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Hedge Funds Similar to Sovran Advisors

13F Portfolio OverlapQ2 2026Sovran Advisors portfolio →
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Most similar hedge funds by 13F overlap

Sovran Advisors, LLC is an institutional investor managing $1.3B across 615 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 Sovran Advisors are Robinson Value , Ltd., Hartmann Taylor Wealth, Faithward Advisors, with shared positions in $QCOM, $SLV, $IAU, $DVN, $GSG, $DOV. The full ranking of 25 similar funds is below.

#1Robinson Value Management, Ltd.Passive
Some overlap · 5 shared positions
$QCOM$SLV$IAU$DVN$GSG
$187M
75 positions
#2Hartmann Taylor Wealth Management, LLCActive
Some overlap · 4 shared positions
$DOV$PLTR$SLV$ASML
$151M
54 positions
#3Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$SLV$IAU$ASML$IBKR
$819M
339 positions
#4PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 4 shared positions
$DOV$PLTR$IBIT$IAU
$312M
131 positions
#5Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$QCOM$PLTR$IBIT$IAU
$508M
137 positions
#6Orion Investment CoActive
Some overlap · 4 shared positions
$PLTR$QCOM$IONS$ASML
$343M
73 positions
#7Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$DOV$IBIT$SLV$IAU
$166M
570 positions
#8Proficio Capital Partners LLCPassive
Some overlap · 4 shared positions
$DOV$IBIT$SLV$IAU
$2.8B
691 positions
#9New England Professional Planning Group Inc.Smart money
Some overlap · 4 shared positions
$DOV$SLV$QCOM$IAU
$268M
50 positions
#10Prospera Capital Management, LLCActive
Some overlap · 4 shared positions
$PLTR$QCOM$IAU$ASML
$320M
63 positions
#11NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$DOV$IBIT$IAU$PLTR
$270M
74 positions
#12Ameliora Wealth Management Ltd.Passive
Some overlap · 5 shared positions
$DOV$SLV$IAU$IBKR$IBIT
$337M
229 positions
#13Sageworth Trust CoActive
Some overlap · 5 shared positions
$DOV$IBIT$ASML$IAU$PLTR
$2.5B
127 positions
#14Addison Capital CoActive
Some overlap · 3 shared positions
$DOV$QCOM$IBIT
$610M
184 positions
#15Allie Family Office LLCActive
Some overlap · 4 shared positions
$DOV$IBIT$IAU$ASML
$269M
107 positions
#16Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$DOV$SLV$IAU$IBIT
$1.1B
197 positions
#17Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$DOV$SLV$IAU$PLTR
$437M
707 positions
#18Shade Tree Advisors LLCSmart money
Some overlap · 4 shared positions
$QCOM$IBIT$USAR$DOV
$172M
29 positions
#19Vantage Point Financial LLCPassive
Some overlap · 4 shared positions
$DOV$PLTR$SLV$IAU
$328M
188 positions
#20Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 3 shared positions
$DOV$PLTR$IAU
$252M
108 positions
#21Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$QCOM$IAU
$1.2B
127 positions
#22SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$DOV$QCOM$IAU
$216M
78 positions
#23Cambridge Financial Group, LLCActive
Some overlap · 3 shared positions
$QCOM$DOV$IBIT
$318M
155 positions
#24Financial Planning Navigators CORPActive
Some overlap · 3 shared positions
$DOV$PLTR$ASML
$267M
70 positions
#25ALTERNA WEALTH MANAGEMENT, INCActive
Some overlap · 4 shared positions
$IBIT$SLV$IAU$ASML
$174M
109 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.