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Hedge Funds Similar to Aventus Investment Advisors,

13F Portfolio OverlapQ1 2026Aventus Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Aventus Investment Advisors, Inc. is an institutional investor managing $118M across 148 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 Aventus Investment Advisors, are American Money ,, Cornerstone Financial, Calder Financial, with shared positions in $UPST, $SNOW, $MAR, $INTU, $HUM, $HSY. The full ranking of 25 similar funds is below.

#1American Money Management, LLCActive
Notable overlap · 4 shared positions
$UPST$SNOW$MAR$INTU
$632M
168 positions
#2Cornerstone Financial Management LLCPassive
Notable overlap · 3 shared positions
$UPST$SNOW$HUM
$109M
1,311 positions
#3Calder Financial LLCActive
Notable overlap · 5 shared positions
$UPST$SNOW$MAR$HUM$HSY
$101M
40 positions
#4Beacon Capital Management, Inc.Active
Notable overlap · 4 shared positions
$UPST$SNOW$MAR$HSY
$1.8B
57 positions
#5ORSER CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$UPST$MAR$HUM
$153M
46 positions
#6AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$UPST$MAR$HSY$LOW$FDX
$445M
77 positions
#7Oak Harvest Investment ServicesPassive
Notable overlap · 3 shared positions
$UPST$MAR$HUM
$958M
176 positions
#8Berkshire BankPassive
Notable overlap · 3 shared positions
$UPST$SNOW$HUM
$488M
157 positions
#9GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$UPST$HUM$MAR
$128M
42 positions
#10Wolff Financial Management LLCActive
Notable overlap · 3 shared positions
$UPST$MAR$HUM
$453M
103 positions
#11WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$UPST$HUM$SNOW$LOW
$350M
95 positions
#12TrueWealth Financial PartnersActive
Notable overlap · 5 shared positions
$UPST$SNOW$INTU$BABA$RY
$251M
66 positions
#13Level Financial AdvisorsActive
Notable overlap · 3 shared positions
$UPST$SNOW$HUM
$392M
92 positions
#14Safir Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$UPST$SNOW$HUM
$138M
19 positions
#15Cascade Wealth Advisors, IncActive
Notable overlap · 3 shared positions
$UPST$HUM$SNOW
$228M
60 positions
#16Warwick Investment Management, Inc.Active
Notable overlap · 3 shared positions
$UPST$SNOW$MAR
$690M
137 positions
#17IFC & Insurance Marketing, Inc.Active
Notable overlap · 3 shared positions
$UPST$SNOW$MAR
$96M
72 positions
#18Morling Financial Advisors, LLCActive
Some overlap · 4 shared positions
$UPST$HUM$SNOW$INVH
$325M
108 positions
#19SCRATCH CAPITAL LLCActive
Some overlap · 3 shared positions
$UPST$SNOW$INTU
$175M
45 positions
#20MAYPORT, LLCActive
Some overlap · 3 shared positions
$UPST$HUM$SNOW
$538M
130 positions
#21Five Oceans AdvisorsActive
Some overlap · 3 shared positions
$UPST$RY$AZN
$276M
193 positions
#22O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$UPST$HSY$MPC
$124M
55 positions
#23MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 3 shared positions
$UPST$HSY$PLD
$295M
82 positions
#24Orgel Wealth Management, LLCActive
Some overlap · 3 shared positions
$UPST$HUM$SNOW
$4.6B
95 positions
#25Grove Street Fiduciary, LLCActive
Some overlap · 4 shared positions
$SNOW$UPST$MAR$HUM
$227M
74 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.