How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to AVAII WEALTH ,

13F Portfolio OverlapQ1 2026AVAII WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

AVAII WEALTH MANAGEMENT, LLC is an institutional investor managing $287M 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 AVAII WEALTH , are Ardmore Road Asset, Exit Wealth Advisors,, Wealth Quarterback, with shared positions in $GLW, $TMUS, $MRVL, $AMD, $IAU, $WT. The full ranking of 25 similar funds is below.

#1Ardmore Road Asset Management LPPassive

Notable overlap · 4 shared positions

$GLW $TMUS $MRVL $AMD

$1.5B

64 positions

#2Exit Wealth Advisors, LLC.Active

Notable overlap · 5 shared positions

$IAU $WT $BMY $GLW $MO

$195M

131 positions

#3Wealth Quarterback LLCPassive

Notable overlap · 4 shared positions

$IAU $FBTC $BMY $AMD

$254M

163 positions

#4WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$IAU $WT $HUM $GLW $FBTC

$508M

107 positions

#5GenWealth Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $WT $AGQ $PLTR

$584M

85 positions

#6Arlington Capital Management, Inc.Passive

Notable overlap · 4 shared positions

$IAU $IREN $PLTR $AMD

$177M

111 positions

#7Hamilton Wealth, LLCActive

Notable overlap · 4 shared positions

$IAU $WT $BMY $HUM

$1.4B

114 positions

#8Harbour Wealth Management Group, Inc.Passive

Notable overlap · 3 shared positions

$IAU $WT $AMD

$133M

89 positions

#9Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $WT $AMD

$170M

57 positions

#10Burns Matteson Capital Management, LLCPassive

Notable overlap · 3 shared positions

$GLW $WT $MO

$273M

190 positions

#11MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$IAU $WT $AGQ

$260M

146 positions

#12Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$IAU $WT $HUM $AMD

$233M

676 positions

#13REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$IAU $WT $AGQ

$697M

218 positions

#14Old Port AdvisorsPassive

Notable overlap · 4 shared positions

$IAU $GLW $WT $LYB

$434M

239 positions

#15Wealth Care LLCActive

Notable overlap · 4 shared positions

$IAU $WT $HUM $PLTR

$113M

67 positions

#16Arnhold LLCActive

Notable overlap · 5 shared positions

$IAU $BMY $UNH $MRVL $PYPL

$1.4B

118 positions

#17Kaydan Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$IAU $WT $AGQ $HUM

$299M

109 positions

#18Wealth Management Partners, LLCPassive

Some overlap · 4 shared positions

$IAU $MU $PLTR $AMD

$350M

147 positions

#19Ridge Creek Global, IncActive

Some overlap · 3 shared positions

$IAU $WT $HUM

$118M

85 positions

#20Catalyst Investment Management LLCPassive

Some overlap · 3 shared positions

$IAU $WT $HUM

$90M

65 positions

#21Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$IAU $WT $UNH $TXN

$477M

70 positions

#22BCWM, LLCPassive

Some overlap · 4 shared positions

$IAU $BMY $AMD $MO

$353M

57 positions

#23Evergreen Quality Fund GP, Ltd.Smart money

Some overlap · 4 shared positions

$GLW $MU $AMD $MRVL

$4.4B

40 positions

#24Intellus Advisors LLCActive

Some overlap · 4 shared positions

$IAU $PLTR $HUM $AMD

$732M

125 positions

#25Chemistry Wealth Management LLCPassive

Some overlap · 3 shared positions

$IAU $MU $UNH

$569M

204 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.