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Hedge Funds Similar to Avondale Wealth

13F Portfolio OverlapQ3 2026Avondale Wealth portfolio →
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Most similar hedge funds by 13F overlap

Avondale Wealth Management is an institutional investor managing $227M across 61 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Avondale Wealth are Citizens Business Bank, Bulltick Wealth, Gallagher Advisors, with shared positions in $PLTR, $SCHW, $DELL, $TOST, $BROS, $BX. The full ranking of 25 similar funds is below.

#1Citizens Business BankActive
Some overlap · 5 shared positions
$PLTR$SCHW$DELL$TOST$BROS
$664M
139 positions
#2Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BX$PLTR$DELL$IBIT
$490M
134 positions
#3Gallagher Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$BX$PLTR$DELL
$187M
72 positions
#4Archon Partners LLCActive
Some overlap · 3 shared positions
$BX$PLTR$UAL
$968M
37 positions
#5Intrepid Financial Planning Group LLCPassive
Some overlap · 4 shared positions
$PLTR$BX$DELL$SCHW
$294M
135 positions
#6Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$BX$PLTR$SCHW$IBIT
$405M
118 positions
#7ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$PLTR$BX$TOST$FDX
$169M
64 positions
#81776 Wealth LLCActive
Some overlap · 3 shared positions
$BX$PLTR$EPD
$284M
152 positions
#9Menard Financial Group LLCActive
Some overlap · 3 shared positions
$PLTR$SCHW$DELL
$184M
80 positions
#10HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$PLTR$SCHW$DELL
$217M
352 positions
#11MN Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$BX$PLTR$DELL
$247M
140 positions
#12Verde Capital ManagementActive
Some overlap · 4 shared positions
$PLTR$AZO$IBIT$BTC
$541M
80 positions
#13TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$PLTR$BX$DELL$SCHW
$686M
151 positions
#14JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$BX$SCHW$FDX
$612M
81 positions
#15Foundation Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$PLTR$AZO$IBIT$BTC
$186M
62 positions
#16BECK MACK & OLIVER LLCActive
Some overlap · 3 shared positions
$BX$SCHW$EPD
$5.1B
201 positions
#17GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$BX$SCHW$EPD
$92M
35 positions
#18ALLEN OPERATIONS LLCSmart money
Some overlap · 3 shared positions
$PLTR$SCHW$IBIT
$722M
33 positions
#19Henson-Edgewater Management, LLCActive
Some overlap · 3 shared positions
$PLTR$BX$EPD
$192M
66 positions
#20Silverleafe Capital Partners, LLCActive
Some overlap · 4 shared positions
$PLTR$AZO$IBIT$FDX
$351M
100 positions
#21ENZI WEALTHSmart money
Some overlap · 3 shared positions
$PLTR$DELL$SCHW
$334M
83 positions
#22MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 3 shared positions
$BX$SCHW$FDX
$546M
119 positions
#23NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BX$UAL$EPD
$82M
37 positions
#24Capital Investment Counsel, IncActive
Some overlap · 4 shared positions
$PLTR$SCHW$TGT$FDX
$935M
265 positions
#25High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$AZO$IBIT
$586M
959 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.