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Hedge Funds Similar to ABOUND FINANCIAL

13F Portfolio OverlapQ2 2026ABOUND FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

ABOUND FINANCIAL, LLC is an institutional investor managing $251M across 297 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ABOUND FINANCIAL are Sanchez Levi Garrett, Farringdon , Ltd., Cobblestone Asset, with shared positions in $IBIT, $ETHA, $SBUX, $ENB, $MSTR, $PM. The full ranking of 25 similar funds is below.

#1Sanchez Levi GarrettActive
Notable overlap · 4 shared positions
$IBIT$ETHA$SBUX$ENB
$184M
74 positions
#2Farringdon Capital, Ltd.Passive
Notable overlap · 3 shared positions
$IBIT$ETHA$MSTR
$202M
184 positions
#3Cobblestone Asset Management LLCActive
Notable overlap · 3 shared positions
$IBIT$ETHA$PM
$240M
74 positions
#4MARIPAU WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$IBIT$BKNG$MSTR$WFC
$280M
177 positions
#5Trajan Wealth LLCActive
Some overlap · 5 shared positions
$ENB$COR$BKNG$PM$WFC
$2.6B
152 positions
#6Audent Global Asset Management, LLCPassive
Some overlap · 3 shared positions
$IBIT$MDY$SBUX
$90M
46 positions
#7Longitude (Cayman) Ltd.Passive
Some overlap · 3 shared positions
$IBIT$MSTR$NU
$314M
46 positions
#8Lauer Wealth, LLCActive
Some overlap · 3 shared positions
$IBIT$ETHA$MSTR
$167M
75 positions
#9Vienna Asset Management LLCPassive
Some overlap · 3 shared positions
$IBIT$ETHA$MSTR
$143M
73 positions
#10PROATHLETE WEALTH MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$IBIT$SBUX$PM
$404M
300 positions
#11Pilgrim Partners Asia Pte LtdActive
Some overlap · 4 shared positions
$IBIT$GBTC$NU$ETHA
$234M
108 positions
#12Oxler Private Wealth LLCActive
Some overlap · 4 shared positions
$IBIT$ETHA$CHD$MSTR
$350M
93 positions
#13MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 3 shared positions
$IBIT$PM$WFC
$230M
143 positions
#14TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$ENB$BKNG$PM$WFC
$143M
104 positions
#15SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$ENB$COR$BKNG$PM
$145M
43 positions
#16Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$IBIT$GBTC$ETHA$PM
$166M
570 positions
#17Voya Financial Advisors, Inc.Smart money
Some overlap · 5 shared positions
$BKNG$ENB$PM$SBUX$WFC
$1.1B
208 positions
#18BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$COR$BKNG$ENB$PM
$171M
116 positions
#19Avenir Tech LtdSmart money
Some overlap · 3 shared positions
$IBIT$ETHA$MSTR
$671M
32 positions
#20Kapstone Financial Advisors LLCActive
Some overlap · 4 shared positions
$IBIT$MSTR$PM$CMI
$239M
175 positions
#21Thomasville National BankPassive
Some overlap · 3 shared positions
$ENB$BKNG$PM
$1.8B
241 positions
#22Oregon Pacific Wealth Management, LLCActive
Some overlap · 4 shared positions
$COR$BKNG$PM$WFC
$107M
115 positions
#23ATLANTIC FAMILY WEALTH, LLCSmart money
Some overlap · 3 shared positions
$ENB$ETHA$PM
$156M
64 positions
#24Spahn Wealth & Retirement LLCActive
Some overlap · 3 shared positions
$IBIT$ETHA$BKNG
$155M
38 positions
#25Independence Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$COR$BKNG$PM$WFC
$199M
85 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.