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Hedge Funds Similar to Advisor Network

13F Portfolio OverlapQ1 2026Advisor Network portfolio →
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Most similar hedge funds by 13F overlap

Capital Advisor Network LLC is an institutional investor managing $85M across 149 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 Advisor Network are TCP Asset ,, J HAGAN ,, Latko Wealth , Ltd., with shared positions in $DIA, $SHW, $SNOW, $WT, $IAU, $PECO. The full ranking of 25 similar funds is below.

#1TCP Asset Management, LLCActive
Some overlap · 6 shared positions
$DIA$SHW$SNOW$WT$IAU$PECO
$778M
133 positions
#2J HAGAN CAPITAL, INC.Active
Some overlap · 3 shared positions
$DIA$BAR$SHW
$185M
83 positions
#3Latko Wealth Management, Ltd.Smart money
Some overlap · 3 shared positions
$DIA$SNOW$WT
$205M
36 positions
#4ARKANSAS FINANCIAL GROUP, INC.Active
Some overlap · 3 shared positions
$DIA$WT$IAU
$717M
94 positions
#5Echo45 Advisors LLCActive
Some overlap · 3 shared positions
$DIA$SNOW$SNPS
$178M
76 positions
#6Heck Capital Advisors, LLCActive
Some overlap · 5 shared positions
$DIA$SNOW$SE$WT$IAU
$1.3B
202 positions
#7Clarity Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DIA$SNOW$SNPS
$486M
108 positions
#8ETF Store, Inc.Active
Some overlap · 5 shared positions
$BAR$SNOW$WT$IAU$REGN
$103M
100 positions
#9Osbon Capital Management LLCPassive
Some overlap · 4 shared positions
$DIA$SHW$SNOW$WT
$123M
493 positions
#10LOWERY THOMAS, LLCActive
Some overlap · 4 shared positions
$DIA$SHW$SNOW$REGN
$175M
55 positions
#11Guardian Asset Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$SHW$REGN
$171M
102 positions
#12Advyzon Investment Management, LLCPassive
Some overlap · 5 shared positions
$BAR$SHW$WT$IAU$REGN
$1.1B
675 positions
#13Beta Wealth Group, Inc.Passive
Some overlap · 3 shared positions
$DIA$SNOW$GILD
$242M
112 positions
#14Fourth Dimension Wealth, LLCPassive
Some overlap · 3 shared positions
$DIA$SNOW$WT
$264M
596 positions
#15MLP3, LLCPassive
Some overlap · 3 shared positions
$DIA$SNOW$WT
$91M
86 positions
#16Mason & Associates IncActive
Some overlap · 3 shared positions
$BAR$SHW$WT
$516M
160 positions
#17ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DIA$SHW$SNOW$SE
$301M
146 positions
#18Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$DIA$SNOW$SE
$341M
123 positions
#19Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$DIA$SNOW$WT$REGN
$99M
59 positions
#20Amplius Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$SNOW$WT$IAU
$1.2B
175 positions
#21Pettinga Financial Advisors LLCPassive
Some overlap · 3 shared positions
$DIA$SE$IAU
$531M
147 positions
#221 NORTH WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$DIA$WT$REGN
$277M
270 positions
#23Kozak & Associates, Inc.Active
Some overlap · 3 shared positions
$DIA$SHW$CSX
$576M
451 positions
#24SYKON CAPITAL LLCActive
Some overlap · 3 shared positions
$DIA$WT$RCL
$300M
88 positions
#25Maridea Wealth Management LLCPassive
Some overlap · 3 shared positions
$BAR$SHW$WT
$688M
454 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.