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Hedge Funds Similar to Advocate Investing Services

13F Portfolio OverlapQ2 2026Advocate Investing Services portfolio →
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Most similar hedge funds by 13F overlap

Advocate Investing Services LLC is an institutional investor managing $130M across 460 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 Advocate Investing Services are FIGURE 8 INVESTMENT STRATEGIES, V2 Financial group, MWA Asset, with shared positions in $FSLR, $DE, $TJX, $AZN, $DIS, $BAH. The full ranking of 25 similar funds is below.

#1FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$FSLR$DE$TJX$AZN$DIS
$118M
56 positions
#2V2 Financial group LLCSmart money
Some overlap · 3 shared positions
$BAH$DIS$MO
$268M
123 positions
#3MWA Asset ManagementPassive
Some overlap · 4 shared positions
$URI$DE$TJX$KMB
$221M
129 positions
#4Fluent Financial, LLCActive
Some overlap · 4 shared positions
$KMB$CLX$KHC$CPB
$280M
57 positions
#5Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$KMB$CLX$KHC$MO
$112M
63 positions
#6Mandatum Life Insurance Co LtdSmart money
Some overlap · 5 shared positions
$KMB$TJX$DE$CCZ$DIS
$540M
90 positions
#7Leibman Financial Services, Inc.Passive
Some overlap · 4 shared positions
$URI$FSLR$DIS$DE
$150M
46 positions
#8NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$URI$TJX$DE$DIS$AMT
$2.7B
200 positions
#9SWP Investment Management LLCPassive
Some overlap · 3 shared positions
$URI$TJX$AZN
$145M
43 positions
#10Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$DE$CLX$MO$CPB
$955M
337 positions
#11ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 3 shared positions
$BAH$DE$DIS
$117M
85 positions
#12Thrive Capital Management, LLCPassive
Some overlap · 4 shared positions
$KMB$KHC$MO$CCZ
$530M
170 positions
#13Brindle & Bay Financial Advisors, LLCActive
Some overlap · 4 shared positions
$KMB$KHC$MO$CCZ
$200M
86 positions
#14Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$URI$TJX$DE
$242M
228 positions
#15BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$URI$TJX$AZN
$171M
116 positions
#16Gilman Hill Asset Management, LLCPassive
Some overlap · 4 shared positions
$CLX$KMB$FLNG$CCZ
$731M
236 positions
#17New England Research & Management, Inc.Passive
Some overlap · 3 shared positions
$URI$AZN$KMB
$257M
134 positions
#18TODD ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$URI$FSLR$MO$VALE
$5.6B
182 positions
#19McKinney Capital Management, LLCActive
Some overlap · 4 shared positions
$CPB$MO$KHC$CCZ
$254M
87 positions
#20Presper Financial Architects, LLCSmart money
Some overlap · 3 shared positions
$BAH$TJX$DIS
$192M
55 positions
#21Border to Coast Pensions Partnership LtdActive
Some overlap · 5 shared positions
$DE$AZN$TJX$DIS$AMT
$6.8B
90 positions
#22Strategic Wealth Partners, Ltd.Passive
Some overlap · 3 shared positions
$URI$TJX$AZN
$1.6B
1,462 positions
#23Harrington Investments, INCPassive
Some overlap · 3 shared positions
$FSLR$DE$TJX
$206M
82 positions
#24Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$TJX$KHC$MO$AMT
$334M
127 positions
#25Altrius Capital Management IncPassive
Some overlap · 4 shared positions
$KHC$AZN$MO$BP
$526M
89 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.