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 OverlapQ3 2026AVAII WEALTH portfolio →

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Most similar hedge funds by 13F overlap

AVAII WEALTH MANAGEMENT, LLC is an institutional investor managing $348M across 178 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AVAII WEALTH are ACORN FINANCIAL ADVISORY SERVICES, FORESIGHT ADVISORS, Evergreen Quality Fund GP, Ltd., with shared positions in $IAU, $GLW, $CC, $MRVL, $KMB, $BMY. The full ranking of 25 similar funds is below.

#1ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 4 shared positions

$IAU $GLW $CC $MRVL

$753M

223 positions

#2FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 4 shared positions

$GLW $KMB $BMY $CRWD

$202M

327 positions

#3Evergreen Quality Fund GP, Ltd.Active

Notable overlap · 3 shared positions

$GLW $MRVL $ENTG

$6.2B

43 positions

#4Wealth Quarterback LLCActive

Notable overlap · 3 shared positions

$IAU $FBTC $BMY

$328M

180 positions

#5Karras Company, Inc.Active

Notable overlap · 3 shared positions

$GLW $TMUS $UNP

$109M

65 positions

#6VALICENTI ADVISORY SERVICES INCActive

Notable overlap · 4 shared positions

$GLW $MRVL $BMY $UNP

$531M

81 positions

#7Cambridge Advisors Inc.Active

Notable overlap · 3 shared positions

$GLW $FBTC $UNP

$581M

182 positions

#8Braeburn Wealth Management LLCActive

Notable overlap · 5 shared positions

$IAU $MRVL $TGTX $CRWD $UNP

$236M

98 positions

#9Tairen Capital LtdActive

Notable overlap · 3 shared positions

$GLW $MRVL $CIEN

$1.1B

44 positions

#10Cornerstone Capital, Inc.Active

Notable overlap · 3 shared positions

$GLW $KMB $CRWD

$1.1B

120 positions

#11VIMA LLCPassive

Notable overlap · 4 shared positions

$IREN $IAU $CIFR $CRWD

$98M

351 positions

#12Highland Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $FBTC $MO

$469M

82 positions

#13Parkside Investments, LLCActive

Notable overlap · 3 shared positions

$GLW $IAU $UNP

$879M

95 positions

#14Arnhold LLCActive

Notable overlap · 3 shared positions

$IAU $MRVL $BMY

$1.4B

113 positions

#15Farrell Financial LLCActive

Some overlap · 3 shared positions

$IAU $MRVL $GLW

$187M

81 positions

#16BCWM, LLCPassive

Some overlap · 4 shared positions

$IAU $BMY $MO $UNP

$342M

57 positions

#17LIFELONG WEALTH ADVISORS, INC.Smart money

Some overlap · 3 shared positions

$IAU $GLW $MRVL

$432M

104 positions

#18Werlinich Asset Management, LLCActive

Some overlap · 3 shared positions

$GLW $CRWD $UNP

$258M

57 positions

#19JSF Financial, LLCActive

Some overlap · 3 shared positions

$IAU $GLW $MO

$655M

146 positions

#20Battery Global Advisors, LLCSmart money

Some overlap · 3 shared positions

$IAU $GLW $CRWD

$200M

157 positions

#21HARTLINE INVESTMENT CORP/Active

Some overlap · 3 shared positions

$GLW $MRVL $UNP

$1.1B

115 positions

#22Exit Wealth Advisors, LLC.Passive

Some overlap · 5 shared positions

$IAU $GLW $BMY $ENTG $MO

$220M

150 positions

#23Beacon Bridge Wealth Partners, LLCActive

Some overlap · 3 shared positions

$IAU $GLW $BMY

$351M

105 positions

#24Midwest Capital Advisors, LLCActive

Some overlap · 3 shared positions

$IAU $MRVL $UNP

$246M

210 positions

#25BIT Capital GmbHActive

Some overlap · 4 shared positions

$IREN $MRVL $CIEN $CIFR

$3.4B

97 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.