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Hedge Funds Similar to AVISO WEALTH

13F Portfolio OverlapQ1 2026AVISO WEALTH portfolio →
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Most similar hedge funds by 13F overlap

AVISO WEALTH MANAGEMENT is an institutional investor managing $222M across 140 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 AVISO WEALTH are Employees Provident Fund Board, Spectrum Financial Alliance Ltd, Parsonex Advisory Services,, with shared positions in $UBER, $MU, $BAC, $ISRG, $NEE, $PWR. The full ranking of 25 similar funds is below.

#1Employees Provident Fund BoardActive
Some overlap · 7 shared positions
$UBER$MU$BAC$ISRG$NEE$PWR
$13.2B
70 positions
#2Spectrum Financial Alliance Ltd LLCActive
Some overlap · 5 shared positions
$GE$MU$BA$BAC$SCHW
$520M
30 positions
#3Parsonex Advisory Services, Inc.Passive
Some overlap · 8 shared positions
$UBER$BAC$SCHW$ISRG$ETN$CRWD
$102M
56 positions
#4Blume Capital Management, Inc.Passive
Some overlap · 6 shared positions
$UBER$MU$BAC$SCHW$WFC$USB
$588M
337 positions
#5SSI INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$UBER$BA$BAC$WFC$NEE$STX
$1.4B
240 positions
#6TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$GE$UBER$BA$SCHW$ETN
$200M
110 positions
#7FAGAN ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$UBER$BA$BAC$SCHW$NEE$USB
$719M
135 positions
#8Bouvel Investment Partners, LLCPassive
Some overlap · 6 shared positions
$GE$BA$ISRG$PWR$ETN$CRWD
$345M
78 positions
#9SCHOLTZ & COMPANY, LLCPassive
Some overlap · 6 shared positions
$GE$UBER$ISRG$PWR$ETN$NEE
$195M
49 positions
#10PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 6 shared positions
$UBER$BA$BAC$WFC$NEE$STX
$402M
112 positions
#11CERTUITY, LLCPassive
Some overlap · 5 shared positions
$GE$MU$BAC$WFC$BA
$1.5B
659 positions
#12Galvin, Gaustad & Stein, LLCPassive
Some overlap · 5 shared positions
$GE$UBER$SCHW$WFC$USB
$1.2B
252 positions
#13Sandhill Capital Partners LLCActive
Some overlap · 5 shared positions
$GE$UBER$SCHW$ISRG$USB
$1.2B
95 positions
#14First Washington CORPActive
Some overlap · 6 shared positions
$UBER$MU$BAC$ETN$CRWD$USB
$353M
50 positions
#15RATIONAL ADVISORS, INC.Active
Some overlap · 6 shared positions
$UBER$BAC$WFC$NEE$BA$USB
$980M
179 positions
#16Western Financial Corp/CAActive
Some overlap · 5 shared positions
$GE$STX$MU$WFC$PWR
$255M
127 positions
#17Beech Hill Advisors, Inc.Passive
Some overlap · 5 shared positions
$UBER$MU$BA$NEE$ETN
$200M
94 positions
#18TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 5 shared positions
$UBER$MU$GE$SCHW$USB
$671M
59 positions
#19GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$GE$UBER$BA$BAC
$328M
83 positions
#20Henson-Edgewater Management, LLCPassive
Some overlap · 7 shared positions
$MU$BA$BAC$CRWD$GE$UBER
$157M
66 positions
#21Strong Retirement Solutions LLCPassive
Some overlap · 6 shared positions
$UBER$SCHW$ISRG$NEE$PWR$CRWD
$143M
86 positions
#22Gunderson Capital Management Inc.Passive
Some overlap · 5 shared positions
$GE$MU$STX$PWR$ETN
$239M
46 positions
#23ARS Investment Partners, LLCActive
Some overlap · 5 shared positions
$MU$BA$STX$PWR$ETN
$1.9B
182 positions
#24WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$GE$MU$UBER$ISRG
$210M
141 positions
#25Hosking Partners LLPActive
Some overlap · 5 shared positions
$MU$BAC$STX$WFC$SCHW
$2.8B
99 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.