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Hedge Funds Similar to Operose Advisors

13F Portfolio OverlapQ1 2026Operose Advisors portfolio →
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Most similar hedge funds by 13F overlap

Operose Advisors LLC is an institutional investor managing $431M across 593 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 Operose Advisors are MARINO, STRAM & ASSOCIATES, Charter , \DE, SWAN, with shared positions in $KKR, $MCD, $MS, $VZ, $AMD, $PFE. The full ranking of 25 similar funds is below.

#1MARINO, STRAM & ASSOCIATES LLCActive
Notable overlap · 4 shared positions
$KKR$MCD$MS$VZ
$557M
185 positions
#2Charter Capital Management, LLC\DESmart money
Notable overlap · 4 shared positions
$KKR$AMD$VZ$MS
$200M
70 positions
#3SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$KKR$MCD$PFE$AMD$MKL
$272M
554 positions
#4Piedmont Capital Management, LLCActive
Notable overlap · 3 shared positions
$KKR$IBM$VZ
$197M
50 positions
#5truNorth Financial Services, Inc.Active
Notable overlap · 3 shared positions
$KKR$MS$WT
$97M
49 positions
#6INSPIRION WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$KKR$WT$PFE
$803M
181 positions
#7Forum Private Client Group LLCActive
Notable overlap · 3 shared positions
$KKR$T$VZ
$300M
80 positions
#8Gross & Hartman Investments LLCSmart money
Notable overlap · 3 shared positions
$KKR$MKL$MS
$192M
72 positions
#9Elevation Advisory Partners LLCActive
Notable overlap · 3 shared positions
$KKR$MKL$AMD
$107M
97 positions
#10Financially in Tune, LLCActive
Notable overlap · 4 shared positions
$KKR$MKL$WT$IBM
$116M
77 positions
#11PARAGON FINANCIAL PARTNERS, INC.Active
Notable overlap · 4 shared positions
$KKR$MCD$AMD$BAC
$177M
77 positions
#12Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 3 shared positions
$KKR$MCD$VZ
$462M
228 positions
#13White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$KKR$MKL$AFRM
$721M
145 positions
#14DeDora Capital, Inc.Active
Notable overlap · 3 shared positions
$KKR$AMD$AFRM
$408M
123 positions
#15Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$KKR$WT$IBM
$236M
81 positions
#16Wolff Financial Management LLCActive
Notable overlap · 5 shared positions
$KKR$MCD$MS$VZ$PFE
$453M
103 positions
#17HOWARD WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$KKR$MKL$AMD$WT
$238M
142 positions
#18Catalyst Investment Management LLCPassive
Notable overlap · 6 shared positions
$KKR$MKL$MS$WT$BAC$LOW
$90M
65 positions
#19GSG Advisors LLCActive
Notable overlap · 4 shared positions
$KKR$MS$WT$MKL
$385M
137 positions
#20Berkeley Capital Partners, LLCActive
Notable overlap · 5 shared positions
$KKR$MKL$MCD$BAC$PFE
$431M
184 positions
#21VSM Wealth Advisory, LLCPassive
Notable overlap · 3 shared positions
$KKR$MKL$IBM
$335M
505 positions
#22Sherman Wealth Management LLCPassive
Notable overlap · 3 shared positions
$KKR$AMD$WT
$116M
80 positions
#23PPS&V ASSET MANAGEMENT CONSULTANTS, INC.Smart money
Notable overlap · 3 shared positions
$KKR$WT$PFE
$164M
41 positions
#24Pinnacle Financial Group, LLC / ILPassive
Notable overlap · 6 shared positions
$KKR$MKL$MCD$MS$WT$AFRM
$365M
111 positions
#25WEST BANCORPORATION INCPassive
Notable overlap · 4 shared positions
$KKR$MKL$MCD$PFE
$200M
98 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.