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Hedge Funds Similar to ADE,

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

ADE, LLC is an institutional investor managing $209M across 86 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 ADE, are Souders Financial Advisors, Peak Financial ,, Entruity Wealth,, with shared positions in $BAH, $BRZE, $AMGN, $PM, $XYZ, $GMM. The full ranking of 25 similar funds is below.

#1Souders Financial AdvisorsPassive
Notable overlap · 4 shared positions
$BAH$BRZE$AMGN$PM
$876M
216 positions
#2Peak Financial Management, Inc.Active
Notable overlap · 4 shared positions
$XYZ$BRZE$GMM$PHYS
$394M
100 positions
#3Entruity Wealth, LLCActive
Notable overlap · 3 shared positions
$BAH$PHYS$PSLV
$147M
46 positions
#4Vigil Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BAH$KKR$PM
$124M
75 positions
#5Capital Advantage, Inc.Active
Notable overlap · 3 shared positions
$BAH$KKR$AMGN
$765M
145 positions
#6RHL GROUP, LLCActive
Notable overlap · 3 shared positions
$BAH$DOV$AMGN
$117M
240 positions
#7Swisher Financial Concepts, Inc.Passive
Notable overlap · 3 shared positions
$BAH$BRZE$PM
$179M
102 positions
#8CERTIOR FINANCIAL GROUP, LLCPassive
Notable overlap · 6 shared positions
$BAH$BRZE$SE$DOV$DDOG$ECL
$157M
130 positions
#9Advocate Investing Services LLCPassive
Notable overlap · 3 shared positions
$BAH$PHYS$KKR
$118M
448 positions
#10PYA Waltman Capital, LLCActive
Notable overlap · 3 shared positions
$BAH$DHR$AMGN
$361M
67 positions
#11Hartmann Taylor Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$BAH$DOV
$151M
54 positions
#12KM Capital Management Ltd.Active
Notable overlap · 4 shared positions
$BAH$SE$GMM$DHR
$149M
76 positions
#13Clarity Asset Management, Inc.Passive
Notable overlap · 3 shared positions
$BAH$BRZE$EMR
$198M
290 positions
#14TRB Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$BRZE$GMM$KKR$SE$DDOG$PM
$704M
285 positions
#15FSM Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$XYZ$SE$DOV
$778M
317 positions
#16Midwest Financial Partners Investments, Inc.Active
Notable overlap · 3 shared positions
$XYZ$AMGN$DDOG
$189M
76 positions
#17SVRN Asset Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$BAH$DDOG
$103M
37 positions
#18Avantax Planning Partners, Inc.Active
Notable overlap · 4 shared positions
$XYZ$BRZE$AMGN$KKR
$3.6B
435 positions
#19ForthRight Wealth Management, LLCActive
Notable overlap · 3 shared positions
$XYZ$DDOG$DHR
$353M
75 positions
#20Capital Investment Management, Inc.Active
Some overlap · 4 shared positions
$BRZE$GMM$SE$PM
$291M
125 positions
#21FIDUCIARY ADVISORS, INC.Active
Some overlap · 6 shared positions
$BRZE$DHR$KKR$DOV$SE$EMR
$133M
121 positions
#22Brooklyn FI, LLCActive
Some overlap · 4 shared positions
$BRZE$GMM$SE$DDOG
$476M
78 positions
#23Manuka Financial, LLCActive
Some overlap · 5 shared positions
$BRZE$DHR$DOV$KKR$DDOG
$162M
56 positions
#24Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$BRZE$GMM$DDOG
$255M
49 positions
#25Juno Financial Group LLCActive
Some overlap · 5 shared positions
$BRZE$DHR$SE$KKR$PM
$255M
70 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.