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Hedge Funds Similar to Optivise Advisory Services

13F Portfolio OverlapQ3 2026Optivise Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

Optivise Advisory Services LLC is an institutional investor managing $204M across 232 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Optivise Advisory Services are Neumann, Inscription, Addison, with shared positions in $DOV, $CMI, $WFC, $DELL, $APH, $PM. The full ranking of 25 similar funds is below.

#1Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$DOV$CMI$WFC
$391M
105 positions
#2Inscription Capital, LLCPassive
Notable overlap · 3 shared positions
$DOV$DELL$APH
$1.1B
791 positions
#3Addison Capital CoActive
Notable overlap · 3 shared positions
$DOV$PM$IBIT
$610M
184 positions
#4Noble Wealth Partners LLCPassive
Notable overlap · 3 shared positions
$DOV$PM$IBIT
$115M
76 positions
#5BRANDYWINE TRUST COSmart money
Notable overlap · 3 shared positions
$DOV$PM$WFC
$621M
33 positions
#6Heritage Investment Group, Inc.Active
Some overlap · 3 shared positions
$DOV$IBIT$WFC
$744M
135 positions
#7Cogent Private Wealth, Inc.Active
Some overlap · 3 shared positions
$DOV$C$WFC
$160M
117 positions
#8Sageworth Trust CoActive
Some overlap · 4 shared positions
$DOV$IBIT$CMI$AZN
$2.5B
127 positions
#9Bernardo Wealth Planning LLCActive
Some overlap · 3 shared positions
$DOV$PM$WFC
$1.2B
144 positions
#10Luminist Capital LLCActive
Some overlap · 3 shared positions
$DOV$IBIT$C
$89M
418 positions
#11Rakuten Investment Management, Inc.Smart money
Some overlap · 3 shared positions
$DOV$PM$WFC
$34.6B
467 positions
#12Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$PM$WFC
$637M
125 positions
#13Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$DOV$CMI$PM
$206M
77 positions
#14Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$DOV$DELL$WFC
$241M
98 positions
#15Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$IBIT$PM
$166M
570 positions
#16Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$DOV$CMI$WFC
$170M
121 positions
#17Foster Group, Inc.Active
Some overlap · 3 shared positions
$DOV$WFC$PM
$3.7B
316 positions
#18WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$DOV$CMI$PH
$1.5B
363 positions
#19Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$PH$APH
$259M
181 positions
#20Park Edge Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$APH$WFC$PM
$475M
154 positions
#21XY Planning Network, Inc.Passive
Some overlap · 3 shared positions
$DOV$PM$WFC
$929M
380 positions
#22McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$DOV$DELL$APH$C
$2.0B
323 positions
#23Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$IBIT$APH
$1.2B
306 positions
#24Two Point Capital Management, Inc.Active
Some overlap · 3 shared positions
$DOV$CMI$PH
$223M
30 positions
#25OARSMAN CAPITAL, INC.Active
Some overlap · 6 shared positions
$CMI$PH$APH$AZN$C$WFC
$945M
244 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.