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Hedge Funds Similar to Advisory Advocates

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

Advisory Advocates, LLC is an institutional investor managing $117M across 188 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 Advisory Advocates are PMG Family Office, BLUE BELL PRIVATE WEALTH, Smith Asset, with shared positions in $STK, $ADX, $ETV, $UTF, $QQQX, $TBLD. The full ranking of 25 similar funds is below.

#1PMG Family Office LLCPassive
Notable overlap · 8 shared positions
$STK$ADX$ETV$UTF$QQQX$TBLD
$109M
114 positions
#2BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ADX$RVT$STEW
$802M
716 positions
#3Smith Asset Management Co., LLCActive
Some overlap · 5 shared positions
$UTF$ASGI$PTY$CSQ$STK
$127M
70 positions
#4FCA CORP /TXPassive
Some overlap · 4 shared positions
$ADX$BTO$AMGN$CSX
$406M
203 positions
#5C2C Wealth Management, LLCPassive
Some overlap · 4 shared positions
$UTF$MPLX$PTY$AMGN
$128M
95 positions
#6Hardworking Capital Advisors, LLCActive
Some overlap · 5 shared positions
$AMGN$MNST$MSCI$ROL$AZO
$122M
84 positions
#7Shaker Financial Services, LLCPassive
Some overlap · 3 shared positions
$RVT$STEW$CSQ
$319M
148 positions
#8Comprehensive Money Management Services LLC
Some overlap · 3 shared positions
$RVT$BX$IAU
$159M
200 positions
#9Cypress Capital Management LLC (WY)Active
Some overlap · 3 shared positions
$RVT$QQQX$HEI
$120M
213 positions
#10Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$ETV$NEE$BX
$131M
63 positions
#11Mount Lucas Management LPPassive
Some overlap · 4 shared positions
$MNST$COR$GL$ROL
$281M
166 positions
#12B & T Capital Management DBA Alpha Capital ManagementPassive
Some overlap · 4 shared positions
$MSCI$AMGN$BX$NEE
$770M
129 positions
#13Sustainable Insight Capital Management, LLC
Some overlap · 5 shared positions
$MSCI$GL$TDG$CSX$MNST
$298M
86 positions
#14Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$AMGN$MAIN$IAU$NEE
$710M
193 positions
#15CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 4 shared positions
$AMGN$MNST$NEE$MSCI
$1.2B
203 positions
#16Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$MNST$BX$IAU$TDG
$412M
181 positions
#17Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$AMGN$IAU$NEE$CSX
$227M
73 positions
#18JMAC ENTERPRISES LLCActive
Some overlap · 4 shared positions
$AMGN$IAU$BX$NEE
$593M
122 positions
#19Red Door Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$BX$AZO$TDG
$1.1B
320 positions
#20EQ WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$AMGN$IAU$CSX$COR
$182M
57 positions
#21Accel Wealth ManagementPassive
Some overlap · 4 shared positions
$UTF$PTY$BX$RVT
$444M
305 positions
#22Susquehanna Portfolio Strategies, LLCPassive
Some overlap · 4 shared positions
$MNST$AMGN$COR$AZO
$6.3B
833 positions
#23Providence Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$ADX$AMGN$NEE
$170M
84 positions
#241607 Capital Partners, LLCActive
Some overlap · 3 shared positions
$STEW$QQQX$CSQ
$1.1B
141 positions
#25RB Capital Management, LLC
Some overlap · 4 shared positions
$ADX$AMGN$RVT$AZO
$513M
204 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.