Hedge Funds Similar to Advyzon Investment

13F Portfolio OverlapQ2 2026Advyzon Investment portfolio →

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Most similar hedge funds by 13F overlap

Advyzon Investment Management, LLC is an institutional investor managing $1.4B across 754 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 Advyzon Investment are Novak & Powell Financial Services, Sepio, Keystone Financial Services, with shared positions in $IAU, $PM, $GLW, $TXN, $BAR. The full ranking of 25 similar funds is below.

#1Novak & Powell Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$IAU $PM $GLW $TXN

$212M

171 positions

#2Sepio Capital, LPActive

Slight overlap · 4 shared positions

$IAU $PM $GLW $TXN

$2.0B

346 positions

#3Keystone Financial ServicesActive

Slight overlap · 3 shared positions

$388M

131 positions

#4ShoreHaven Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$318M

106 positions

#5Verus Financial Partners, Inc.Smart money

Slight overlap · 3 shared positions

$1.2B

127 positions

#6Verity Asset Management, Inc.Passive

Slight overlap · 3 shared positions

$264M

223 positions

#7Exchange BankPassive

Slight overlap · 3 shared positions

$161M

130 positions

#8Icon Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$1.7B

420 positions

#9China Universal Asset Management Co., Ltd.Passive

Slight overlap · 3 shared positions

$1.7B

513 positions

#10CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Slight overlap · 3 shared positions

$1.5B

184 positions

#11LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$2.5B

117 positions

#12STRATEGY ASSET MANAGERS LLCPassive

Slight overlap · 3 shared positions

$670M

265 positions

#13LONDON CO OF VIRGINIAActive

Slight overlap · 3 shared positions

$17.5B

169 positions

#14SEARLE & CO.Passive

Slight overlap · 3 shared positions

$445M

194 positions

#15FIRST FOUNDATION ADVISORSActive

Slight overlap · 3 shared positions

$2.8B

354 positions

#16Roehl & Yi Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$304M

194 positions

#17Hilltop National BankPassive

Slight overlap · 3 shared positions

$468M

805 positions

#18RFG - Bristol Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$414M

188 positions

#19PATTON FUND MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$462M

86 positions

#20Ifrah Financial Services, Inc.Passive

Slight overlap · 3 shared positions

$409M

214 positions

#21SageView Advisory Group, LLCActive

Slight overlap · 3 shared positions

$3.1B

615 positions

#22GLOBALT Investments LLC / GAActive

Slight overlap · 3 shared positions

$3.0B

213 positions

#23Generation Capital Management LLCPassive

Slight overlap · 3 shared positions

$163M

83 positions

#24CULLEN/FROST BANKERS, INC.Passive

Slight overlap · 3 shared positions

$10.1B

1,418 positions

#25Security Financial Services, INC.Active

Slight overlap · 3 shared positions

$721M

203 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.