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Hedge Funds Similar to Avestar

13F Portfolio OverlapQ2 2026Avestar portfolio →
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Most similar hedge funds by 13F overlap

Avestar Capital, LLC is an institutional investor managing $1.8B across 544 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 Avestar are RiverGlades Family Offices, Elevate Advisors, Teamwork Financial Advisors, with shared positions in $PM, $IAUM, $NOW, $IAU, $KLAC, $ANET. The full ranking of 25 similar funds is below.

#1RiverGlades Family Offices LLCActive
Some overlap · 5 shared positions
$PM$IAUM$NOW$IAU$KLAC
$218M
108 positions
#2Elevate Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$NOW$ANET$PM$SGOL$MCD
$182M
77 positions
#3Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$PM$NOW$ANET$KLAC
$1.1B
215 positions
#4Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$PM$NOW$ANET$KLAC
$234M
81 positions
#5Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PM$NOW$ANET$KLAC
$284M
73 positions
#6SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 4 shared positions
$IAUM$IAU$ANET$KLAC
$2.1B
218 positions
#7Alaethes Wealth, LLCPassive
Slight overlap · 4 shared positions
$PM$IAU$ANET$KLAC
$345M
111 positions
#8Independent Solutions Wealth Management, LLCActive
Slight overlap · 4 shared positions
$PM$IAU$ANET$MCD
$766M
194 positions
#9Crew Capital Management, Ltd.Passive
Slight overlap · 4 shared positions
$PM$NOW$ANET$KLAC
$183M
112 positions
#10United Community BankPassive
Slight overlap · 3 shared positions
$IAUM$PM$IAU
$323M
534 positions
#11Skyline Advisors, Inc.Active
Slight overlap · 4 shared positions
$PM$IAU$SGOL$KLAC
$319M
123 positions
#12China Universal Asset Management Co., Ltd.Passive
Slight overlap · 4 shared positions
$IAUM$IAU$SGOL$KLAC
$1.7B
513 positions
#13Blueprint Investment Partners LLCActive
Slight overlap · 5 shared positions
$IAU$ANET$CLS$PM$SGOL
$1.2B
159 positions
#14Ascent Group, LLCPassive
Slight overlap · 4 shared positions
$PM$ANET$IAU$KLAC
$3.3B
808 positions
#15Evelyn Partners Asset Management Ltd
Slight overlap · 4 shared positions
$IAU$ANET$SGOL$MCD
$406M
308 positions
#16Upper Left Wealth Management, LLCActive
Slight overlap · 3 shared positions
$IAUM$IAU$SGOL
$180M
73 positions
#17Ronald Blue Trust, Inc.Active
Slight overlap · 3 shared positions
$IAUM$IAU$SGOL
$9.5B
2,447 positions
#18FIDUCIARY FINANCIAL GROUP, LLCPassive
Slight overlap · 4 shared positions
$IAU$ANET$SGOL$MCD
$882M
373 positions
#19BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$PM$ANET$KLAC$MCD
$1.7B
401 positions
#20Knollwood Investment Advisory, LLCPassive
Slight overlap · 4 shared positions
$NOW$ANET$IAU$KLAC
$1.1B
270 positions
#21Beckerman Institutional, LLCActive
Slight overlap · 3 shared positions
$PM$IAU$IAUM
$210M
124 positions
#22White Lighthouse Investment Management Inc.Active
Slight overlap · 3 shared positions
$PM$IAU$SGOL
$802M
151 positions
#23Plan Group Financial, LLCPassive
Slight overlap · 3 shared positions
$PM$IAU$SGOL
$486M
249 positions
#24J. M. Brown & Associates Inc.Passive
Slight overlap · 3 shared positions
$IAUM$PM$KLAC
$175M
167 positions
#25Narwhal Capital ManagementActive
Slight overlap · 3 shared positions
$PM$NOW$IAU
$1.4B
157 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.