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 Avid Wealth Partners

13F Portfolio OverlapQ1 2026Avid Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Avid Wealth Partners LLC is an institutional investor managing $212M across 71 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 Avid Wealth Partners are SNS Financial Group,, Roan Partners, OakTrust Wealth Advisors,, with shared positions in $MDLZ, $WT, $GLDM, $DDOG, $IBIT, $GEV. The full ranking of 25 similar funds is below.

#1SNS Financial Group, LLCActive

Notable overlap · 3 shared positions

$MDLZ $WT $GLDM

$1.2B

208 positions

#2Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$GLDM $WT $DDOG

$108M

77 positions

#3OakTrust Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $WT $IBIT

$110M

68 positions

#4Capital Planning Advisors, LLCPassive

Notable overlap · 4 shared positions

$GLDM $WT $GEV $BAC

$692M

146 positions

#5AIFG Consultants Ltd.

Notable overlap · 6 shared positions

$GLDM $WT $JHG $GEV $BAC $MU

$58M

54 positions

#6Fiduciary Planning LLCActive

Notable overlap · 6 shared positions

$WT $MDLZ $YMM $IBIT $BAC $MU

$331M

76 positions

#7LWM Advisory Services, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $IBIT

$94M

76 positions

#8Quantum Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $MDLZ $MU

$891M

231 positions

#9Encompass More Asset ManagementPassive

Notable overlap · 4 shared positions

$WT $GLDM $IBIT $MU

$597M

251 positions

#10Magnolia Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$WT $GLDM $DDOG $JHG $GEV

$150M

134 positions

#11Ridgeline Wealth, LLCActive

Notable overlap · 3 shared positions

$MDLZ $JHG $GEV

$140M

52 positions

#12Panoramic Capital Partners, LLCActive

Notable overlap · 3 shared positions

$MDLZ $WT $GEV

$162M

63 positions

#13CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$GLDM $WT $GEV $MU

$241M

70 positions

#14Tidemark, LLCPassive

Notable overlap · 4 shared positions

$WT $GLDM $MDLZ $JHG

$393M

901 positions

#15Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $IBIT

$220M

273 positions

#16Beckerman Institutional, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $BAC

$188M

121 positions

#17Argos Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$GLDM $DDOG $IBIT $FIX

$348M

202 positions

#18SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $WT $BAC

$676M

137 positions

#19ShoreHaven Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $MDLZ $JHG $DDOG $GLDM

$278M

103 positions

#20Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$GLDM $DDOG $GEV

$2.1B

152 positions

#21Tradewinds Capital Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $MU $BAC

$504M

719 positions

#22Eaton Financial Holdings Company, LLCPassive

Notable overlap · 5 shared positions

$WT $YMM $DDOG $BAC $MU

$305M

125 positions

#23Hobbs Group Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $BAC

$334M

160 positions

#24Henderson Brothers Financial Partners, LLCActive

Notable overlap · 4 shared positions

$GLDM $WT $JHG $MU

$395M

105 positions

#25Optivise Advisory Services LLCPassive

Some overlap · 3 shared positions

$WT $MDLZ $JHG

$165M

183 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.