Financial Partners, LLCActive
Some overlap · 3 shared positions
$ALPS$ISRG$ASML
$237M
67 positions
#10Benchstone Capital Management LPPassive
Some overlap · 4 shared positions
$ADI$ASML$SPOT$FWONA
$860M
38 positions
#11ACCOUNT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$NEE$ASML$ORLY$ADI$ISRG
$91M
23 positions
#12SOMA EQUITY PARTNERS LPActive
Some overlap · 5 shared positions
$ASML$SPOT$UBER$FWONA$MELI
$1.4B
20 positions
#13Riverbend Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ALPS$MS$BAC$UBER
$175M
152 positions
#14Left Brain Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ALPS$ORLY$UBER$VRT
$255M
79 positions
#15Islander Capital Partners, L.P.Active
Some overlap · 4 shared positions
$TKO$SPOT$UBER$FWONA
$308M
17 positions
#16JGP Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ADI$MS$NEE$TPL
$961M
223 positions
#17Limestone Investment Advisors LPActive
Some overlap · 5 shared positions
$ASML$MS$UBER$BAC$PBR
$1.2B
399 positions
#18OFI INVEST ASSET MANAGEMENTActive
Some overlap · 7 shared positions
$MS$ISRG$HOOD$ORLY$NEE$BAC
$7.6B
347 positions
#19Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$NEE$MS$ASML$BAC
$232M
44 positions
#20SOMERVILLE KURT FPassive
Some overlap · 5 shared positions
$ADI$UBER$NEE$ORLY$ASML
$379M
91 positions
#21Boston Common Asset Management, LLCActive
Some overlap · 5 shared positions
$MS$SPOT$VRT$ADI$BAC
$1.6B
186 positions
#22Munro PartnersActive
Some overlap · 4 shared positions
$TKO$NEE$FWONA$VRT
$3.0B
59 positions
#23Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$ASML$NEE$MS$ORLY$BAC
$1.4B
170 positions
#24LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 5 shared positions
$ASML$MS$UBER$VRT$ISRG
$1.4B
216 positions
#25Tamar Securities, LLCActive
Some overlap · 5 shared positions
$ASML$SPOT$FCX$MELI$BAC
$934M
91 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.