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 Avestar ,

13F Portfolio OverlapQ1 2026Avestar , portfolio →

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Most similar hedge funds by 13F overlap

Avestar Capital, LLC is an institutional investor managing $1.6B across 509 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 Avestar , are CASTLE WEALTH, Elwood & Goetz Wealth Advisory Group,, Bison Wealth,, with shared positions in $RELX, $WT, $IAUM, $MAR, $IAU, $NOW. The full ranking of 25 similar funds is below.

#1CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$RELX $WT $IAUM $MAR

$309M

132 positions

#2Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 5 shared positions

$RELX $WT $IAU $MAR $NOW

$589M

138 positions

#3Bison Wealth, LLCPassive

Some overlap · 4 shared positions

$RELX $WT $SGOL $MAR

$1.0B

457 positions

#4Philadelphia Investment Partners, LLCPassive

Some overlap · 6 shared positions

$RELX $IAU $WT $PLTR $PM $MAR

$147M

189 positions

#5RHS Financial, LLCPassive

Some overlap · 3 shared positions

$RELX $WT $NOW

$211M

146 positions

#6Alpha Zero LLCActive

Some overlap · 5 shared positions

$WT $RELX $IAU $OKE $IBIT

$198M

79 positions

#7ATX Financial Planning, LLCPassive

Some overlap · 5 shared positions

$RELX $WT $IAU $IBIT $MAR

$132M

81 positions

#8Comprehensive Money Management Services LLCPassive

Some overlap · 3 shared positions

$RELX $WT $IAU

$152M

193 positions

#9WT Wealth ManagementPassive

Some overlap · 3 shared positions

$RELX $WT $SGOL

$336M

138 positions

#10Bay Capital Advisors, LLCActive

Some overlap · 3 shared positions

$RELX $WT $SGOL

$162M

107 positions

#11New Vernon Capital Holdings II LLCActive

Some overlap · 4 shared positions

$RELX $WT $IBIT $MAR

$136M

77 positions

#12AlTi Global, Inc.Active

Some overlap · 5 shared positions

$IAUM $IAU $NOW $WT $IBIT

$4.6B

437 positions

#13M Wealth Management, LLCActive

Some overlap · 5 shared positions

$WT $IAUM $OKE $IBIT $PLTR

$119M

55 positions

#14MAIMON WEALTH MANAGEMENT LTD.Passive

Some overlap · 4 shared positions

$RELX $IAU $PM $MAR

$114M

77 positions

#15Archer Investment Management, LLCPassive

Some overlap · 6 shared positions

$WT $IAU $NOW $IBIT $MAR $IAUM

$238M

108 positions

#16SFM, LLCActive

Some overlap · 5 shared positions

$WT $IAUM $NOW $IAU $MAR

$165M

63 positions

#17Legacy Wealth Managment, LLC/IDPassive

Some overlap · 3 shared positions

$RELX $WT $IBIT

$201M

1,043 positions

#18Sherry Group, Inc.Active

Some overlap · 3 shared positions

$RELX $WT $MAR

$92M

41 positions

#19Arta Finance Wealth Management LLCPassive

Some overlap · 4 shared positions

$WT $IAU $SGOL $PLTR

$202M

95 positions

#20Stonebridge Financial Group, LLCPassive

Some overlap · 4 shared positions

$WT $IAU $SGOL $OKE

$1.2B

262 positions

#21Evelyn Partners Asset Management LtdPassive

Some overlap · 4 shared positions

$RELX $IAU $SGOL $ANET

$406M

308 positions

#22Wingate Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $NOW $PM $MAR

$187M

121 positions

#23Beckerman Institutional, LLCPassive

Some overlap · 5 shared positions

$WT $IAU $PM $OKE $MAR

$188M

121 positions

#24MJT & Associates Financial Advisory Group, Inc.Active

Some overlap · 3 shared positions

$RELX $WT $OKE

$136M

442 positions

#25Strategic Financial Concepts, LLCPassive

Some overlap · 4 shared positions

$WT $IAU $RELX $OKE

$405M

298 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.