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Hedge Funds Similar to Financial Avengers

13F Portfolio OverlapQ2 2026Financial Avengers portfolio →
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Most similar hedge funds by 13F overlap

Financial Avengers, Inc. is an institutional investor managing $241M across 155 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Financial Avengers are INKWELL, HS Partners, SCHWERIN BOYLE, with shared positions in $SCHW, $AXP, $DIS, $SBUX, $VZ, $PFE. The full ranking of 25 similar funds is below.

#1INKWELL CAPITAL LLCActive
Notable overlap · 4 shared positions
$SCHW$AXP$DIS$SBUX
$96M
31 positions
#2HS Management Partners, LLCActive
Notable overlap · 3 shared positions
$AXP$DIS$SBUX
$291M
24 positions
#3SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive
Notable overlap · 3 shared positions
$AXP$VZ$PFE
$816M
49 positions
#4CFC Planning Co LLCPassive
Notable overlap · 3 shared positions
$AXP$VZ$DIS
$171M
71 positions
#5Infusive Asset Management Inc.Active
Notable overlap · 4 shared positions
$AXP$DIS$VZ$ADBE
$220M
30 positions
#6Holowesko Partners Ltd.Active
Notable overlap · 4 shared positions
$AXP$DIS$KVUE$ASML
$395M
34 positions
#7DCM Advisors, LLCActive
Notable overlap · 5 shared positions
$AXP$DIS$PFE$VZ$T
$253M
38 positions
#8AlpenGlobal Capital LLCActive
Notable overlap · 3 shared positions
$AXP$DIS$ADBE
$156M
35 positions
#9MOUNT VERNON ASSOCIATES INC /MD/Active
Notable overlap · 5 shared positions
$AXP$SCHW$SBUX$PFE$VZ
$153M
62 positions
#10CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$AXP$DIS$GLW
$2.0B
76 positions
#11Giverny Capital Inc.Active
Some overlap · 4 shared positions
$SCHW$DIS$AXP$ADP
$3.0B
51 positions
#12CORRADO ADVISORS, LLCPassive
Some overlap · 5 shared positions
$VZ$SHOP$DIS$T$GLW
$217M
120 positions
#13InvesTrustPassive
Some overlap · 7 shared positions
$SBUX$VZ$DIS$PFE$AXP$MMM
$260M
95 positions
#14Intrinsic Value Partners, LLCActive
Some overlap · 5 shared positions
$SCHW$AXP$SHOP$ACGL$ASML
$146M
73 positions
#15Cornerstone Capital, Inc.Active
Some overlap · 6 shared positions
$SHOP$DIS$VZ$SCHW$PFE$GLW
$1.1B
120 positions
#16Drexel Morgan & Co.Active
Some overlap · 5 shared positions
$AXP$DIS$VZ$MMM$T
$719M
60 positions
#17William Allan CorpActive
Some overlap · 6 shared positions
$SCHW$SBUX$DIS$AXP$MMM$ADP
$204M
62 positions
#18YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$SCHW$DIS$KVUE
$8.1B
74 positions
#19Neumann Capital Management, LLCActive
Some overlap · 5 shared positions
$SCHW$DIS$PFE$GILD$GLW
$151M
58 positions
#20Minot DeBlois Advisors LLCPassive
Some overlap · 7 shared positions
$AXP$DIS$VZ$PFE$SBUX$ADP
$116M
240 positions
#21Torrey Growth & Income AdvisorsActive
Some overlap · 4 shared positions
$AXP$PFE$SHOP$VZ
$294M
108 positions
#22BARR E S & COActive
Some overlap · 3 shared positions
$SCHW$AXP$ADBE
$1.8B
112 positions
#23Bradley & Co. Private Wealth Management, LLCActive
Some overlap · 4 shared positions
$AXP$DIS$SBUX$ASML
$210M
221 positions
#24ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$AXP$SCHW$DIS
$807M
209 positions
#25CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$SCHW$VZ$PFE$GLW$ASML
$1.6B
85 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.