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Hedge Funds Similar to Aventura Private Wealth

13F Portfolio OverlapQ2 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 Q2 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 Evansbrook, BTC, GLOBALT Investments / GA, with shared positions in $MS, $CRWD, $ASML, $STX, $TXN, $WFC. The full ranking of 25 similar funds is below.

#1Evansbrook LLCActive
Notable overlap · 10 shared positions
$MS$CRWD$ASML$STX$TXN$WFC
$168M
127 positions
#2BTC Capital Management, Inc.Passive
Some overlap · 7 shared positions
$MS$CRWD$WFC$STX$ETN$TJX
$1.6B
207 positions
#3GLOBALT Investments LLC / GAActive
Some overlap · 7 shared positions
$MS$TXN$STX$WFC$ETN$ADI
$3.0B
213 positions
#4Clarendon Private LLCPassive
Some overlap · 7 shared positions
$MS$TXN$WFC$ETN$ASML$TJX
$156M
124 positions
#5Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$MS$CRWD$ASML$ETN$TJX$NEE
$1.6B
184 positions
#6Western Financial Corp/CAActive
Some overlap · 6 shared positions
$TXN$ASML$WFC$STX$ADI$CRWD
$341M
132 positions
#7NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$MS$ASML$ETN$TJX$BKNG$NEE
$1.4B
177 positions
#8Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$TXN$ASML$ETN$ADI$TJX$NEE
$170M
61 positions
#9LOM Asset Management LtdPassive
Some overlap · 6 shared positions
$MS$ASML$ADI$TJX$BKNG$NEE
$387M
279 positions
#10Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$CRWD$PLTR$ETN$TJX
$776M
493 positions
#11PITTENGER & ANDERSON INCPassive
Some overlap · 5 shared positions
$MS$CRWD$ASML$ETN$TJX
$2.8B
507 positions
#12FLPUTNAM INVESTMENT MANAGEMENT COActive
Some overlap · 6 shared positions
$MS$ASML$ETN$ADI$TJX$NEE
$8.4B
655 positions
#13Signet Private Wealth LLCPassive
Some overlap · 5 shared positions
$MS$TXN$ASML$ETN$NEE
$125M
127 positions
#14Spectrum Investment Advisors, Inc.Active
Some overlap · 6 shared positions
$MS$ETN$ASML$ADI$TXN$NEE
$245M
76 positions
#15HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$MS$CRWD$ASML$TJX$NEE
$1.7B
479 positions
#16ST GERMAIN D J CO INCPassive
Some overlap · 6 shared positions
$ASML$WFC$ETN$TJX$BKNG$NEE
$2.8B
914 positions
#17CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$MS$WFC$PLTR$ETN$TJX
$1.2B
153 positions
#18PAYDEN & RYGELPassive
Some overlap · 5 shared positions
$MS$TXN$ETN$ADI$TJX
$1.3B
131 positions
#19Severin Investments, LLCPassive
Some overlap · 5 shared positions
$MS$CRWD$WFC$ASML$NEE
$133M
174 positions
#20Night Squared LPPassive
Some overlap · 5 shared positions
$TXN$ASML$STX$ETN$ADI
$930M
69 positions
#21B. Riley Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$CRWD$PLTR$STX$ETN$TJX
$1.9B
914 positions
#22PROFUND ADVISORS LLCPassive
Some overlap · 7 shared positions
$TXN$ADI$PLTR$STX$CRWD$BKNG
$3.6B
1,175 positions
#23Invesco Ltd.Passive
Some overlap · 7 shared positions
$TXN$PLTR$STX$ADI$CRWD$ASML
$1.3T
3,819 positions
#24NVWM, LLCPassive
Some overlap · 5 shared positions
$ASML$WFC$CRWD$MS$TJX
$496M
780 positions
#25GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 6 shared positions
$ASML$STX$TXN$PLTR$CRWD$ADI
$8.3B
587 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.