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Hedge Funds Similar to Avantra Family Wealth,

13F Portfolio OverlapQ1 2026Avantra Family Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Avantra Family Wealth, Inc. is an institutional investor managing $134M across 158 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 Avantra Family Wealth, are PZENA INVESTMENT, Brandywine Global Investment ,, Axecap Investments,, with shared positions in $WFC, $C, $CVS, $SHEL, $SSNC, $MDT. The full ranking of 25 similar funds is below.

#1PZENA INVESTMENT MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$WFC$C$CVS$SHEL$SSNC$MDT
$30.8B
158 positions
#2Brandywine Global Investment Management, LLC
Notable overlap · 6 shared positions
$WFC$C$CVS$MS$MDT$DG
$14.9B
601 positions
#3Axecap Investments, LLCPassive
Some overlap · 7 shared positions
$C$LHX$CAH$MU$MCK$MS
$145M
69 positions
#4CERTUITY, LLCPassive
Some overlap · 6 shared positions
$C$WFC$MS$MU$WT$GE
$1.5B
659 positions
#5Hosking Partners LLPActive
Some overlap · 5 shared positions
$C$MPC$WFC$MS$MU
$2.8B
99 positions
#6ProVise Management Group, LLCPassive
Some overlap · 6 shared positions
$WFC$C$MS$MCK$BDX$MDT
$1.4B
261 positions
#744 WEALTH MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$C$WFC$ICE$MDLZ$BP$CVS
$286M
183 positions
#8HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$C$WFC$MDLZ$SHEL$MDT$FCNCA
$32.4B
465 positions
#9Nippon Life Global Investors Americas, Inc.Active
Some overlap · 6 shared positions
$C$MPC$CVS$ICE$MDT$GE
$2.2B
106 positions
#10BRANDES INVESTMENT PARTNERS, LPActive
Some overlap · 6 shared positions
$C$WFC$CVS$SHEL$MCK$BDX
$14.1B
186 positions
#11SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$C$WFC$LHX$BDX$MDT
$728M
79 positions
#12DCM Advisors, LLCActive
Some overlap · 4 shared positions
$WFC$MPC$CVS$MS
$220M
38 positions
#13American Assets Investment Management, LLCActive
Some overlap · 5 shared positions
$WFC$C$MS$SHEL$GE
$1.5B
146 positions
#14Caldwell Investment Management Ltd.Active
Some overlap · 5 shared positions
$C$ICE$MS$LHX$MCK
$255M
57 positions
#15Oliver Luxxe Assets LLCPassive
Some overlap · 5 shared positions
$C$WFC$CVS$MS$GE
$668M
200 positions
#16Poehling Capital Management, INC.Passive
Some overlap · 4 shared positions
$WFC$C$MPC$MDT
$475M
153 positions
#17SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$WFC$C$BP$MDT
$3.0B
40 positions
#18Leith Wheeler Investment Counsel Ltd.Active
Some overlap · 5 shared positions
$WFC$LHX$MDLZ$BDX$MDT
$1.2B
84 positions
#19Boston PartnersPassive
Some overlap · 6 shared positions
$MPC$MU$MCK$WFC$LHX$MS
$95.5B
767 positions
#20Inlet Private Wealth, LLCPassive
Some overlap · 5 shared positions
$C$CVS$MCK$BDX$GE
$392M
128 positions
#21Huber Capital Management LLCPassive
Some overlap · 5 shared positions
$C$SHEL$FCNCA$BP$DG
$647M
99 positions
#22Schear Investment Advisers, LLCPassive
Some overlap · 5 shared positions
$C$MS$MU$MCK$GE
$227M
77 positions
#23SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$WFC$MCK$ICE$DG$WT
$788M
47 positions
#24Teewinot Capital Advisers, L.L.C.Active
Some overlap · 3 shared positions
$WFC$C$MS
$1.3B
33 positions
#25FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$C$LHX$MDLZ$MU$MDT
$5.0B
201 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.