Hedge Funds Similar to Concurrent Investment Advisors

13F Portfolio OverlapQ2 2026Concurrent Investment Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Concurrent Investment Advisors, LLC is an institutional investor managing $11.8B across 2,097 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 Concurrent Investment Advisors are Sigma Planning, Braeburn Wealth, Spire Wealth, with shared positions in $CRWD, $IAU, $NEE, $VZ, $MRVL. The full ranking of 25 similar funds is below.

#1Sigma Planning CorpPassive

Slight overlap · 4 shared positions

$CRWD $IAU $NEE $VZ

$4.0B

1,404 positions

#2Braeburn Wealth Management LLCActive

Slight overlap · 3 shared positions

$MRVL $CRWD $IAU

$233M

99 positions

#3Spire Wealth ManagementPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $IAU

$3.3B

2,226 positions

#4Candriam S.C.A.Active

Slight overlap · 3 shared positions

$MRVL $CRWD $NEE

$22.2B

677 positions

#5PRIMORIS WEALTH ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $NEE

$219M

125 positions

#6Fortress Wealth Group, LLCPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $NEE

$288M

127 positions

#7Daner Wealth Management, LLCActive

Slight overlap · 3 shared positions

$MRVL $CRWD $NEE

$184M

96 positions

#8First Pacific FinancialPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $NEE

$839M

510 positions

#9Robinhood Asset Management, LLCActive

Slight overlap · 3 shared positions

$MRVL $CRWD $NEE

$1.9B

83 positions

#10Vann Equity Management LLCPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $NEE

$165M

168 positions

#11CRA Financial Services, LLCPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $NEE

$868M

321 positions

#12ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $NEE

$409M

182 positions

#13Blue Zone Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $NEE

$573M

125 positions

#14RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $NEE

$794M

188 positions

#15NLB Skladi, upravljanje premozenja, d.o.o.Passive

Slight overlap · 3 shared positions

$MRVL $CRWD $NEE

$2.6B

358 positions

#16LITTLE HOUSE CAPITAL LLCPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $VZ

$445M

113 positions

#17City State BankPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $VZ

$436M

809 positions

#18WBI INVESTMENTS, LLCPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $VZ

$403M

286 positions

#19Prospect Financial Services LLCPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $VZ

$197M

115 positions

#20Clearwave Capital, LLCPassive

Slight overlap · 3 shared positions

$MRVL $CRWD $VZ

$181M

166 positions

#21AVAII WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$MRVL $IAU $CRWD

$341M

176 positions

#22LGT Fund Management Co Ltd.Passive

Slight overlap · 3 shared positions

$MRVL $CRWD $NEE

$2.4B

235 positions

#23Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsPassive

Slight overlap · 3 shared positions

$MRVL $IAU $NEE

$903M

493 positions

#24TOCQUEVILLE ASSET MANAGEMENT L.P.Passive

Slight overlap · 3 shared positions

$MRVL $IAU $NEE

$7.6B

557 positions

#25NORTH DALLAS BANK & TRUST COPassive

Slight overlap · 3 shared positions

$MRVL $IAU $NEE

$169M

113 positions

Compare Concurrent Investment Advisors’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 Concurrent Investment Advisors’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.