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Hedge Funds Similar to Antonelli Financial Advisors,

13F Portfolio OverlapQ1 2026Antonelli Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Antonelli Financial Advisors, LLC is an institutional investor managing $146M across 53 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 Antonelli Financial Advisors, are Wealth Partners,, BETO FINANCIAL GROUP,, Perennial Advisors,, with shared positions in $KKR, $OTIS, $AMAT, $ARKO, $AMGN, $TJX. The full ranking of 25 similar funds is below.

#1Wealth Management Partners, LLCPassive
Some overlap · 4 shared positions
$KKR$OTIS$AMAT$ARKO
$350M
147 positions
#2BETO FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$KKR$AMAT$AMGN$OTIS$TJX
$171M
152 positions
#3Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$KKR$AMAT$AMGN$TJX$AXP
$587M
122 positions
#4Rooted Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$KKR$GSAT$OTIS$AMAT
$379M
144 positions
#5Decker Wealth Management LLCPassive
Some overlap · 4 shared positions
$KKR$GSAT$AMGN$TJX
$441M
105 positions
#6Smart Portfolios, LLCPassive
Some overlap · 4 shared positions
$OTIS$GSAT$AMGN$SYK
$100M
99 positions
#7Seek First Inc.Active
Some overlap · 3 shared positions
$KKR$AMAT$GLDM
$142M
58 positions
#8RM Financial Services, LLCActive
Some overlap · 3 shared positions
$KKR$AMAT$GLDM
$116M
75 positions
#9William Allan CorpPassive
Some overlap · 5 shared positions
$OTIS$AMAT$SYK$SCHW$AXP
$169M
59 positions
#10MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$KKR$AMAT$AMGN$LOW
$1.1B
105 positions
#11Curran Financial Partners, LLCActive
Some overlap · 5 shared positions
$KKR$GSAT$SCHW$LOW$ARKO
$559M
127 positions
#12ArborFi Advisors, LLCActive
Some overlap · 3 shared positions
$KKR$GSAT$GLDM
$122M
45 positions
#13FIRST MANHATTAN CO. LLC.Active
Some overlap · 4 shared positions
$KKR$AMAT$LOW$SNPS
$36.1B
753 positions
#14EPG Wealth Management LLCPassive
Some overlap · 4 shared positions
$KKR$AMAT$AMGN$SCHW
$369M
320 positions
#15Wisconsin Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$KKR$AMAT$GLTR$AXP
$102M
84 positions
#16DELTA FINANCIAL ADVISORS LLCPassive
Some overlap · 5 shared positions
$AMAT$KKR$AMGN$LOW$TJX
$384M
149 positions
#17LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$KKR$AMAT$LOW$SCHW
$273M
52 positions
#18Piedmont Capital Management, LLCActive
Some overlap · 4 shared positions
$KKR$GLDM$AMGN$SCHW
$197M
50 positions
#19Financial Planning Hawaii, Inc.Passive
Some overlap · 3 shared positions
$KKR$AMGN$GLDM
$170M
123 positions
#20DeDora Capital, Inc.Active
Some overlap · 3 shared positions
$KKR$AMGN$GLDM
$408M
123 positions
#21Keudell/Morrison Wealth ManagementPassive
Some overlap · 5 shared positions
$KKR$SYK$AMGN$SCHW$SNPS
$489M
245 positions
#22DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$KKR$AMGN$OTIS
$400M
202 positions
#23RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 3 shared positions
$KKR$AMAT$SCHW
$52M
36 positions
#24Aspire Capital Advisors LLCActive
Some overlap · 4 shared positions
$KKR$GSAT$ARKO$AMGN
$444M
122 positions
#25PACIFIC SUN FINANCIAL CORPPassive
Some overlap · 3 shared positions
$OTIS$KKR$ARKO
$206M
201 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.