13F Pro

Hedge Funds Similar to Abundance Wealth Counselors

13F Portfolio OverlapQ2 2026Abundance Wealth Counselors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Abundance Wealth Counselors is an institutional investor managing $1.5B across 317 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 Abundance Wealth Counselors are INVESTED ADVISORS, Investment Research Partners, MILESTONE ASSET, with shared positions in $VRT, $HST, $HPE, $EXC, $VZ, $AMGN. The full ranking of 25 similar funds is below.

#1INVESTED ADVISORSPassive
Some overlap · 10 shared positions
$VRT$HST$HPE$EXC$VZ$AMGN
$113M
152 positions
#2Investment Research Partners LLCPassive
Some overlap · 8 shared positions
$VRT$AMGN$MCK$HST$DE$TTE
$295M
278 positions
#3MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$VRT$VZ$AMGN$BMY$MAR$PWR
$636M
262 positions
#4Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$HPE$MCK$VZ$AMGN$BMY$DE
$347M
138 positions
#5IAM Advisory, LLCActive
Some overlap · 5 shared positions
$VRT$MCK$AMGN$BMY$NVS
$513M
107 positions
#6McKinney Capital Management, LLCActive
Some overlap · 5 shared positions
$HPE$EXC$VZ$BMY$F
$254M
87 positions
#7Avail Investment Partners, LLCPassive
Some overlap · 5 shared positions
$VRT$BMY$NVS$MCK$HPE
$130M
199 positions
#8GRIMES & Co WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$HPE$AMGN$BMY$VZ$AXP
$4.6B
449 positions
#9SS&H Financial Advisors, Inc.Passive
Some overlap · 5 shared positions
$AMGN$BMY$MCK$VZ$DE
$391M
130 positions
#10Pacer Advisors, Inc.Passive
Some overlap · 5 shared positions
$MCK$VZ$BMY$F$DAL
$39.3B
2,614 positions
#11Trinity Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$EXC$VZ$AMGN$DE$AXP
$500M
110 positions
#12GKV Capital Management Co., Inc.Passive
Some overlap · 5 shared positions
$VZ$AMGN$MAR$PWR$DE
$310M
83 positions
#13ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 5 shared positions
$MCK$VZ$PWR$DE$AMGN
$914M
1,049 positions
#14Sage Capital Advisors,llcPassive
Slight overlap · 4 shared positions
$VRT$VZ$AMGN$BMY
$482M
140 positions
#15Beacon Harbor Wealth Advisors, Inc.Passive
Slight overlap · 4 shared positions
$VRT$VZ$AMGN$BMY
$513M
70 positions
#16Fiscal Wisdom Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PCT$DE$VZ
$118M
102 positions
#17Catherine Avery Investment Management LLCPassive
Slight overlap · 4 shared positions
$HPE$VZ$AMGN$BMY
$229M
166 positions
#18Principal Street Partners, LLCPassive
Slight overlap · 4 shared positions
$HPE$VZ$AMGN$BMY
$683M
277 positions
#19Gladstone Institutional Advisory LLCPassive
Slight overlap · 3 shared positions
$PCT$AXP$PWR
$3.2B
892 positions
#20Hilton Head Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$VRT$VZ$AMGN$PWR
$198M
912 positions
#21ARS Investment Partners, LLCActive
Slight overlap · 4 shared positions
$VRT$HPE$BMY$PWR
$2.3B
181 positions
#22Titan Investment Management LLCActive
Slight overlap · 4 shared positions
$VRT$MCK$BMY$PWR
$135M
38 positions
#23Tortuga Wealth Management, IncPassive
Slight overlap · 4 shared positions
$MCK$VZ$AMGN$BMY
$132M
135 positions
#24D L CARLSON INVESTMENT GROUP INCActive
Slight overlap · 4 shared positions
$HPE$MCK$AMGN$PWR
$628M
133 positions
#25Schear Investment Advisers, LLCPassive
Slight overlap · 4 shared positions
$VRT$MCK$AMGN$DAL
$299M
83 positions

Compare Abundance Wealth Counselors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Abundance Wealth Counselors’s holdings

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.