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Hedge Funds Similar to Aventus Investment Advisors

13F Portfolio OverlapQ2 2026Aventus Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Aventus Investment Advisors, Inc. is an institutional investor managing $136M across 157 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 Aventus Investment Advisors are Turn8 Private Wealth, Riverview, GODSEY & GIBB, with shared positions in $RY, $BLK, $BSX, $MPC, $LOW, $MDT. The full ranking of 25 similar funds is below.

#1Turn8 Private Wealth Inc.Passive
Some overlap · 4 shared positions
$RY$BLK$BSX$MPC
$150M
54 positions
#2Riverview Trust CoActive
Some overlap · 3 shared positions
$RY$BLK$LOW
$84M
166 positions
#3GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$RY$BLK$MDT$AEP
$1.2B
383 positions
#4Palisade Asset Management, LLCPassive
Slight overlap · 3 shared positions
$RY$BLK$MMM
$1.1B
204 positions
#5Fi3 FINANCIAL ADVISORS, LLCPassive
Slight overlap · 5 shared positions
$BLK$INTU$FDX$JCI$AXP
$418M
232 positions
#6FIL LtdPassive
Slight overlap · 3 shared positions
$RY$INTU$AZN
$139.3B
1,144 positions
#7CRAWFORD INVESTMENT COUNSEL INCActive
Slight overlap · 9 shared positions
$BLK$JCI$AXP$AZN$WEC$MDT
$6.0B
306 positions
#8Rempart Asset Management Inc.Active
Slight overlap · 3 shared positions
$RY$LOW$JCI
$488M
36 positions
#9EVEXIA WEALTH LLCPassive
Slight overlap · 3 shared positions
$BLK$INTU$LOW
$369M
77 positions
#10Mowery & Schoenfeld Wealth Management, LLCPassive
Slight overlap · 6 shared positions
$BLK$LOW$JCI$AXP$AZN$WEC
$73M
363 positions
#11Armor Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$RY$LOW$BSX
$312M
155 positions
#12TWO SIGMA SECURITIES, LLCPassive
Slight overlap · 4 shared positions
$BLK$INTU$FDX$BSX
$1.2B
1,668 positions
#13Alley Investment Management Company, LLCActive
Slight overlap · 4 shared positions
$BLK$INTU$PLD$WEC
$856M
89 positions
#14Randall & Associates Wealth ManagementActive
Slight overlap · 4 shared positions
$BLK$INTU$WEC$MDT
$162M
52 positions
#15ADVISORTRUST PARTNERS, LLCPassive
Slight overlap · 4 shared positions
$RY$PLD$AZN$MDT
$292M
199 positions
#16Mirabaud Asset Management LtdPassive
Slight overlap · 4 shared positions
$RY$AXP$AZN$MDT
$120M
49 positions
#17CIDEL ASSET MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$RY$AZN$WEC$TEL
$2.1B
480 positions
#18Capital Developers, LLC
Slight overlap · 3 shared positions
$RY$LOW$MPC
$111M
52 positions
#19Unisphere EstablishmentActive
Slight overlap · 3 shared positions
$BLK$INTU$BSX
$11.7B
56 positions
#20Glassy Mountain Advisors, Inc.Passive
Slight overlap · 5 shared positions
$BLK$LOW$JCI$AEP$TEL
$366M
76 positions
#21FORA Capital, LLCPassive
Slight overlap · 3 shared positions
$BLK$INTU$BSX
$1.5B
345 positions
#22Tandem Investment Advisors, Inc.Active
Slight overlap · 3 shared positions
$BLK$INTU$WEC
$1.5B
68 positions
#23BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$BLK$INTU$WEC
$499M
73 positions
#24ClearAlpha Technologies LPPassive
Slight overlap · 3 shared positions
$BLK$INTU$TEL
$58M
79 positions
#25Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Slight overlap · 3 shared positions
$RY$FDX$AXP
$127M
65 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.