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Hedge Funds Similar to Yanni & Associates Investment Advisors,

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

Yanni & Associates Investment Advisors, LLC is an institutional investor managing $108M across 34 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 Yanni & Associates Investment Advisors, are Demars Financial Group,, W ADVISORS,, Optivise Advisory Services, with shared positions in $MDLZ, $FSCO, $BMY, $KKR, $IBM, $PNC. The full ranking of 25 similar funds is below.

#1Demars Financial Group, LLCActive
Notable overlap · 3 shared positions
$MDLZ$FSCO$BMY
$304M
103 positions
#2W ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDLZ$BMY$KKR
$195M
141 positions
#3Optivise Advisory Services LLCPassive
Some overlap · 3 shared positions
$MDLZ$FSCO$KKR
$165M
183 positions
#4CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 3 shared positions
$MDLZ$BMY$IBM
$150M
86 positions
#5CONNING INC.Passive
Some overlap · 4 shared positions
$MDLZ$BMY$IBM$PNC
$3.0B
311 positions
#6ACCESS FINANCIAL SERVICES, INC.Active
Some overlap · 3 shared positions
$MDLZ$IBM$KKR
$282M
95 positions
#7Castleview Partners, LLCPassive
Some overlap · 3 shared positions
$FSCO$BMY$KKR
$195M
200 positions
#8Sandbox Financial Partners, LLCActive
Some overlap · 3 shared positions
$MDLZ$IBM$KKR
$356M
117 positions
#9KFA Private Wealth Group, LLCActive
Some overlap · 4 shared positions
$FSCO$MDLZ$KKR$IBM
$417M
160 positions
#10BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Slight overlap · 3 shared positions
$MDLZ$BMY$PNC
$2.3B
264 positions
#1144 WEALTH MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$BMY$MDLZ$IBM
$286M
183 positions
#12Excelsior Advisor Network LLCPassive
Slight overlap · 3 shared positions
$MDLZ$IBM$KKR
$263M
226 positions
#13BONNESS ENTERPRISES INCActive
Slight overlap · 3 shared positions
$BMY$MRSH$IBM
$273M
39 positions
#14Exchange BankPassive
Slight overlap · 3 shared positions
$BMY$MRSH$IBM
$144M
117 positions
#15Sivia Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$BMY$MRSH$AON
$516M
455 positions
#16CRAWFORD INVESTMENT COUNSEL INCPassive
Slight overlap · 3 shared positions
$MDLZ$MRSH$PNC
$5.9B
300 positions
#17Montis Financial, LLCActive
Slight overlap · 3 shared positions
$FSCO$KKR$IBM
$484M
150 positions
#18Dougherty Wealth Advisers LLCActive
Slight overlap · 4 shared positions
$MDLZ$KKR$PNC$AON
$158M
107 positions
#19AIMZ Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$BMY$IBM$KKR
$324M
139 positions
#20InvesTrustPassive
Slight overlap · 3 shared positions
$BMY$IBM$KKR
$238M
91 positions
#21Argyle Capital Management, LLCPassive
Slight overlap · 3 shared positions
$BMY$IBM$PNC
$308M
137 positions
#22FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Slight overlap · 3 shared positions
$BMY$IBM$PNC
$180M
96 positions
#23Sound View Wealth Advisors Group, LLCPassive
Slight overlap · 3 shared positions
$BMY$IBM$KKR
$1.5B
422 positions
#24Verity Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$BMY$IBM$KKR
$238M
213 positions
#25Bell Asset Management LtdPassive
Slight overlap · 3 shared positions
$AON$MRSH$DKS
$340M
61 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.