How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Avid Wealth Partners

13F Portfolio OverlapQ2 2026Avid Wealth Partners portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Avid Wealth Partners LLC is an institutional investor managing $207M across 77 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 Avid Wealth Partners are NavPoint Financial, Verde Servicos Internacionais S.A., Argos Wealth Advisors, with shared positions in $GLDM, $IBIT, $IAU, $ISRG, $FIX, $ASML. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active

Substantial overlap · 3 shared positions

$GLDM $IBIT $IAU

$270M

74 positions

#2Verde Servicos Internacionais S.A.Active

Substantial overlap · 3 shared positions

$GLDM $IBIT $ISRG

$273M

49 positions

#3Argos Wealth Advisors, LLCActive

Substantial overlap · 5 shared positions

$GLDM $IAU $FIX $ASML $IBIT

$378M

224 positions

#4Integrity Wealth Solutions LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $IAU

$271M

129 positions

#5Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $IAU

$180M

73 positions

#6PALLADIEM, LLCActive

Notable overlap · 4 shared positions

$GLDM $IBIT $FIX $ASML

$103M

136 positions

#7CURTIS WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $IAU

$118M

55 positions

#8Copia Wealth ManagementPassive

Notable overlap · 5 shared positions

$GLDM $IBIT $IAU $ETH $YMM

$166M

570 positions

#9Graetz Wealth LLCActive

Notable overlap · 4 shared positions

$GLDM $IBIT $IAU $ETH

$125M

84 positions

#10Walkner Condon Financial Advisors LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $YMM

$871M

344 positions

#11Beckerman Institutional, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $ISRG

$210M

124 positions

#12Magnolia Private Wealth, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $IBIT

$182M

153 positions

#13Tidemark, LLCPassive

Some overlap · 3 shared positions

$GLDM $ASML $IAU

$444M

935 positions

#14ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 3 shared positions

$GLDM $IBIT $ASML

$621M

90 positions

#15PENNINGTON PARTNERS & CO., LLCActive

Some overlap · 3 shared positions

$IBIT $GLDM $IAU

$312M

131 positions

#16Bayshore Capital Advisors, LLCSmart money

Some overlap · 3 shared positions

$IBIT $YMM $SII

$214M

42 positions

#17Apeiron RIA LLCActive

Some overlap · 3 shared positions

$IBIT $GLDM $IAU

$390M

162 positions

#18A4 Wealth Advisors LLCActive

Some overlap · 3 shared positions

$IBIT $GLDM $IAU

$151M

92 positions

#19Benson Wealth Management INCPassive

Some overlap · 3 shared positions

$IBIT $YMM $ETH

$99M

367 positions

#20Timber Creek Capital Management LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $ASML

$490M

80 positions

#21Alpha Zero LLCActive

Some overlap · 4 shared positions

$IBIT $IAU $ISRG $ASML

$264M

107 positions

#22Evelyn Partners Asset Management Ltd

Some overlap · 4 shared positions

$YMM $IAU $ISRG $ASML

$406M

308 positions

#23Alvarez & Marsal Private Wealth Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $ASML

$759M

107 positions

#24Allie Family Office LLCActive

Some overlap · 3 shared positions

$IBIT $IAU $ASML

$269M

107 positions

#25PANORAMIC INVESTMENT ADVISORS, LLCPassive

Some overlap · 3 shared positions

$IBIT $IAU $FIX

$209M

141 positions

Compare Avid Wealth Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Avid Wealth Partners’s holdings

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.