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Hedge Funds Similar to Revere Asset ,

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

Revere Asset Management, Inc is an institutional investor managing $195M across 27 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 Revere Asset , are REDMONT WEALTH ADVISORS, Dogwood Wealth, Uniting Wealth Partners,, with shared positions in $AGQ, $DUK, $AMN, $SOLS. The full ranking of 10 similar funds is below.

#1REDMONT WEALTH ADVISORS LLC
Notable overlap · 3 shared positions
$AGQ$DUK$AMN
$66M
307 positions
#2Dogwood Wealth Management LLCPassive
Some overlap · 3 shared positions
$AGQ$DUK$AMN
$230M
860 positions
#3Uniting Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$AGQ$DUK$AMN
$470M
205 positions
#4Apollon Financial, LLCPassive
Slight overlap · 3 shared positions
$AGQ$DUK$AMN
$723M
260 positions
#5Chung Wu Investment Group, LLCPassive
Slight overlap · 3 shared positions
$AGQ$SOLS$DUK
$116M
259 positions
#6Heritage Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$AGQ$DUK$AMN
$202M
157 positions
#7MFA WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$AGQ$DUK$AMN
$508M
88 positions
#8SILVER OAK SECURITIES, IncPassive
Slight overlap · 3 shared positions
$AGQ$DUK$AMN
$1.4B
781 positions
#9Wealthcare Advisory Partners LLCPassive
Slight overlap · 3 shared positions
$AGQ$DUK$AMN
$5.1B
1,073 positions
#10Pine Harbor Wealth Management, LLCActive
Slight overlap · 3 shared positions
$AGQ$DUK$AMN
$334M
102 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.