How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Avant Financial Advisors

13F Portfolio OverlapQ1 2026Avant Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Avant Financial Advisors LLC is an institutional investor managing $161M across 69 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 Avant Financial Advisors are Shotwell Rutter Baer, Morton Brown Family Wealth,, Equita Financial Network,, with shared positions in $TXN, $USB, $AMN, $COP, $NKE, $EPAM. The full ranking of 25 similar funds is below.

#1Shotwell Rutter Baer IncActive

Substantial overlap · 5 shared positions

$TXN $USB $AMN $COP $NKE

$170M

38 positions

#2Morton Brown Family Wealth, LLCActive

Notable overlap · 4 shared positions

$AMN $USB $TXN $COP

$378M

292 positions

#3Equita Financial Network, Inc.Active

Notable overlap · 4 shared positions

$USB $TXN $COP $AMN

$318M

87 positions

#4ACTION POINT FINANCIAL PLANNING, LLCActive

Notable overlap · 3 shared positions

$USB $AMN $COP

$112M

69 positions

#5Greenspring Advisors, LLCActive

Notable overlap · 6 shared positions

$COP $USB $EPAM $AMN $NKE $UNIT

$1.6B

318 positions

#6SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Notable overlap · 3 shared positions

$AMN $USB $COP

$154M

39 positions

#7KEYVANTAGE WEALTH, LLCActive

Notable overlap · 3 shared positions

$TXN $USB $COP

$227M

92 positions

#8Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $USB $COP $UNIT

$98M

68 positions

#9Foundation Wealth Management, LLC\PAActive

Notable overlap · 7 shared positions

$USB $COP $EPAM $NKE $SNOW $AMN

$284M

91 positions

#10Financial Futures Ltd Liability Co.Active

Notable overlap · 5 shared positions

$USB $AMN $NKE $SNOW $UNIT

$228M

72 positions

#11ATLas Financial Planning LLCActive

Notable overlap · 3 shared positions

$USB $AMN $NKE

$112M

69 positions

#12Golden Bell Financial Planning LLCActive

Notable overlap · 3 shared positions

$USB $AMN $NKE

$125M

37 positions

#13Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$USB $COP $NKE $MCK

$2.1B

152 positions

#14BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$USB $TXN $NKE $UNIT

$174M

32 positions

#15BlueSky Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$USB $COP $NKE $UNIT

$777M

115 positions

#16Flagstone Financial ManagementSmart money

Notable overlap · 4 shared positions

$TXN $AMN $USB $NKE

$403M

71 positions

#17Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$USB $COP $NKE $SNOW

$184M

157 positions

#18XY Planning Network, Inc.Passive

Notable overlap · 6 shared positions

$USB $TXN $COP $AMN $EPAM $SNOW

$626M

273 positions

#19VERUS WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$USB $COP $NKE $AMN

$108M

49 positions

#20W.H. Cornerstone Investments Inc.Passive

Notable overlap · 5 shared positions

$USB $COP $TXN $AMN $SNOW

$160M

129 positions

#21Cordant, Inc.Active

Notable overlap · 5 shared positions

$USB $COP $NKE $SNOW $FIS

$246M

75 positions

#22Clarity Wealth Development LLCSmart money

Notable overlap · 4 shared positions

$USB $TXN $COP $NKE

$123M

44 positions

#23Rialto Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$COP $AMN $USB $UNIT $EPAM $SNOW

$445M

1,730 positions

#24Stone Summit Wealth LLCPassive

Notable overlap · 5 shared positions

$COP $USB $AMN $NKE $UNIT

$359M

142 positions

#25Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive

Notable overlap · 5 shared positions

$COP $USB $NKE $AMN $UNIT

$5.8B

996 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.