13F Pro

Hedge Funds Similar to Avidian Wealth Solutions

13F Portfolio OverlapQ2 2026Avidian Wealth Solutions portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Avidian Wealth Solutions, LLC is an institutional investor managing $3.6B across 739 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 Avidian Wealth Solutions are Linscomb Wealth, Hosking Partners LLP, Insight Inv, with shared positions in $CMI, $C, $WSM, $QCOM, $KMI, $AMGN. The full ranking of 25 similar funds is below.

#1Linscomb Wealth, Inc.Active
Some overlap · 6 shared positions
$CMI$C$WSM$QCOM$KMI$AMGN
$2.3B
311 positions
#2Hosking Partners LLPActive
Slight overlap · 4 shared positions
$NE$C$MS$STX
$3.0B
98 positions
#3Insight Inv LLCPassive
Slight overlap · 5 shared positions
$C$WSM$QCOM$MS$AMGN
$212M
109 positions
#4JMAC ENTERPRISES LLCActive
Slight overlap · 5 shared positions
$C$QCOM$MS$KMI$AMGN
$593M
122 positions
#5BANK OF STOCKTONActive
Slight overlap · 4 shared positions
$CMI$WSM$QCOM$MS
$356M
126 positions
#6Cascade Investment Advisors, Inc.Passive
Slight overlap · 4 shared positions
$CMI$WSM$QCOM$KMI
$183M
113 positions
#7Busey Wealth ManagementActive
Slight overlap · 4 shared positions
$CMI$C$QCOM$AMGN
$4.1B
388 positions
#8Hobbs Group Advisors, LLCActive
Slight overlap · 4 shared positions
$CMI$C$MS$KMI
$380M
164 positions
#9Great Diamond Partners, LLCPassive
Slight overlap · 4 shared positions
$CMI$WSM$MS$AMGN
$582M
238 positions
#10Catherine Avery Investment Management LLCPassive
Slight overlap · 4 shared positions
$CMI$C$STX$AMGN
$229M
166 positions
#11ROMANO BROTHERS AND COMPANYPassive
Slight overlap · 4 shared positions
$CMI$C$STX$AMGN
$994M
331 positions
#12Financiere des Professionnels - Fonds d,investissement inc.Passive
Slight overlap · 4 shared positions
$CMI$C$MS$STX
$1.8B
344 positions
#13Occidental Asset Management, LLCPassive
Slight overlap · 4 shared positions
$CMI$QCOM$MS$AMGN
$1.0B
328 positions
#14BAILARD, INC.Passive
Slight overlap · 4 shared positions
$CMI$QCOM$MS$AMGN
$4.9B
763 positions
#15McGuire Investment Group, LLCActive
Slight overlap · 4 shared positions
$CMI$QCOM$MS$AMGN
$1.1B
137 positions
#16Columbus Macro, LLCPassive
Slight overlap · 4 shared positions
$CMI$QCOM$KMI$AMGN
$1.0B
207 positions
#17XML Financial, LLCPassive
Slight overlap · 4 shared positions
$CMI$QCOM$KMI$AMGN
$1.4B
447 positions
#18Bell & Brown Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$C$WSM$QCOM$AMGN
$330M
73 positions
#19JM2 Capital Inc.Passive
Slight overlap · 4 shared positions
$C$QCOM$MS$STX
$146M
121 positions
#20ALBION FINANCIAL GROUP /UTPassive
Slight overlap · 4 shared positions
$C$QCOM$MS$AMGN
$1.7B
652 positions
#21New Age Alpha Advisors, LLCPassive
Slight overlap · 4 shared positions
$C$QCOM$MS$AMGN
$2.4B
927 positions
#22Sherman Asset Management, Inc.Active
Slight overlap · 4 shared positions
$C$QCOM$MS$AMGN
$129M
136 positions
#23Spartan Planning & Wealth ManagementPassive
Slight overlap · 4 shared positions
$C$QCOM$MS$AMGN
$150M
75 positions
#24Telos Capital Management, Inc.Passive
Slight overlap · 4 shared positions
$WSM$QCOM$MS$AMGN
$1.1B
201 positions
#25Palacios Wealth Management, LLCSmart money
Slight overlap · 4 shared positions
$C$QCOM$MS$AMGN
$169M
76 positions

Compare Avidian Wealth Solutions’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 Avidian Wealth Solutions’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.