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Hedge Funds Similar to Annex Advisory Services

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

Annex Advisory Services, LLC is an institutional investor managing $5.9B across 356 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 Annex Advisory Services are Spectrum Investment Advisors, Lineweaver Wealth Advisors, Stratos Investment, with shared positions in $ALPS, $ADI, $MS, $NEE, $ASML, $TPL. The full ranking of 25 similar funds is below.

#1Spectrum Investment Advisors, Inc.Active
Notable overlap · 8 shared positions
$ALPS$ADI$MS$NEE$ASML$TPL
$245M
76 positions
#2Lineweaver Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$ALPS$NEE$DE$ASML
$845M
182 positions
#3Stratos Investment Management, LLCPassive
Notable overlap · 4 shared positions
$ALPS$UBER$MS$ASML
$2.8B
382 positions
#4Trilogy Capital Inc.Active
Notable overlap · 4 shared positions
$ALPS$FCX$VRT$MS
$2.6B
404 positions
#5Guardian Financial Partners, LLCActive
Notable overlap · 3 shared positions
$ALPS$ISRG$VRT
$257M
69 positions
#6Westwind CapitalPassive
Notable overlap · 5 shared positions
$MS$TPL$NEE$VRT$ISRG
$422M
77 positions
#7Tenzing Financial LLCActive
Notable overlap · 3 shared positions
$ALPS$PM$ASML
$146M
84 positions
#8LOM Asset Management LtdPassive
Some overlap · 6 shared positions
$ADI$MS$FCX$ASML$NEE$ORLY
$387M
279 positions
#9Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$MS$ADI$PM$ORLY$UBER
$222M
88 positions
#10LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$MS$ASML$VRT$ISRG$UBER$DE
$1.6B
232 positions
#11LDIC Inc.Active
Some overlap · 4 shared positions
$ADI$MS$NEE$ISRG
$160M
25 positions
#12Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$MS$ASML$FCX$DE$ISRG
$72M
52 positions
#13Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$MS$ASML$FCX$DE$ISRG
$424M
49 positions
#14McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$ADI$MS$ASML$ISRG
$1.1B
137 positions
#15ACCOUNT MANAGEMENT LLCSmart money
Some overlap · 5 shared positions
$NEE$ASML$ADI$ORLY$ISRG
$99M
22 positions
#16BARNES PETTEY FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ALPS$NEE$ASML
$319M
175 positions
#17LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ADI$MS$ASML$PM
$320M
82 positions
#18NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$MS$ASML$VRT$DE$NEE
$1.4B
177 positions
#19Avant Capital LLCPassive
Some overlap · 4 shared positions
$ALPS$ORLY$UBER$DE
$160M
86 positions
#20SOMERVILLE KURT FActive
Some overlap · 5 shared positions
$ADI$UBER$NEE$ASML$ORLY
$419M
97 positions
#21BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ADI$NEE$ASML$DE$UBER
$8.0B
1,334 positions
#22SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ASML$FCX$VRT$UBER$DE
$255M
144 positions
#23Elefante Mark BActive
Some overlap · 4 shared positions
$ADI$NEE$UBER$ASML
$232M
60 positions
#24Finivi Inc.Passive
Some overlap · 5 shared positions
$NEE$PM$VRT$ORLY$DE
$195M
111 positions
#25Somerset Trust CoPassive
Some overlap · 4 shared positions
$ADI$NEE$MS$WEC
$354M
186 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.