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Hedge Funds Similar to Antonelli Financial Advisors

13F Portfolio OverlapQ2 2026Antonelli Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Antonelli Financial Advisors, LLC is an institutional investor managing $146M across 53 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 Antonelli Financial Advisors are CAPE COD FIVE CENTS SAVINGS BANK, ARWA, Petros Family Wealth, with shared positions in $AMGN, $SYK, $GLTR, $SNPS, $TJX, $NDAQ. The full ranking of 25 similar funds is below.

#1CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 5 shared positions
$AMGN$SYK$GLTR$SNPS$TJX
$1.2B
203 positions
#2ARWA LLCPassive
Some overlap · 4 shared positions
$AMGN$SYK$NDAQ$TJX
$241M
139 positions
#3Petros Family Wealth, LLCPassive
Some overlap · 5 shared positions
$AMGN$SYK$LOW$TJX$AXP
$164M
134 positions
#4BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$AMGN$SYK$LOW$TJX
$346M
113 positions
#5Oak Asset Management, LLCActive
Some overlap · 4 shared positions
$AMGN$SYK$LOW$QCOM
$311M
115 positions
#6Harrington Investments, INCPassive
Some overlap · 4 shared positions
$AMGN$SYK$TJX$QCOM
$206M
82 positions
#7Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$SYK$TJX$AXP
$500M
110 positions
#8Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$AMGN$LOW$TJX$QCOM$AXP
$274M
58 positions
#9Insight Inv LLCPassive
Some overlap · 5 shared positions
$AMGN$LOW$TJX$QCOM$AXP
$212M
109 positions
#10JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$AMGN$SYK$TJX$AXP
$748M
68 positions
#11Mendel Capital Management LLCActive
Some overlap · 4 shared positions
$AMGN$SYK$QCOM$AXP
$222M
99 positions
#12MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$AMGN$SYK$LOW$QCOM$AXP
$1.5B
245 positions
#13Banco de Sabadell, S.APassive
Some overlap · 4 shared positions
$AMGN$SYK$TJX$QCOM
$170M
61 positions
#14Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$SYK$LOW$QCOM
$170M
121 positions
#15Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$AMGN$SYK$LOW
$181M
50 positions
#16FCA CORP /TXPassive
Some overlap · 3 shared positions
$AMGN$SYK$LOW
$406M
203 positions
#17First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$AMGN$NDAQ$LOW
$529M
75 positions
#18DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$AMGN$SYK$SNPS
$124M
100 positions
#19Palisade Asset Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$SYK$TJX
$1.1B
204 positions
#20Stillwater Wealth Management Group
Some overlap · 3 shared positions
$AMGN$SYK$TJX
$162M
77 positions
#21Talbot Financial, LLCActive
Some overlap · 3 shared positions
$AMGN$SYK$SNPS
$1.4B
71 positions
#22ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$SYK$DTB$LOW$TJX$AXP
$248M
96 positions
#23Kesler, Norman & Wride, LLCPassive
Some overlap · 3 shared positions
$AMGN$SYK$LOW
$631M
271 positions
#24Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$AMGN$LOW$SNPS$QCOM
$47.7B
212 positions
#25First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$AMGN$LOW$SNPS$QCOM
$1.4B
73 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.