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Hedge Funds Similar to Aviance Partners,

13F Portfolio OverlapQ1 2026Aviance Partners, portfolio →
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Most similar hedge funds by 13F overlap

Aviance Capital Partners, LLC is an institutional investor managing $854M across 368 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 Aviance Partners, are Ark Wealth Advisors, Cetera Company, N.A, Vertrix Wealth ,, with shared positions in $LRCX, $LMT, $LIN, $SCHW, $LOW, $AXP. The full ranking of 25 similar funds is below.

#1Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$LRCX$LMT$LIN$SCHW$LOW$AXP
$101M
80 positions
#2Cetera Trust Company, N.APassive
Some overlap · 6 shared positions
$LRCX$AMGN$SCHW$TMO$HCA$UNH
$177M
351 positions
#3Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$LMT$LIN$LOW$TMO$AXP
$272M
95 positions
#4GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 6 shared positions
$AMGN$TRV$SCHW$LOW$ASO$AXP
$854M
145 positions
#5OAK ASSOCIATES LTD /OH/Active
Some overlap · 6 shared positions
$AMGN$LMT$SCHW$LOW$CI$LRCX
$1.5B
140 positions
#6Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$AMGN$LMT$LIN$LOW$TMO
$353M
78 positions
#7RENAISSANCE GROUP LLCPassive
Some overlap · 5 shared positions
$LRCX$AMGN$SCHW$ANET$LOW
$2.4B
234 positions
#8McLaughlin Asset Management, Inc.Passive
Some overlap · 5 shared positions
$LRCX$LIN$ANET$TMO$AXP
$105M
91 positions
#9Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 5 shared positions
$AMGN$LMT$SCHW$LOW$CI
$105M
62 positions
#10McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$LRCX$SCHW$TMO$LMT$AMGN
$885M
121 positions
#11Cypress Capital, LLCActive
Some overlap · 5 shared positions
$LRCX$LMT$AMGN$SCHW$LOW
$351M
95 positions
#12Commonwealth Retirement Investments LLCPassive
Some overlap · 4 shared positions
$LRCX$AMGN$LMT$UNH
$323M
122 positions
#13GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$TRV$SCHW$AMGN$ANET$TMO
$2.1B
232 positions
#14Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$AMGN$TRV$LMT$LIN
$245M
98 positions
#15Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$AMGN$TRV$LIN$BA$PFE
$974M
782 positions
#16Bay Rivers GroupPassive
Some overlap · 4 shared positions
$LRCX$AMGN$SCHW$BA
$240M
109 positions
#17TOWER BRIDGE ADVISORSPassive
Some overlap · 4 shared positions
$LRCX$SCHW$LOW$TMO
$1.0B
221 positions
#18Sitrin Capital Management LLCPassive
Some overlap · 3 shared positions
$LRCX$AMGN$LMT
$200M
39 positions
#19Foster Victor Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$LRCX$AMGN$LMT$PFE
$1.7B
243 positions
#20Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$LMT$AMGN$SCHW$LOW$AXP
$694M
263 positions
#21Coastwise Capital Group, LLCPassive
Some overlap · 5 shared positions
$LRCX$LMT$AMGN$BA$PFE
$180M
128 positions
#22BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$AMGN$LIN$LOW$TMO$UNH
$7.8B
1,278 positions
#23Argo Wealth Advisory, LLCActive
Some overlap · 5 shared positions
$AMGN$LMT$LOW$PFE$UNH
$170M
48 positions
#24Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$AMGN$LMT$LOW$PFE$AXP
$200M
53 positions
#25CENTRAL BANK & TRUST COActive
Some overlap · 4 shared positions
$LRCX$AMGN$SCHW$PGR
$636M
180 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.