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Hedge Funds Similar to Avantra Family Wealth

13F Portfolio OverlapQ2 2026Avantra Family Wealth portfolio →
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Most similar hedge funds by 13F overlap

Avantra Family Wealth, Inc. is an institutional investor managing $157M across 165 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 Avantra Family Wealth are PZENA INVESTMENT, Poehling, SKBA, with shared positions in $C, $WFC, $CVS, $BAX, $DG, $MDT. The full ranking of 25 similar funds is below.

#1PZENA INVESTMENT MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$C$WFC$CVS$BAX$DG$MDT
$34.1B
161 positions
#2Poehling Capital Management, INC.Passive
Some overlap · 5 shared positions
$WFC$C$MPC$BTI$MDT
$466M
166 positions
#3SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$WFC$LHX$TXN$MDT
$606M
79 positions
#4CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 5 shared positions
$WFC$CVS$TXN$HPE$MDT
$1.5B
184 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$WFC$TXN$MDT
$233M
122 positions
#644 WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$CVS$C$BTI$WFC$WDC$MDT
$302M
184 positions
#7Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$C$CVS$TXN$HPE$MDT
$160M
124 positions
#8Michels Family Financial, LLCPassive
Some overlap · 4 shared positions
$C$CVS$BTI$MDT
$156M
148 positions
#9DCM Advisors, LLCActive
Some overlap · 3 shared positions
$WFC$MPC$CVS
$253M
38 positions
#10Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$C$WFC$CVS
$684M
359 positions
#11CONTINENTAL ADVISORS LLCActive
Some overlap · 3 shared positions
$C$WFC$BAX
$237M
50 positions
#12Kennondale Capital Management LLCPassive
Some overlap · 3 shared positions
$C$MPC$CVS
$150M
80 positions
#13Nippon Life Global Investors Americas, Inc.Active
Some overlap · 4 shared positions
$C$CVS$MPC$MDT
$2.5B
101 positions
#14Hosking Partners LLPActive
Some overlap · 3 shared positions
$C$MPC$WFC
$3.0B
98 positions
#15DAVIS SELECTED ADVISERSActive
Some overlap · 4 shared positions
$WFC$CVS$TXN$WCC
$23.3B
112 positions
#16SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$C$WFC$MDT
$3.2B
40 positions
#17Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$C$WFC$BTI
$882M
88 positions
#18Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$C$WFC$TXN
$213M
71 positions
#19Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$MPC$C$WDC$DG
$187M
50 positions
#20St. Louis Financial Planners Asset Management, LLCActive
Some overlap · 3 shared positions
$C$WFC$WDC
$188M
30 positions
#21Canoe Financial LPActive
Some overlap · 4 shared positions
$CVS$WFC$TXN$ICE
$8.1B
110 positions
#22Inlet Private Wealth, LLCPassive
Some overlap · 3 shared positions
$C$CVS$BTI
$411M
133 positions
#23Estabrook Capital ManagementPassive
Some overlap · 4 shared positions
$C$WFC$MDT$TXN
$739M
344 positions
#24HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$C$WFC$FCNCA$MDT
$34.3B
462 positions
#25Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$WDC$C$CAH$TXN$HPE
$1.0B
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.