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Hedge Funds Similar to Avise Financial Cooperative,

13F Portfolio OverlapQ1 2026Avise Financial Cooperative, portfolio →
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Most similar hedge funds by 13F overlap

Avise Financial Cooperative, Inc. is an institutional investor managing $121M across 102 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 Avise Financial Cooperative, are Laurel Wealth Planning, Disciplined Investments,, Beverly Hills Private Wealth,, with shared positions in $NKE, $MUFG, $NOW, $UPST, $SCHW, $VLTO. The full ranking of 25 similar funds is below.

#1Laurel Wealth Planning LLCActive
Notable overlap · 3 shared positions
$NKE$MUFG$NOW
$190M
59 positions
#2Disciplined Investments, LLCPassive
Notable overlap · 4 shared positions
$NKE$UPST$SCHW$VLTO
$279M
141 positions
#3Beverly Hills Private Wealth, LLCPassive
Notable overlap · 13 shared positions
$UPST$SCHW$VZ$CBL$JHG$MGM
$600M
347 positions
#4Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$NKE$UPST$SCHW
$398M
88 positions
#5Ruedi Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$NKE$UPST$SCHW
$388M
58 positions
#6CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 4 shared positions
$NKE$SCHW$MKL$KR
$532M
162 positions
#7Parkwoods Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$NKE$JHG$MCK$SCHW
$408M
111 positions
#8MASECO LLPActive
Notable overlap · 4 shared positions
$NKE$UPST$SCHW$MKL
$3.2B
391 positions
#9Index Fund Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$NKE$UPST$SCHW$MKL
$2.2B
127 positions
#10Frankly Finances, LLCActive
Notable overlap · 3 shared positions
$NKE$SCHW$MKL
$110M
64 positions
#11Falcon Wealth PlanningActive
Notable overlap · 6 shared positions
$NKE$UPST$SCHW$__PARK_1390777$MKL$NOW
$1.5B
236 positions
#12DiNuzzo Private Wealth, Inc.Active
Notable overlap · 5 shared positions
$NKE$MKL$__PARK_1390777$SHW$VZ
$928M
1,345 positions
#13Trademark Financial Management, LLCPassive
Notable overlap · 3 shared positions
$NKE$SHW$FGDL
$204M
102 positions
#14Beaird Harris Wealth Management, LLCActive
Notable overlap · 5 shared positions
$NKE$MKL$SHW$UPST$SCHW
$1.5B
686 positions
#15Financially in Tune, LLCActive
Notable overlap · 3 shared positions
$NKE$NOW$MKL
$116M
77 positions
#16Shotwell Rutter Baer IncActive
Notable overlap · 3 shared positions
$NKE$MUFG$NOW
$170M
38 positions
#17Plancorp, LLCActive
Notable overlap · 3 shared positions
$NKE$SCHW$NOW
$3.5B
378 positions
#18Clarity Asset Management, Inc.Passive
Notable overlap · 3 shared positions
$NKE$FGDL$NOW
$198M
290 positions
#19LAM GROUP, INC.Passive
Notable overlap · 3 shared positions
$NKE$MKL$SCHW
$182M
136 positions
#20ECLECTIC ASSOCIATES INC /ADVActive
Notable overlap · 4 shared positions
$NKE$SCHW$MKL$SHW
$753M
159 positions
#21Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$NKE$UPST$MCK
$2.1B
152 positions
#22Evanson Asset Management, LLCActive
Notable overlap · 3 shared positions
$NKE$SCHW$MKL
$1.9B
321 positions
#23Kestra Investment Management, LLCActive
Notable overlap · 5 shared positions
$NKE$JHG$VLTO$MKL$SCHW
$5.8B
439 positions
#24Opus Financial Solutions LLCPassive
Notable overlap · 3 shared positions
$NKE$SCHW$UPST
$106M
103 positions
#25TCI Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$NKE$MCK$SCHW
$1.9B
251 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.