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Hedge Funds Similar to Avondale Wealth

13F Portfolio OverlapQ1 2026Avondale Wealth portfolio →
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Most similar hedge funds by 13F overlap

Avondale Wealth Management is an institutional investor managing $245M across 66 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 Avondale Wealth are Fonville Wealth, Plancorp,, Burk, with shared positions in $AMN, $SE, $SCHW, $IBIT, $DKNG, $PLTR. The full ranking of 25 similar funds is below.

#1Fonville Wealth Management LLCPassive
Notable overlap · 6 shared positions
$AMN$SE$SCHW$IBIT$DKNG$PLTR
$525M
138 positions
#2Plancorp, LLCActive
Notable overlap · 3 shared positions
$AMN$SE$SCHW
$3.5B
378 positions
#3Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$AMN$AMD$SCHW
$233M
676 positions
#4ENZI WEALTHActive
Notable overlap · 4 shared positions
$AMN$PLTR$AMD$SCHW
$288M
71 positions
#5Allegiance Financial Group Advisory Services LLCActive
Notable overlap · 5 shared positions
$AMN$PLTR$SCHW$GEV$GE
$503M
198 positions
#6Harbor Group, Inc.Active
Notable overlap · 5 shared positions
$AMN$SE$AMD$GEV$GE
$692M
116 positions
#7HMV Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$SCHW$PLTR
$213M
81 positions
#8RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$AMN$AMD$SCHW
$296M
80 positions
#9Fort Vancouver Investment Management, LLCActive
Notable overlap · 4 shared positions
$AMN$SE$GEV$UAL
$197M
59 positions
#10Bucket List Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$SCHW$GE
$166M
57 positions
#11Symmetry Partners, LLCActive
Notable overlap · 3 shared positions
$AMN$SCHW$GE
$1.8B
209 positions
#12Nvest Wealth Strategies, Inc.Active
Notable overlap · 4 shared positions
$AMN$PLTR$GE$GEV
$143M
395 positions
#13Trace Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$SCHW$PLTR
$133M
66 positions
#14Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 3 shared positions
$AMN$SE$SCHW
$2.2B
79 positions
#15CURIO WEALTH, LLCActive
Notable overlap · 5 shared positions
$AMN$PLTR$AMD$SCHW$SE
$293M
1,255 positions
#16Parkshore Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$AMN$GEV$GE
$299M
69 positions
#17True Wealth Design, LLCActive
Notable overlap · 3 shared positions
$AMN$GEV$GE
$360M
2,699 positions
#18Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 3 shared positions
$AMN$SCHW$SE
$931M
518 positions
#19New England Capital Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$GE$GEV
$365M
425 positions
#20Truepoint, Inc.Active
Notable overlap · 5 shared positions
$AMN$SCHW$SE$GE$GEV
$4.5B
148 positions
#21Bare Financial Services, IncPassive
Notable overlap · 3 shared positions
$AMN$SCHW$AMD
$378M
1,730 positions
#22ORRSTOWN FINANCIAL SERVICES INCActive
Notable overlap · 4 shared positions
$AMN$AMD$GEV$GE
$597M
117 positions
#23FINANCIAL MANAGEMENT NETWORK INCPassive
Notable overlap · 3 shared positions
$AMN$SE$SCHW
$653M
191 positions
#24COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 3 shared positions
$AMN$PLTR$GE
$97M
56 positions
#25SFG Wealth Management, LLC.Active
Notable overlap · 3 shared positions
$AMN$AMD$SAN
$243M
100 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.