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Hedge Funds Similar to Aznar Financial Advisors,

13F Portfolio OverlapQ4 2025Aznar Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Aznar Financial Advisors, LLC is an institutional investor managing $104M across 31 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Aznar Financial Advisors, are Madson Wealth Advisors, Juno Financial Group, Ballast Financial Advisors, with shared positions in $HUM, $SE, $DHR, $IAU, $PM, $USB. The full ranking of 25 similar funds is below.

#1Madson Wealth Advisors IncPassive
Notable overlap · 4 shared positions
$HUM$SE$DHR$IAU
$120M
84 positions
#2Juno Financial Group LLCActive
Notable overlap · 4 shared positions
$HUM$SE$DHR$PM
$255M
70 positions
#3Ballast Financial Advisors LLCActive
Notable overlap · 4 shared positions
$HUM$DHR$IAU$USB
$98M
68 positions
#4Stokes Family Office, LLCPassive
Notable overlap · 4 shared positions
$HUM$SE$IAU$PM
$969M
276 positions
#5Firestone Capital ManagementPassive
Notable overlap · 4 shared positions
$HUM$IAU$DHR$USB
$480M
160 positions
#6Hubbell Strickland Wealth Management, LLCActive
Notable overlap · 3 shared positions
$HUM$DHR$PM
$251M
83 positions
#7KITCHING PARTNERS, LLCActive
Notable overlap · 3 shared positions
$HUM$IAU$PM
$109M
40 positions
#8Aurdan Capital Management, LLCActive
Notable overlap · 3 shared positions
$HUM$USB$PM
$333M
88 positions
#9Fullerton Advisors, LLCActive
Notable overlap · 3 shared positions
$HUM$USB$DHR
$97M
53 positions
#10Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$HUM$USB$SE
$341M
64 positions
#11Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$HUM$PM$USB
$302M
51 positions
#12Triavera Capital LLCActive
Notable overlap · 3 shared positions
$TKO$DHR$PM
$167M
16 positions
#13Granite FO LLCActive
Notable overlap · 3 shared positions
$HUM$PM$IAU
$169M
170 positions
#14Interactive Financial AdvisorsActive
Notable overlap · 4 shared positions
$HUM$SE$IAU$USB
$153M
78 positions
#15Compass Financial Group, Inc. (Ohio)Active
Notable overlap · 3 shared positions
$HUM$IAU$USB
$137M
45 positions
#16Snider Financial GroupPassive
Notable overlap · 3 shared positions
$HUM$SE$DHR
$331M
102 positions
#17Gerald Baker Financial Group LLCPassive
Notable overlap · 3 shared positions
$HUM$DHR$PM
$253M
107 positions
#18Tide Cove Capital Partners LLCSmart money
Notable overlap · 3 shared positions
$HUM$DHR$USB
$147M
13 positions
#19Capital Advisors Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$USB$IAU
$745M
219 positions
#20VPR Management LLCActive
Notable overlap · 3 shared positions
$HUM$IAU$SE
$250M
65 positions
#21Accretive Wealth Partners, LLCPassive
Notable overlap · 4 shared positions
$HUM$IAU$USB$PM
$356M
180 positions
#22Infinity Wealth Counsel, LLCPassive
Some overlap · 3 shared positions
$HUM$IAU$DHR
$109M
63 positions
#23Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$IAU$USB$DHR
$250M
153 positions
#24Dentgroup LLC
Some overlap · 4 shared positions
$HUM$DHR$SE$IAU
$146M
93 positions
#25Note Advisors, LLCActive
Some overlap · 4 shared positions
$HUM$DHR$IAU$TKO
$200M
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.