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Hedge Funds Similar to Avise Financial Cooperative

13F Portfolio OverlapQ2 2026Avise Financial Cooperative portfolio →
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Most similar hedge funds by 13F overlap

Avise Financial Cooperative, Inc. is an institutional investor managing $141M across 114 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 Avise Financial Cooperative are Beverly Hills Private Wealth, CRUX WEALTH ADVISORS, Bear Mountain, with shared positions in $SCHW, $CBL, $VZ, $ELV, $TFSL, $ALX. The full ranking of 25 similar funds is below.

#1Beverly Hills Private Wealth, LLCPassive
Substantial overlap · 17 shared positions
$SCHW$CBL$VZ$ELV$TFSL$ALX
$525M
255 positions
#2CRUX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$MUFG$SCHW$ELV$BNY$MCK
$289M
192 positions
#3Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$MUFG$AVB$VRT
$345M
214 positions
#4POWER WEALTH MANAGEMENT LLCActive
Some overlap · 5 shared positions
$SCHW$ELV$VZ$KR$MGM
$291M
118 positions
#5Keystone Financial ServicesActive
Some overlap · 5 shared positions
$SCHW$BNY$ELV$MCK$MUFG
$388M
131 positions
#6CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$SCHW$VZ$BNY$PEP
$1.6B
85 positions
#7Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$SCHW$SHW$BNY$MCK
$754M
41 positions
#8ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$SCHW$BNY$ELV$MCK$PEP
$1.5B
282 positions
#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SCHW$ELV$VZ$PEP
$499M
73 positions
#10CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SCHW$VZ$KR$PEP
$1.1B
157 positions
#11Artisan Partners Limited PartnershipActive
Some overlap · 4 shared positions
$SCHW$BNY$ELV$SU
$63.1B
341 positions
#12Oregon Pacific Wealth Management, LLCActive
Some overlap · 4 shared positions
$SCHW$ELV$MUFG$BNY
$107M
115 positions
#13Kerusso Capital Management LLCPassive
Some overlap · 4 shared positions
$SHW$VZ$VST$PEP
$274M
58 positions
#14Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$VZ$BNY$ELV$PEP
$159M
62 positions
#15FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$SCHW$BNY$ELV$MCK
$355M
257 positions
#16Peoples Bank/KSPassive
Some overlap · 5 shared positions
$BNY$ELV$MCK$PEP$VZ
$103M
98 positions
#17INSIGHT 2811, INC.Active
Some overlap · 4 shared positions
$SCHW$VZ$MCK$PEP
$259M
108 positions
#18HF Advisory Group, LLCPassive
Some overlap · 4 shared positions
$VZ$SCHW$ELV$PEP
$323M
168 positions
#19ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$VZ$SCHW$KR$AVB
$665M
122 positions
#20Sage Capital Advisors,llcPassive
Some overlap · 4 shared positions
$VZ$VRT$PEP$SW
$482M
140 positions
#21Tranquilli Financial Advisor LLCPassive
Some overlap · 3 shared positions
$SCHW$BNY$ELV
$186M
135 positions
#22ROCKLAND TRUST COPassive
Some overlap · 4 shared positions
$SCHW$ELV$PEP$VZ
$2.5B
317 positions
#23AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$BNY$ELV$KR$PEP
$745M
184 positions
#24Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$VRT$VZ$SCHW$PEP
$1.1B
120 positions
#25Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$SCHW$BNY$PEP
$125M
365 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.