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Hedge Funds Similar to Avant

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

Avant Capital LLC is an institutional investor managing $160M across 86 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 Avant are Annex Advisory Services, Prasad Wealth Partners, FLOYD FINANCIAL GROUP, with shared positions in $ALPS, $ORLY, $UBER, $DE, $PLTR, $ARM. The full ranking of 25 similar funds is below.

#1Annex Advisory Services, LLCActive
Some overlap · 4 shared positions
$ALPS$ORLY$UBER$DE
$5.9B
356 positions
#2Prasad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$ALPS$PLTR$ARM
$416M
160 positions
#3FLOYD FINANCIAL GROUP LLCActive
Some overlap · 4 shared positions
$ORLY$PLTR$UBER$DE
$153M
65 positions
#4Clay Northam Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$PLTR$BABA
$203M
109 positions
#5PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$ORLY$MRVL$UBER$ARM
$135M
80 positions
#6Connective Portfolio Management, LLCPassive
Some overlap · 4 shared positions
$SHEL$MRVL$CNQ$ARM
$60M
39 positions
#7Jones Collombin Investment Counsel IncActive
Some overlap · 4 shared positions
$SHEL$UBER$CNQ$DE
$326M
113 positions
#8FLOW TRADERS U.S. LLCPassive
Some overlap · 5 shared positions
$MRVL$PLTR$ARM$SHEL$ALPS
$2.4B
979 positions
#9KERR FINANCIAL PLANNING CorpPassive
Some overlap · 4 shared positions
$MRVL$PLTR$ALPS$ARM
$90M
545 positions
#10Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$ALPS$MRVL$PLTR
$294M
135 positions
#11Newbridge Financial Services Group, Inc.Passive
Some overlap · 4 shared positions
$MRVL$PLTR$UBER$ARM
$808M
1,245 positions
#12Capital Investment Counsel, LLCPassive
Some overlap · 3 shared positions
$ALPS$ORLY$DE
$808M
156 positions
#13JPL Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ALPS$ORLY$DE
$504M
1,876 positions
#14CMT Capital Markets Trading GmbHActive
Slight overlap · 4 shared positions
$MRVL$PLTR$ARM$BABA
$11.8B
385 positions
#15ABN AMRO Bank N.V.Active
Slight overlap · 3 shared positions
$ORLY$PLTR$UBER
$7.7B
231 positions
#16Seed Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$SHEL$PLTR$DE
$158M
100 positions
#17Orion Capital Management LLC
Slight overlap · 3 shared positions
$ORLY$PLTR$UBER
$323M
511 positions
#18SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Slight overlap · 5 shared positions
$PLTR$SHEL$UBER$DE$ALPS
$181M
57 positions
#19Cache Advisors, LLCActive
Slight overlap · 3 shared positions
$MRVL$PLTR$UBER
$1.2B
139 positions
#20N10 ASSETS, LLC
Slight overlap · 3 shared positions
$MRVL$PLTR$UBER
$231M
34 positions
#21Forefront Wealth Partners, LLC
Slight overlap · 3 shared positions
$MRVL$PLTR$UBER
$323M
177 positions
#22Citizens Business BankActive
Slight overlap · 3 shared positions
$MRVL$PLTR$UBER
$664M
139 positions
#23N10 WEALTH, LLCActive
Slight overlap · 3 shared positions
$MRVL$PLTR$UBER
$282M
43 positions
#24IFS Group,LLCPassive
Slight overlap · 4 shared positions
$PLTR$DE$OXY$BABA
$73M
87 positions
#25KAVAR CAPITAL PARTNERS GROUP, LLCPassive
Slight overlap · 3 shared positions
$ORLY$UBER$DE
$812M
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.