How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Aviance Partners

13F Portfolio OverlapQ2 2026Aviance Partners portfolio →

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Most similar hedge funds by 13F overlap

Aviance Capital Partners, LLC is an institutional investor managing $963M across 388 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Aviance Partners are GREATMARK INVESTMENT PARTNERS, GW HENSSLER & ASSOCIATES LTD, Boomfish Wealth Group, with shared positions in $AMGN, $TRV, $SCHW, $LOW, $ASO, $AXP. The full ranking of 25 similar funds is below.

#1GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 6 shared positions

$AMGN $TRV $SCHW $LOW $ASO $AXP

$906M

153 positions

#2GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 5 shared positions

$TRV $ANET $AMGN $SCHW $TMO

$2.2B

268 positions

#3Boomfish Wealth Group, LLCPassive

Some overlap · 6 shared positions

$ANET $AMGN $LMT $TMO $LOW $KLAC

$220M

95 positions

#4Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $LIN $LMT $LOW $KLAC $AXP

$297M

103 positions

#5OAK ASSOCIATES LTD /OH/Active

Some overlap · 6 shared positions

$AMGN $SCHW $LMT $LOW $CI $KLAC

$1.8B

139 positions

#6Talbot Financial, LLCActive

Some overlap · 5 shared positions

$AMGN $TRV $SCHW $BLK $TMO

$1.4B

71 positions

#7CAPITAL CITY TRUST CO/FLPassive

Some overlap · 5 shared positions

$TRV $ANET $BLK $LMT $TMO

$482M

129 positions

#8CONNING INC.Passive

Some overlap · 5 shared positions

$AMGN $TRV $LMT $BLK $CI

$3.3B

327 positions

#9Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$AMGN $SCHW $LMT $LOW $KLAC $AXP

$762M

267 positions

#10BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ANET $LIN $SCHW $BLK $TMO

$499M

73 positions

#11WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 6 shared positions

$LIN $LMT $BLK $TMO $BA $AMGN

$1.3B

73 positions

#12Avalon Trust CoActive

Some overlap · 6 shared positions

$LIN $ANET $TMO $LOW $PGR $KLAC

$1.6B

462 positions

#13Exeter Financial, LLCPassive

Some overlap · 4 shared positions

$AMGN $TRV $LIN $LMT

$261M

101 positions

#14LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 5 shared positions

$AMGN $LIN $SCHW $BLK $BA

$152M

84 positions

#15Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$LIN $ANET $BLK $LOW $KLAC $AXP

$686M

532 positions

#16Dynamic Wealth Strategies, LLCActive

Some overlap · 6 shared positions

$TRV $LMT $TMO $SCHW $KLAC $ANET

$188M

291 positions

#17Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$AMGN $LIN $LMT $TMO $AXP

$358M

74 positions

#18Sawyer & Company, IncPassive

Some overlap · 4 shared positions

$AMGN $TRV $ANET $AXP

$298M

202 positions

#19ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive

Some overlap · 5 shared positions

$AMGN $TRV $BA $KLAC $AXP

$177M

158 positions

#20Mendel Capital Management LLCActive

Some overlap · 5 shared positions

$AMGN $LMT $BLK $PGR $AXP

$222M

99 positions

#21RENAISSANCE GROUP LLCPassive

Some overlap · 5 shared positions

$AMGN $ANET $SCHW $KLAC $AXP

$2.5B

234 positions

#22Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 4 shared positions

$AMGN $TRV $LIN $BA

$1.0B

765 positions

#23MARKEL GROUP INC.Active

Some overlap · 6 shared positions

$SCHW $BLK $LIN $LOW $PGR $AXP

$13.1B

130 positions

#24Lafayette Investments, Inc.Active

Some overlap · 6 shared positions

$SCHW $LMT $LOW $PGR $ANET $KLAC

$542M

162 positions

#25SYNTAX RESEARCH, INC.Active

Some overlap · 5 shared positions

$ANET $LMT $BLK $TMO $BA

$137M

179 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.