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 Avant

13F Portfolio OverlapQ1 2026Avant portfolio →

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Most similar hedge funds by 13F overlap

Avant Capital LLC is an institutional investor managing $142M across 76 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 Avant are IAM Advisory,, Global View, Reyes Financial Architecture,, with shared positions in $WT, $AGQ, $PLTR, $ALPS, $HUM, $NTRB. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive

Substantial overlap · 3 shared positions

$WT $AGQ $PLTR

$446M

95 positions

#2Global View Capital Management LLCActive

Substantial overlap · 3 shared positions

$WT $AGQ $PLTR

$377M

140 positions

#3Reyes Financial Architecture, Inc.Passive

Substantial overlap · 4 shared positions

$WT $AGQ $ALPS $HUM

$122M

348 positions

#4Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 3 shared positions

$WT $ALPS $AGQ

$132M

80 positions

#5AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Substantial overlap · 3 shared positions

$WT $NTRB $UNIT

$206M

97 positions

#6Wealthcare Capital Partners, LLCActive

Substantial overlap · 4 shared positions

$WT $HUM $ALPS $AGQ

$213M

153 positions

#7Trust Point Inc.Active

Notable overlap · 3 shared positions

$WT $HUM $UNIT

$1.2B

521 positions

#8PMG Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $HUM $AGQ

$139M

59 positions

#9Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $MS

$3.2B

481 positions

#10Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $PLTR

$219M

145 positions

#11Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $UNIT

$491M

147 positions

#12tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $HUM

$202M

102 positions

#13BIP Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $UNIT

$2.5B

453 positions

#14Fiduciary Planning LLCActive

Notable overlap · 3 shared positions

$WT $ALPS $PLTR

$331M

76 positions

#15Envision Financial LLCActive

Notable overlap · 3 shared positions

$WT $UNIT $ALPS

$186M

46 positions

#16Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $AGQ $PLTR

$126M

67 positions

#17TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $MS

$163M

795 positions

#18RESOLUTE CAPITAL, LLCActive

Notable overlap · 3 shared positions

$WT $SHEL $HUM

$247M

57 positions

#19ACT Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $MS $PLTR

$235M

78 positions

#20Bonfire FinancialActive

Notable overlap · 4 shared positions

$WT $MS $UNIT $PLTR

$133M

57 positions

#21RVW Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $MS $HUM

$1.3B

176 positions

#22Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$WT $PLTR $MS

$143M

395 positions

#23Team Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $PLTR $HUM $DE

$220M

273 positions

#24Serenus Wealth Advisors, LLCSmart money

Notable overlap · 4 shared positions

$WT $NTRB $HUM $UNIT

$501M

68 positions

#25Compass Financial Services IncActive

Notable overlap · 4 shared positions

$WT $HUM $MS $DE

$231M

56 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.