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Hedge Funds Similar to Aventura Private Wealth,

13F Portfolio OverlapQ1 2026Aventura Private Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Aventura Private Wealth, LLC is an institutional investor managing $326M across 986 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 Aventura Private Wealth, are Unisphere Establishment, Phraction, Palacios Wealth ,, with shared positions in $TMO, $BAC, $UNH, $TJX, $DHR, $IBM. The full ranking of 25 similar funds is below.

#1Unisphere EstablishmentActive
Notable overlap · 6 shared positions
$TMO$BAC$UNH$TJX$DHR$IBM
$11.9B
50 positions
#2Phraction Management LLCActive
Notable overlap · 8 shared positions
$TMO$WFC$BAC$TXN$DHR$ASML
$483M
65 positions
#3Palacios Wealth Management, LLCActive
Notable overlap · 7 shared positions
$TMO$PLTR$BAC$AMD$MS$CRWD
$160M
75 positions
#4Chung Wu Investment Group, LLCPassive
Some overlap · 4 shared positions
$TMO$MS$GE$UNH
$116M
259 positions
#5Gainplan LLCActive
Some overlap · 5 shared positions
$TMO$AMD$DHR$PLTR$BAC
$133M
59 positions
#6MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$TMO$PLTR$ASML$IBM
$333M
113 positions
#7Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 5 shared positions
$TMO$COP$ETN$IBM$CRWD
$153M
344 positions
#8Prota Financial, LLCActive
Some overlap · 5 shared positions
$TMO$MS$TJX$GE$ETN
$138M
67 positions
#9London & Capital Asset Management LtdActive
Some overlap · 5 shared positions
$TMO$GE$AMD$UNH$IBM
$9.2B
223 positions
#10FSA Advisors, Inc.Passive
Some overlap · 3 shared positions
$TMO$PLTR$AMD
$152M
192 positions
#11M. Kraus & CoActive
Some overlap · 5 shared positions
$TMO$COP$NEE$IBM$ETN
$343M
81 positions
#12LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$TMO$GE$DHR
$279M
80 positions
#13DKRT Investments Corp.Active
Some overlap · 3 shared positions
$TMO$WFC$GE
$395M
48 positions
#14Longview Partners (Guernsey) LTDActive
Some overlap · 4 shared positions
$TMO$TXN$UNH$BKNG
$7.1B
25 positions
#15Cascade Wealth Advisors, IncActive
Some overlap · 4 shared positions
$TMO$COP$NEE$ETN
$228M
60 positions
#16WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$TMO$TXN$DHR$ASML$ADI
$1.4B
49 positions
#17Nexus Investment Management ULCActive
Some overlap · 5 shared positions
$TMO$MS$TXN$DHR$BAC
$715M
70 positions
#18J.P. Marvel Investment Advisors, LLCActive
Some overlap · 6 shared positions
$TMO$MS$GE$BAC$DHR$IBM
$705M
60 positions
#19James Hambro & Partners LLPActive
Some overlap · 5 shared positions
$TMO$TXN$TJX$IBM$DHR
$2.6B
57 positions
#20Ironvine Capital Partners, LLCActive
Some overlap · 6 shared positions
$TMO$UNH$DHR$ASML$ADI$BAC
$910M
56 positions
#21Cohen Capital Management, Inc.Passive
Some overlap · 4 shared positions
$TMO$UNH$NEE$IBM
$644M
154 positions
#22WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$TMO$DHR$UNH
$139M
42 positions
#23One River Asset Management, LLCPassive
Some overlap · 8 shared positions
$TMO$GE$BAC$PLTR$WFC$UNH
$273M
255 positions
#24BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$TMO$MS$TXN$TJX$DHR$NEE
$506M
75 positions
#25R.H. Investment Group, LLCPassive
Some overlap · 5 shared positions
$TMO$WFC$UNH$COP$PLTR
$130M
45 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.