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Hedge Funds Similar to Advyzon Investment ,

13F Portfolio OverlapQ1 2026Advyzon Investment , portfolio →
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Most similar hedge funds by 13F overlap

Advyzon Investment Management, LLC is an institutional investor managing $1.1B across 675 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 Advyzon Investment , are Mason & Associates, ETF Store,, AMERICAN FINANCIAL & TAX STRATEGIES, with shared positions in $BAR, $SHW, $WT, $COP, $IAU, $REGN. The full ranking of 25 similar funds is below.

#1Mason & Associates IncActive
Some overlap · 4 shared positions
$BAR$SHW$WT$COP
$516M
160 positions
#2ETF Store, Inc.Active
Some overlap · 5 shared positions
$BAR$WT$IAU$REGN$COP
$103M
100 positions
#3AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 5 shared positions
$BAR$GMM$WT$PM$REGN
$206M
97 positions
#4TCP Asset Management, LLCActive
Some overlap · 4 shared positions
$SHW$GMM$WT$IAU
$778M
133 positions
#5Maridea Wealth Management LLCPassive
Some overlap · 3 shared positions
$BAR$WT$SHW
$688M
454 positions
#65T Wealth, LLCPassive
Some overlap · 4 shared positions
$SHW$WT$IAU$REGN
$253M
129 positions
#7IAM Advisory, LLCActive
Some overlap · 4 shared positions
$SHW$WT$TXN$REGN
$446M
95 positions
#8Capital Advisor Network LLCActive
Some overlap · 5 shared positions
$BAR$SHW$WT$IAU$REGN
$85M
149 positions
#9Symphony Financial Services, Inc.Passive
Some overlap · 4 shared positions
$SHW$WT$DHR$REGN
$195M
99 positions
#10WCG Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$GMM$WT$APP$TXN$PM
$3.6B
519 positions
#11Kraft, Davis & Associates, LLCPassive
Some overlap · 5 shared positions
$SHW$WT$COP$GMM$BAR
$469M
151 positions
#12Trademark Financial Management, LLCPassive
Some overlap · 4 shared positions
$SHW$WT$IAU$REGN
$204M
102 positions
#13First Financial Group CorpActive
Some overlap · 3 shared positions
$SHW$WT$IAU
$122M
80 positions
#14Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$SHW$WT$IAU$REGN
$146M
532 positions
#15SFI Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$WT$REGN
$95M
48 positions
#16Bravias Capital Group, LLCActive
Some overlap · 5 shared positions
$GMM$WT$SHW$REGN$DHR
$153M
96 positions
#17NewEdge Advisors, LLCPassive
Some overlap · 4 shared positions
$GMM$WT$SHW$TXN
$2.2B
1,217 positions
#18Oasis Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$IAU$PM$TXN
$509M
210 positions
#19Ausdal Financial Partners, Inc.Passive
Some overlap · 4 shared positions
$BAR$WT$SHW$REGN
$2.3B
985 positions
#20CONDOR CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$SHW$WT$COP
$1.2B
174 positions
#21Retirement Management Systems Inc.Active
Some overlap · 3 shared positions
$SHW$WT$IAU
$415M
51 positions
#22TAGStone Capital, Inc.Passive
Some overlap · 6 shared positions
$WT$GMM$DHR$COP$IAU$REGN
$283M
137 positions
#23WJ Wealth Management, LLCActive
Some overlap · 3 shared positions
$SHW$WT$IAU
$214M
70 positions
#24ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$SHW$APP$TXN$DHR
$229M
75 positions
#25Capital Asset Advisory Services LLCActive
Some overlap · 4 shared positions
$GMM$WT$IAU$REGN
$2.6B
299 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.