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Hedge Funds Similar to ABOUND FINANCIAL,

13F Portfolio OverlapQ1 2026ABOUND FINANCIAL, portfolio →
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Most similar hedge funds by 13F overlap

ABOUND FINANCIAL, LLC is an institutional investor managing $229M across 283 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 ABOUND FINANCIAL, are Cobblestone Asset, Revisor Wealth, Tranquilli Financial Advisor, with shared positions in $GMM, $ETHA, $IBIT, $PM, $SHW, $ENB. The full ranking of 25 similar funds is below.

#1Cobblestone Asset Management LLCPassive
Some overlap · 4 shared positions
$GMM$ETHA$IBIT$PM
$222M
73 positions
#2Revisor Wealth Management LLCPassive
Some overlap · 5 shared positions
$GMM$SHW$ENB$WFC$PM
$362M
327 positions
#3Tranquilli Financial Advisor LLCPassive
Some overlap · 6 shared positions
$GMM$ENB$BKNG$MS$WFC$PM
$171M
132 positions
#4NavPoint Financial, Inc.Active
Some overlap · 5 shared positions
$GMM$ARKO$IBIT$SHW$GBTC
$247M
71 positions
#5Zinnia Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$GMM$IBIT$ETHA
$89M
96 positions
#6MATAURO, LLCActive
Some overlap · 4 shared positions
$GMM$IBIT$MSTR$NU
$692M
145 positions
#7Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$GMM$ARKO$WFC
$253M
126 positions
#8Archer Investment Management, LLCPassive
Some overlap · 3 shared positions
$GMM$IBIT$MS
$238M
108 positions
#9Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$GMM$IBIT$WFC
$225M
196 positions
#10Atlas Private Wealth AdvisorsPassive
Some overlap · 4 shared positions
$GMM$ARKO$MS$IBIT
$425M
132 positions
#11Sanchez Levi GarrettActive
Some overlap · 5 shared positions
$GMM$ETHA$IBIT$SHW$SBUX
$159M
74 positions
#12LexAurum Advisors, LLCPassive
Some overlap · 4 shared positions
$GMM$SHW$MS$WFC
$771M
400 positions
#13LEGACY SOLUTIONS, LLCActive
Some overlap · 4 shared positions
$GMM$ARKO$MS$GBTC
$108M
77 positions
#14Financial Gravity Asset Management, Inc.Passive
Some overlap · 3 shared positions
$GMM$SHW$SBUX
$562M
973 positions
#15Integrated Capital Management, LLCActive
Slight overlap · 3 shared positions
$GMM$SHW$IBIT
$237M
62 positions
#16Brio Consultants, LLCActive
Slight overlap · 4 shared positions
$GMM$NU$MS$WFC
$818M
152 positions
#17Raleigh Capital Management Inc.Passive
Slight overlap · 3 shared positions
$GMM$ENB$PM
$290M
775 positions
#18ORBA Wealth Advisors, L.L.C.Passive
Slight overlap · 3 shared positions
$GMM$MDY$SBUX
$84M
65 positions
#19Livet Wealth, LLCPassive
Slight overlap · 3 shared positions
$GMM$MDY$NU
$157M
117 positions
#20Lauer Wealth, LLCActive
Slight overlap · 4 shared positions
$ARKO$ETHA$IBIT$MSTR
$126M
67 positions
#21Vienna Asset Management LLCPassive
Slight overlap · 4 shared positions
$ARKO$ETHA$IBIT$MSTR
$129M
60 positions
#22VICTORY FINANCIAL GROUP, LLCPassive
Slight overlap · 5 shared positions
$GMM$ARKO$MDY$MS$PM
$814M
348 positions
#23Baer Investment Advisory LLCPassive
Slight overlap · 5 shared positions
$GMM$ARKO$MDY$MS$PM
$814M
348 positions
#24Tradewinds Capital Management, LLCActive
Slight overlap · 3 shared positions
$GMM$SBUX$WFC
$504M
719 positions
#25KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$GMM$MS$WFC
$743M
262 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.