What hedge funds are most similar to Advocacy Wealth Management, LLC?

The funds with the most similar 13F portfolios to Advocacy Wealth Management, LLC are LYELL WEALTH ,, NIXON PEABODY, Sandhill Partners, based on overlapping conviction holdings in the latest SEC filings.

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 Advocacy Wealth ,

13F Portfolio OverlapQ1 2026Advocacy Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Advocacy Wealth Management, LLC is an institutional investor managing $2.3B across 143 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 Advocacy Wealth , are LYELL WEALTH ,, NIXON PEABODY, Sandhill Partners, with shared positions in $INTU, $VRT, $UBER, $PANW, $SYK, $NOW. The full ranking of 25 similar funds is below.

#1LYELL WEALTH MANAGEMENT, LPPassive

Some overlap · 8 shared positions

$INTU $VRT $UBER $PANW $SYK $NOW

$1.4B

216 positions

#2NIXON PEABODY TRUST COActive

Some overlap · 8 shared positions

$KO $VRT $PANW $SYK $NOW $ICE

$1.3B

161 positions

#3Sandhill Capital Partners LLCActive

Some overlap · 8 shared positions

$SCHW $UBER $ANET $PANW $SYK $NOW

$1.2B

95 positions

#4NORTH STAR ASSET MANAGEMENT INCPassive

Some overlap · 8 shared positions

$INTU $SCHW $SYK $ABT $LOW $ASML

$2.3B

356 positions

#5Financial Gravity Asset Management, Inc.Passive

Some overlap · 6 shared positions

$GMM $KO $ASML $SYK $WT $RELX

$562M

973 positions

#6Chicago Capital, LLCActive

Some overlap · 7 shared positions

$INTU $VRT $UBER $SYK $NOW $ICE

$3.7B

355 positions

#7ITHAKA GROUP LLCActive

Some overlap · 7 shared positions

$INTU $VRT $UBER $ANET $PANW $NOW

$482M

38 positions

#8AXS Investments LLCActive

Some overlap · 9 shared positions

$VRT $UBER $PANW $ASML $NOW $INTU

$248M

189 positions

#9RENAISSANCE GROUP LLCPassive

Some overlap · 7 shared positions

$INTU $SCHW $UBER $ANET $NOW $LOW

$2.4B

234 positions

#10Benchmark Investment Advisors LLCPassive

Some overlap · 7 shared positions

$VRT $UBER $ANET $PANW $NOW $ASML

$172M

76 positions

#11LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 8 shared positions

$INTU $SYK $NOW $ABT $LOW $ASML

$10.0B

560 positions

#12Values Added Financial LLCPassive

Some overlap · 5 shared positions

$GMM $NOW $ASML $EW $SYK

$238M

134 positions

#13JNBA Financial AdvisorsActive

Some overlap · 5 shared positions

$GMM $IAU $NOW $WT $SCHW

$1.2B

819 positions

#14Allen Capital Group, LLCPassive

Some overlap · 5 shared positions

$GMM $SCHW $ASML $APH $WT

$1.1B

284 positions

#15Archer Investment Management, LLCPassive

Some overlap · 4 shared positions

$GMM $IAU $NOW $WT

$238M

108 positions

#16Boltwood Capital ManagementPassive

Some overlap · 6 shared positions

$GMM $LOW $KO $ABT $ICE $SCHW

$392M

184 positions

#17Trivant Custom Portfolio Group, LLCPassive

Some overlap · 6 shared positions

$GMM $UBER $SYK $ABT $LOW $ASML

$182M

82 positions

#18Heritage Family Offices, LLPPassive

Some overlap · 4 shared positions

$GMM $LOW $ICE $APH

$225M

196 positions

#19Financial & Tax Architects, LLCPassive

Some overlap · 6 shared positions

$IAU $KO $SCHW $ABT $LOW $ASML

$448M

108 positions

#20Evelyn Partners Asset Management LtdPassive

Some overlap · 7 shared positions

$IAU $INTU $ANET $SYK $ASML $ACN

$406M

308 positions

#21Vontobel Holding Ltd.Passive

Some overlap · 7 shared positions

$INTU $KO $ABT $ICE $NOW $APH

$29.1B

1,188 positions

#22PARK NATIONAL CORP /OH/Passive

Some overlap · 7 shared positions

$KO $SCHW $ANET $PANW $ICE $WT

$3.3B

381 positions

#23FLOSSBACH VON STORCH SEActive

Some overlap · 7 shared positions

$SCHW $SYK $ABT $ICE $INTU $APH

$21.4B

109 positions

#24FORBES J M & CO LLPActive

Some overlap · 6 shared positions

$IAU $KO $ANET $ABT $ICE $APH

$1.2B

150 positions

#25Cobblestone Asset Management LLCPassive

Some overlap · 3 shared positions

$GMM $IAU $PANW

$222M

73 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.