13F Pro

Hedge Funds Similar to Ciovacco

13F Portfolio OverlapQ1 2026Ciovacco portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ciovacco Capital Management LLC is an institutional investor managing $172M across 28 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 Ciovacco are Odyssey Advisors,, Advantage, Symphony Financial Services,, with shared positions in $MAR, $SHW, $SAN, $GSAT, $GEV. The full ranking of 25 similar funds is below.

#1Odyssey Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$MAR$SHW$SAN
$112M
97 positions
#2Advantage Trust CoActive
Some overlap · 4 shared positions
$MAR$SHW$SAN$GSAT
$223M
123 positions
#3Symphony Financial Services, Inc.Passive
Some overlap · 3 shared positions
$MAR$SHW$SAN
$195M
99 positions
#4Financial Freedom, LLCPassive
Some overlap · 3 shared positions
$MAR$SHW$GSAT
$201M
426 positions
#5Guardian Capital, LLCPassive
Some overlap · 3 shared positions
$MAR$SHW$GEV
$105M
81 positions
#6ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$SHW$MAR$SAN
$301M
146 positions
#7PW Nova Financial Services LLCPassive
Some overlap · 4 shared positions
$MAR$SAN$SHW$GEV
$399M
193 positions
#8Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$MAR$SAN$GSAT
$153M
344 positions
#9MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$SHW$SAN$GSAT$MAR
$508M
88 positions
#10Grantvest Financial Group LLCActive
Some overlap · 4 shared positions
$SHW$SAN$MAR$GSAT
$154M
167 positions
#11Concentrum Wealth ManagementActive
Some overlap · 3 shared positions
$SHW$MAR$GSAT
$339M
111 positions
#12CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$MAR$SAN$SHW
$149M
96 positions
#13Yarbrough Capital, LLCSmart money
Some overlap · 3 shared positions
$MAR$SHW$SAN
$2.9B
85 positions
#145th Street Advisors, LLCActive
Some overlap · 3 shared positions
$SHW$SAN$MAR
$232M
52 positions
#15BigSur Wealth Management LLCPassive
Some overlap · 3 shared positions
$MAR$SAN$GEV
$356M
163 positions
#16MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MAR$SAN$GEV
$567M
136 positions
#17FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 4 shared positions
$SHW$MAR$SAN$GSAT
$1.5B
341 positions
#18COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$SHW$MAR$GEV
$1.7B
87 positions
#19Ignite Planners, LLCPassive
Some overlap · 3 shared positions
$SAN$MAR$SHW
$648M
393 positions
#20MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$SHW$SAN$GSAT
$147M
52 positions
#21Parker Investment Management, LLCActive
Slight overlap · 3 shared positions
$SHW$MAR$GEV
$659M
40 positions
#22American Institute for Advanced Investment Management, LLPPassive
Slight overlap · 3 shared positions
$MAR$SHW$GSAT
$154M
153 positions
#23Family Office Research LLCActive
Slight overlap · 3 shared positions
$MAR$SHW$GSAT
$230M
75 positions
#24Vision Retirement, LLCPassive
Slight overlap · 3 shared positions
$MAR$SHW$SAN
$352M
649 positions
#25IAM Advisory, LLCActive
Slight overlap · 3 shared positions
$SHW$GSAT$GEV
$446M
95 positions

Compare Ciovacco’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 Ciovacco’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.