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Hedge Funds Similar to Advocate Investing Services

13F Portfolio OverlapQ1 2026Advocate Investing Services portfolio →
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Most similar hedge funds by 13F overlap

Advocate Investing Services LLC is an institutional investor managing $118M across 448 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 Advocate Investing Services are Advantage,, CORA ADVISORS, Vigil Wealth ,, with shared positions in $BAH, $HUM, $RELX, $KKR, $MAR, $MO. The full ranking of 25 similar funds is below.

#1Capital Advantage, Inc.Active
Notable overlap · 4 shared positions
$BAH$HUM$RELX$KKR
$765M
145 positions
#2CORA CAPITAL ADVISORS LLCActive
Notable overlap · 3 shared positions
$BAH$HUM$MAR
$302M
134 positions
#3Vigil Wealth Management, LLCActive
Notable overlap · 4 shared positions
$BAH$KKR$MO$HUM
$124M
75 positions
#4ADE, LLCActive
Notable overlap · 3 shared positions
$BAH$PHYS$KKR
$209M
86 positions
#5D'Orazio & Associates, Inc.Active
Notable overlap · 4 shared positions
$BAH$UNH$MAR$HUM
$772M
299 positions
#6BNB Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$BAH$URI$MAR
$156M
90 positions
#7OakTrust Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$BAH$HUM$TJX
$110M
68 positions
#8Cornerstone Advisory, LLCPassive
Notable overlap · 4 shared positions
$HUM$BAH$KKR$MAR
$1.1B
262 positions
#9National Wealth Management Group, LLCPassive
Some overlap · 3 shared positions
$BAH$MAR$HUM
$269M
215 positions
#10Swisher Financial Concepts, Inc.Passive
Some overlap · 3 shared positions
$BAH$MO$URI
$179M
102 positions
#11DAHRING {-} CUSMANO LLCActive
Some overlap · 3 shared positions
$BAH$HUM$KKR
$163M
58 positions
#12Rubicon Advisors, GPPassive
Some overlap · 3 shared positions
$BAH$MO$MAR
$115M
76 positions
#13Leo H. Evart, Inc.Passive
Some overlap · 5 shared positions
$HUM$BAH$MAR$KKR$UNH
$117M
298 positions
#14Baltimore-Washington Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$HUM$KKR$MAR$TJX
$2.3B
186 positions
#15Mascagni Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$BAH$KKR$HUM$MAR
$140M
127 positions
#16FINANCIAL CONSULATE, INCActive
Some overlap · 3 shared positions
$BAH$MAR$TJX
$803M
1,402 positions
#17Vermillion Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$HUM$KKR$MAR$DE
$255M
1,563 positions
#18High Net Worth Advisory Group LLCPassive
Some overlap · 4 shared positions
$HUM$KKR$MAR$BAH
$429M
244 positions
#19Wingate Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$HUM$BAH$MAR
$187M
121 positions
#20CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 4 shared positions
$HUM$KKR$MAR$DE
$105M
80 positions
#21Financial Perspectives, IncPassive
Some overlap · 4 shared positions
$HUM$KKR$MAR$UNH
$358M
716 positions
#22Beacon Financial Advisory LLCPassive
Some overlap · 4 shared positions
$BAH$HUM$MAR$KKR
$443M
402 positions
#23Bulwark Capital CorpActive
Some overlap · 6 shared positions
$HUM$RELX$MAR$KKR$MO$PHYS
$162M
100 positions
#24MAINSAIL ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$HUM$KKR$RELX$MAR
$223M
112 positions
#25Onyx Bridge Wealth Group LLCPassive
Some overlap · 3 shared positions
$BAH$HUM$KKR
$930M
373 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.