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Hedge Funds Similar to Auxano Advisors,

13F Portfolio OverlapQ1 2026Auxano Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Auxano Advisors, LLC is an institutional investor managing $501M across 199 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 Auxano Advisors, are Wealth Alliance,, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS, VAN DEN BERG I,, with shared positions in $PHYS, $SII, $AMN, $DIA, $SBUX, $DIS. The full ranking of 25 similar funds is below.

#1Capital Wealth Alliance, LLCActive
Notable overlap · 4 shared positions
$PHYS$SII$AMN$DIA
$221M
93 positions
#2SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$AMN$SBUX
$482M
173 positions
#3VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 3 shared positions
$PHYS$DIS$COHR
$436M
133 positions
#4Intesa Sanpaolo Wealth ManagementPassive
Some overlap · 4 shared positions
$PHYS$NVO$DIS$RSG
$410M
299 positions
#5Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$PHYS$SII$NVO$ASML
$332M
111 positions
#6Asset One Wealth Management LLCPassive
Slight overlap · 3 shared positions
$PHYS$SII$ASML
$904M
336 positions
#7SPWM Advisors LLCPassive
Slight overlap · 5 shared positions
$SBUX$AMN$AG$DIS$UL
$115M
93 positions
#8IMC-Chicago, LLCPassive
Slight overlap · 4 shared positions
$PHYS$AG$ASML$DIA
$278.4B
5,950 positions
#9Saratoga Research & Investment ManagementActive
Slight overlap · 5 shared positions
$SBUX$NVO$DIS$UL$ASML
$1.8B
46 positions
#10Tevis Investment ManagementPassive
Slight overlap · 5 shared positions
$SBUX$NVO$DIS$UL$ASML
$176M
99 positions
#11Hurley Capital, LLCPassive
Slight overlap · 3 shared positions
$PHYS$SBUX$UL
$187M
673 positions
#12GROUP ONE TRADING, L.P.Passive
Slight overlap · 4 shared positions
$SII$AG$RKT$COHR
$52.2B
7,822 positions
#13Three Bridge Wealth Advisors, LLCActive
Slight overlap · 5 shared positions
$NVO$DIS$UL$ASML$SBUX
$364M
86 positions
#14EVERETT HARRIS & CO /CA/Active
Slight overlap · 4 shared positions
$SBUX$NVO$DIS$UL
$7.8B
323 positions
#15Arlington Financial Advisors, LLCActive
Slight overlap · 4 shared positions
$SBUX$AMN$DIS$ASML
$702M
95 positions
#16ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Slight overlap · 3 shared positions
$SII$AMN$AG
$730M
215 positions
#17Pavion Blue Capital, LLCPassive
Slight overlap · 4 shared positions
$SBUX$DIS$UL$AIG
$230M
108 positions
#18KAVAR CAPITAL PARTNERS GROUP, LLCPassive
Slight overlap · 3 shared positions
$SBUX$AMN$UL
$798M
213 positions
#19ORBA Wealth Advisors, L.L.C.Passive
Slight overlap · 3 shared positions
$AMN$SBUX$DIS
$84M
65 positions
#20LOOMIS SAYLES & CO L PActive
Slight overlap · 3 shared positions
$SBUX$NVO$DIS
$74.3B
718 positions
#21M. Kulyk & Associates, LLCActive
Slight overlap · 3 shared positions
$PHYS$NVO$UL
$536M
119 positions
#22JUPITER ASSET MANAGEMENT LTDPassive
Slight overlap · 3 shared positions
$PHYS$AG$DIS
$18.8B
481 positions
#23Lynch Asset Management, Inc.Active
Slight overlap · 3 shared positions
$SBUX$NVO$DIS
$298M
51 positions
#24Lorne Steinberg Wealth Management Inc.Passive
Slight overlap · 3 shared positions
$SBUX$DIS$UL
$422M
68 positions
#25Lafayette Investments, Inc.Active
Slight overlap · 3 shared positions
$SBUX$DIS$ASML
$494M
158 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.