13F Pro

Hedge Funds Similar to ADE

13F Portfolio OverlapQ2 2026ADE portfolio →
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Most similar hedge funds by 13F overlap

ADE, LLC is an institutional investor managing $237M across 93 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 ADE are Consolidated Planning, CERTIOR FINANCIAL GROUP, Planning Strategies, with shared positions in $BAH, $PM, $ADI, $SPCX, $DOV, $ECL. The full ranking of 25 similar funds is below.

#1Consolidated Planning CorpActive
Substantial overlap · 4 shared positions
$BAH$PM$ADI$SPCX
$735M
186 positions
#2CERTIOR FINANCIAL GROUP, LLCPassive
Notable overlap · 3 shared positions
$BAH$DOV$ECL
$184M
143 positions
#3Planning Strategies Inc.Active
Notable overlap · 3 shared positions
$BAH$PM$HSY
$169M
1,159 positions
#4Souders Financial AdvisorsPassive
Notable overlap · 3 shared positions
$BAH$PM$AMGN
$994M
224 positions
#5D'Orazio & Associates, Inc.Active
Notable overlap · 4 shared positions
$BAH$BA$PM$AMGN
$864M
322 positions
#6Evergreen Wealth Solutions, LLCPassive
Notable overlap · 3 shared positions
$BAH$DOV$AMGN
$1.9B
515 positions
#7Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$BAH$DOV$ADI
$830M
159 positions
#8National Wealth Management Group, LLCPassive
Notable overlap · 3 shared positions
$BAH$ADI$AMGN
$347M
214 positions
#9Knoll Capital Management, LLCActive
Some overlap · 4 shared positions
$BAH$PHYS$PSLV$PM
$179M
37 positions
#10Gutierrez Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$BAH$DOV$AMGN
$173M
70 positions
#11Lighthouse Financial LLCActive
Some overlap · 3 shared positions
$BAH$AMGN$DOV
$222M
98 positions
#12Harbor Group, Inc.Active
Some overlap · 3 shared positions
$BAH$ADI$SPCX
$849M
121 positions
#13Wingate Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$BAH$PM$WM
$241M
128 positions
#14Asset One Wealth Management LLCPassive
Some overlap · 5 shared positions
$PHYS$SII$BAH$PSLV$WM
$948M
347 positions
#15HC Advisors, LLCActive
Some overlap · 5 shared positions
$PHYS$SII$PSLV$WM$BA
$165M
62 positions
#16ALONGSIDE, LLCPassive
Some overlap · 5 shared positions
$PHYS$DOV$PSLV$PM$BA
$525M
190 positions
#1749 WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PHYS$DOV$PSLV$PM$BA
$524M
189 positions
#18Empire Financial Management Company, LLCPassive
Some overlap · 4 shared positions
$PHYS$AMGN$EMR$HSY
$253M
139 positions
#19Capital Wealth Alliance, LLCActive
Some overlap · 4 shared positions
$PHYS$SII$PSLV$MRVL
$229M
100 positions
#20New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$PHYS$SII$PSLV
$669M
62 positions
#21Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 3 shared positions
$PHYS$SII$PSLV
$250M
217 positions
#22TrustWell Financial Advisors, LLCActive
Some overlap · 3 shared positions
$PHYS$DOV$PSLV
$118M
74 positions
#23O'Brien Greene & Co. IncPassive
Some overlap · 4 shared positions
$PHYS$AMGN$EMR$WM
$362M
141 positions
#24SPROTT INC.Active
Some overlap · 3 shared positions
$PHYS$SII$PSLV
$3.2B
268 positions
#25Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$PHYS$DOV$PM
$277M
87 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.