13F Pro

Hedge Funds Similar to Your Advocates Ltd., LLP

13F Portfolio OverlapQ1 2026Your Advocates Ltd., LLP portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Your Advocates Ltd., LLP is an institutional investor managing $328M across 232 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 Your Advocates Ltd., LLP are Efficient Advisors,, Cherry Tree Wealth ,, Milestone Investment Advisors, with shared positions in $COP, $BRZE, $WT, $DOV, $AMN, $NOW. The full ranking of 25 similar funds is below.

#1Efficient Advisors, LLCActive
Some overlap · 4 shared positions
$COP$BRZE$WT$DOV
$1.4B
58 positions
#2Cherry Tree Wealth Management, LLCPassive
Some overlap · 4 shared positions
$COP$BRZE$WT$AMN
$473M
582 positions
#3Milestone Investment Advisors LLCActive
Some overlap · 5 shared positions
$COP$BRZE$WT$NOW$CTVA
$414M
139 positions
#4VAN STRUM & TOWNE INC.Passive
Some overlap · 7 shared positions
$COP$BRZE$GE$GEV$MCO$HPQ
$343M
111 positions
#5FIDUCIARY ADVISORS, INC.Active
Some overlap · 6 shared positions
$COP$BRZE$DOV$KO$AMN$IAU
$133M
121 positions
#6FIDELIS iM, LLCSmart money
Some overlap · 3 shared positions
$COP$BRZE$WT
$264M
25 positions
#7Ankerstar Wealth, LLCPassive
Some overlap · 3 shared positions
$COP$BRZE$WT
$95M
955 positions
#8Towneley Capital Management, Inc / DESmart money
Some overlap · 5 shared positions
$COP$BRZE$DOV$AMN$IAU
$478M
42 positions
#9Good Steward Wealth Advisors,LLCPassive
Some overlap · 4 shared positions
$COP$BRZE$MPC$GE
$156M
68 positions
#10Rockbridge Investment Management, LCCSmart money
Some overlap · 5 shared positions
$COP$BRZE$GE$WT$GEV
$1.1B
137 positions
#11Farrell Financial LLCPassive
Some overlap · 5 shared positions
$COP$WT$BRZE$IAU$NOW
$167M
76 positions
#12Ballast Financial Advisors LLCActive
Some overlap · 5 shared positions
$COP$BRZE$DOV$AMN$IAU
$98M
68 positions
#13Trellis Wealth Advisors LLCSmart money
Some overlap · 4 shared positions
$COP$BRZE$DOV$AMN
$263M
47 positions
#14Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$COP$BRZE$DOV$IAU
$578M
118 positions
#15DecisionPoint Financial, LLCActive
Some overlap · 4 shared positions
$COP$BRZE$DOV$IAU
$464M
679 positions
#16HTG Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$COP$BRZE$DOV$GE$GEV
$352M
85 positions
#17Beacon Financial Strategies CORPActive
Some overlap · 4 shared positions
$COP$BRZE$DOV$KO
$176M
177 positions
#18Coyle Financial Counsel LLCActive
Some overlap · 3 shared positions
$COP$BRZE$DOV
$473M
113 positions
#19Mustard Seed Financial, LLCPassive
Some overlap · 3 shared positions
$COP$BRZE$DOV
$167M
92 positions
#20Gradient Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$COP$BRZE$AMN$IAU
$386M
177 positions
#21CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 4 shared positions
$COP$BRZE$AMN$IAU
$532M
162 positions
#22Sentinus, LLCPassive
Some overlap · 3 shared positions
$COP$WT$BRZE
$1.1B
596 positions
#23Essex LLCActive
Some overlap · 4 shared positions
$COP$BRZE$GE$GEV
$566M
175 positions
#24Sharper & Granite LLCPassive
Some overlap · 6 shared positions
$COP$WT$DIA$AMN$IAU$NOW
$293M
107 positions
#25White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$COP$BRZE$IAU$NOW
$721M
145 positions

Compare Your Advocates Ltd., LLP’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Your Advocates Ltd., LLP’s holdings

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.