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Hedge Funds Similar to TRED AVON FAMILY WEALTH,

13F Portfolio OverlapQ1 2026TRED AVON FAMILY WEALTH, portfolio →
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Most similar hedge funds by 13F overlap

TRED AVON FAMILY WEALTH, LLC is an institutional investor managing $301M across 261 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 TRED AVON FAMILY WEALTH, are Xcel Wealth ,, Atlas Wealth, Phraction, with shared positions in $BAC, $NEE, $ABT, $PANW, $VZ, $TJX. The full ranking of 25 similar funds is below.

#1Xcel Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$BAC$NEE$ABT$PANW$VZ$TJX
$362M
133 positions
#2Atlas Wealth LLCPassive
Some overlap · 4 shared positions
$BAC$NEE$TMO$MCD
$334M
115 positions
#3Phraction Management LLCActive
Some overlap · 5 shared positions
$BAC$TMO$DHR$ETN$MKL
$483M
65 positions
#4PATRICK M SWEENEY & ASSOCIATES, INCPassive
Some overlap · 5 shared positions
$BAC$ABT$ETN$MCD$PFE
$156M
164 positions
#5BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 4 shared positions
$BAC$MKL$MCD$PFE
$176M
78 positions
#6Caldwell Investment Management Ltd.Active
Some overlap · 4 shared positions
$BAC$TMO$TJX$PFE
$255M
57 positions
#7HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Some overlap · 3 shared positions
$BAC$MKL$NEE
$544M
97 positions
#8Danica Pension, LivsforsikringsaktieselskabPassive
Some overlap · 6 shared positions
$BAC$NEE$TMO$ABT$DHR$ETN
$5.3B
163 positions
#9Henson-Edgewater Management, LLCPassive
Some overlap · 4 shared positions
$BAC$VZ$TJX$MCD
$157M
66 positions
#10DMKC Advisory Services, LLCPassive
Some overlap · 4 shared positions
$BAC$ABT$ETN$PFE
$240M
84 positions
#11WHALEROCK POINT PARTNERS, LLCActive
Some overlap · 6 shared positions
$BAC$TMO$NEE$PANW$MCD$TJX
$518M
197 positions
#12Rachor Investment Advisory Services, LLCActive
Some overlap · 4 shared positions
$BAC$NEE$PANW$PFE
$190M
464 positions
#13DAVIS-REA LTD.Passive
Some overlap · 4 shared positions
$BAC$TMO$ABT$MCD
$384M
54 positions
#14Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$BAC$MKL$DHR$ABT$TJX
$717M
207 positions
#15DCM Advisors, LLCActive
Some overlap · 4 shared positions
$BAC$MCD$VZ$PFE
$220M
38 positions
#16FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$BAC$NEE$ABT$ETN$VZ$TJX
$1.2B
150 positions
#17R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BAC$ABT$PFE
$172M
38 positions
#18Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$BAC$NEE$ABT$VZ$PFE
$232M
44 positions
#19Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$BAC$NEE$TMO$MCD$VZ$PFE
$210M
79 positions
#20SEARLE & CO.Passive
Some overlap · 5 shared positions
$BAC$NEE$PANW$ETN$MCD
$398M
194 positions
#21Boit C F DavidPassive
Some overlap · 6 shared positions
$BAC$ABT$DHR$MCD$TMO$PFE
$225M
117 positions
#22AMF Tjanstepension ABActive
Some overlap · 5 shared positions
$BAC$ETN$MCD$VZ$NEE
$15.1B
117 positions
#23Compagnie Lombard Odier SCmAActive
Some overlap · 6 shared positions
$BAC$NEE$TMO$PANW$MCD$ETN
$8.1B
454 positions
#24Pavion Blue Capital, LLCPassive
Some overlap · 3 shared positions
$BAC$MKL$MCD
$230M
108 positions
#25Wernau Asset Management Inc.Active
Some overlap · 3 shared positions
$BAC$VZ$PFE
$143M
50 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.