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Hedge Funds Similar to AVISO WEALTH

13F Portfolio OverlapQ2 2026AVISO WEALTH portfolio →
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Most similar hedge funds by 13F overlap

AVISO WEALTH MANAGEMENT is an institutional investor managing $294M across 144 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 AVISO WEALTH are Rheos Works, Strategic Wealth Investment Group, Kingsman Wealth, with shared positions in $STX, $UBER, $BA, $CRWD, $PEP, $NEE. The full ranking of 25 similar funds is below.

#1Rheos Capital Works Inc.Active
Some overlap · 5 shared positions
$STX$UBER$BA$CRWD$PEP
$1.8B
82 positions
#2Strategic Wealth Investment Group, LLCPassive
Some overlap · 6 shared positions
$UBER$BA$CRWD$PEP$NEE$ETN
$825M
104 positions
#3Kingsman Wealth Management, Inc.Active
Some overlap · 5 shared positions
$STX$CRWD$PWR$BA$NEE
$214M
76 positions
#4Wilian Securities, LLCPassive
Some overlap · 6 shared positions
$UBER$CRWD$PWR$SCHW$NEE$ISRG
$169M
89 positions
#5Strong Retirement Solutions LLCPassive
Some overlap · 6 shared positions
$UBER$CRWD$PWR$SCHW$NEE$ISRG
$167M
82 positions
#6Elevated Private Wealth, LLCPassive
Some overlap · 4 shared positions
$STX$CRWD$SCHW$PEP
$106M
76 positions
#7Evansbrook LLCActive
Some overlap · 5 shared positions
$STX$CRWD$WFC$NEE$ETN
$168M
127 positions
#8Raab & Moskowitz Asset Management LLCPassive
Some overlap · 4 shared positions
$STX$BA$PWR$PEP
$497M
198 positions
#9Juno Financial Group LLCActive
Some overlap · 6 shared positions
$UBER$CRWD$SCHW$PEP$ETN$BA
$282M
73 positions
#10CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$STX$CRWD$PEP$ETN
$1.3B
88 positions
#11TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$UBER$BA$CRWD$SCHW$ETN
$238M
118 positions
#12Western Financial Corp/CAActive
Some overlap · 4 shared positions
$STX$WFC$PWR$CRWD
$341M
132 positions
#13CACTI ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$STX$BA$UBER
$2.0B
76 positions
#14BTC Capital Management, Inc.Passive
Some overlap · 5 shared positions
$STX$CRWD$WFC$NEE$ETN
$1.6B
207 positions
#15LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 5 shared positions
$UBER$BA$CRWD$SCHW$NEE
$152M
84 positions
#16Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$STX$PEP$NEE$ETN
$239M
126 positions
#17Blue Whale Capital LLPActive
Some overlap · 3 shared positions
$STX$UBER$SCHW
$3.2B
27 positions
#18WINSLOW ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$UBER$BA$SCHW$WFC$ETN
$575M
82 positions
#19WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$STX$PEP$NEE$BA$ETN
$1.3B
73 positions
#20American State Bank (Iowa)Passive
Some overlap · 3 shared positions
$STX$BA$WFC
$247M
139 positions
#21ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$STX$BA$PWR$ETN
$2.3B
181 positions
#22Rockingstone Advisors LLCPassive
Some overlap · 5 shared positions
$UBER$CRWD$PWR$BA$ISRG
$249M
115 positions
#23Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$UBER$CRWD$PWR$NEE$ISRG
$17.4B
68 positions
#24CLARIS ADVISORS, LLC / MO /Active
Some overlap · 3 shared positions
$STX$BA$PEP
$383M
74 positions
#25Twin Lakes Capital Management, LLC
Some overlap · 3 shared positions
$STX$BA$SCHW
$262M
208 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.