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Hedge Funds Similar to Odyssey Advisors,

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

Odyssey Capital Advisors, Inc. is an institutional investor managing $112M across 97 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 Odyssey Advisors, are Financial Freedom,, Advantage, Guardian ,, with shared positions in $SHW, $MAR, $USB, $HSY, $NOW, $HUM. The full ranking of 25 similar funds is below.

#1Financial Freedom, LLCPassive
Notable overlap · 5 shared positions
$SHW$MAR$USB$HSY$NOW
$201M
426 positions
#2Advantage Trust CoActive
Notable overlap · 5 shared positions
$SHW$MAR$HUM$SAN$HSY
$223M
123 positions
#3Guardian Capital, LLCPassive
Notable overlap · 5 shared positions
$SHW$MAR$DIA$MS$REGN
$105M
81 positions
#4Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 6 shared positions
$MAR$SAN$USB$HUM$AXP$CRWD
$153M
344 positions
#5Kraft, Davis & Associates, LLCPassive
Notable overlap · 4 shared positions
$SHW$SAN$HUM$NKE
$469M
151 positions
#6Portfolio Strategies, Inc.Active
Notable overlap · 4 shared positions
$SHW$MAR$USB$MS
$811M
75 positions
#7MFA WEALTH ADVISORS, LLCActive
Notable overlap · 6 shared positions
$SHW$USB$AXP$SAN$PANW$MAR
$508M
88 positions
#8Alexis Investment Partners, LLCActive
Notable overlap · 4 shared positions
$SHW$HUM$MAR$DIA
$145M
35 positions
#9Mosaic Advisors LLCPassive
Notable overlap · 4 shared positions
$SHW$HUM$DIA$MAR
$67M
42 positions
#10WNY Asset Management, LLCPassive
Notable overlap · 5 shared positions
$SHW$SAN$MS$HUM$REGN
$967M
249 positions
#11ESG Planning DBA Harper InvestingPassive
Notable overlap · 5 shared positions
$MAR$SHW$HSY$CRWD$PANW
$229M
75 positions
#12Plotkin Financial Advisors, LLCActive
Notable overlap · 6 shared positions
$SHW$HUM$PANW$USB$SAN$ANET
$199M
100 positions
#13SNOWWATER INVESTMENT PARTNERS, LLCPassive
Notable overlap · 5 shared positions
$MAR$HUM$DIA$MS$CRWD
$106M
89 positions
#14SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 5 shared positions
$SHW$USB$NOW$ANET$PANW
$191M
88 positions
#15Shira Ridge Wealth ManagementActive
Some overlap · 5 shared positions
$MAR$SE$HUM$NOW$SYK
$253M
79 positions
#16CVA Family Office, LLCPassive
Some overlap · 5 shared positions
$MAR$HUM$NKE$MS$USB
$950M
1,838 positions
#17Osbon Capital Management LLCPassive
Some overlap · 5 shared positions
$MAR$SHW$DIA$CRWD$HUM
$123M
493 positions
#18Snider Financial GroupPassive
Some overlap · 7 shared positions
$SE$HUM$SHW$PANW$CRWD$ANET
$331M
102 positions
#19White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$MAR$HUM$USB$NOW
$721M
145 positions
#20Bay Rivers GroupPassive
Some overlap · 5 shared positions
$SHW$HUM$USB$DIA$NOW
$240M
109 positions
#21Tandem Investment Partners LLCPassive
Some overlap · 4 shared positions
$MAR$USB$HUM$REGN
$118M
73 positions
#22KELLY FINANCIAL GROUP LLCActive
Some overlap · 3 shared positions
$SHW$NKE$SE
$398M
100 positions
#23Trademark Financial Management, LLCPassive
Some overlap · 6 shared positions
$SHW$NKE$USB$HUM$MS$REGN
$204M
102 positions
#24Joseph P. Lucia & Associates, LLCPassive
Some overlap · 4 shared positions
$SHW$HUM$SAN$UBER
$280M
169 positions
#25Madden Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$MAR$HUM$HSY$SHW
$254M
108 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.