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Hedge Funds Similar to Audent Global Asset

13F Portfolio OverlapQ2 2026Audent Global Asset portfolio →
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Most similar hedge funds by 13F overlap

Audent Global Asset Management, LLC is an institutional investor managing $90M across 46 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 Audent Global Asset are Montz Harcus Wealth, BITTERROOT ADVISORS, SONATA GROUP, with shared positions in $MDY, $IBIT, $BA, $MCD, $C, $SBUX. The full ranking of 25 similar funds is below.

#1Montz Harcus Wealth Management LLCActive
Some overlap · 4 shared positions
$MDY$IBIT$BA$MCD
$281M
100 positions
#2BITTERROOT CAPITAL ADVISORS LLCSmart money
Some overlap · 3 shared positions
$MDY$IBIT$C
$166M
53 positions
#3SONATA CAPITAL GROUP INCActive
Some overlap · 5 shared positions
$MDY$SBUX$MCD$C$BA
$310M
128 positions
#4STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$C$EOG
$395M
283 positions
#5jvl associates llcActive
Some overlap · 3 shared positions
$MDY$ACN$SBUX
$352M
79 positions
#6Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$MDY$BA$SBUX
$345M
214 positions
#7Finley Financial, LLCActive
Some overlap · 3 shared positions
$MDY$SBUX$MCD
$248M
110 positions
#8TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$C$MCD
$288M
94 positions
#9ABOUND FINANCIAL, LLCActive
Some overlap · 3 shared positions
$IBIT$MDY$SBUX
$251M
297 positions
#10PROATHLETE WEALTH MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$IBIT$C$SBUX
$404M
300 positions
#11LAM GROUP, INC.Active
Some overlap · 4 shared positions
$MDY$BA$ROKU$MCD
$201M
139 positions
#12Kamunting Street Capital Management, L.P.Active
Some overlap · 3 shared positions
$IBIT$ACN$ADBE
$179M
25 positions
#13Brevan Howard Capital Management LPPassive
Some overlap · 3 shared positions
$IBIT$BA$C
$13.5B
2,030 positions
#14G&S Capital LLCPassive
Some overlap · 3 shared positions
$MDY$C$MCD
$345M
155 positions
#15Single Point Partners, LLCSmart money
Some overlap · 3 shared positions
$MDY$ACN$C
$568M
103 positions
#16Providence Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$BA$SLB
$176M
60 positions
#17Capstone Financial Advisors, Inc.Smart money
Some overlap · 3 shared positions
$MDY$SBUX$MCD
$2.1B
192 positions
#18Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$ADBE$ACN$C$EOG
$658M
152 positions
#19Financial Engines Advisors L.L.C.Active
Some overlap · 3 shared positions
$IBIT$MDY$BA
$56.3B
552 positions
#20Livet Wealth, LLCPassive
Some overlap · 4 shared positions
$MDY$ADBE$SBUX$BA
$173M
122 positions
#21Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$ADBE$ACN$EOG
$187M
75 positions
#22CMT Capital Markets Trading GmbHActive
Some overlap · 3 shared positions
$ADBE$C$SBUX
$11.8B
385 positions
#23Sather Financial Group IncActive
Some overlap · 3 shared positions
$ADBE$ACN$BA
$1.7B
121 positions
#24Collar Capital Management, LLCPassive
Some overlap · 4 shared positions
$ADBE$C$SBUX$BA
$170M
73 positions
#25Bay Rivers GroupPassive
Some overlap · 3 shared positions
$MDY$BA$DFTX
$293M
126 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.