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Hedge Funds Similar to Avant Financial Advisors

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

Avant Financial Advisors LLC is an institutional investor managing $161M across 69 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 Financial Advisors are Costello Asset, ICONIQ, with shared positions in $MCK, $PFE, $MELI, $NET, $FIS. The full ranking of 2 similar funds is below.

#1Costello Asset Management, INCPassive
Slight overlap · 3 shared positions
$MCK$PFE$MELI
$333M
710 positions
#2ICONIQ Capital, LLCSmart money
Slight overlap · 3 shared positions
$MELI$NET$FIS
$3.5B
76 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.