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Hedge Funds Similar to ALPHA ADVISORS /ADV

13F Portfolio OverlapQ1 2026ALPHA ADVISORS /ADV portfolio →
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Most similar hedge funds by 13F overlap

ALPHA CAPITAL ADVISORS INC /ADV is an institutional investor managing $105M across 32 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ALPHA ADVISORS /ADV are J.Safra Asset, Clear Harbor Asset ,, JOHNSON INVESTMENT COUNSEL, with shared positions in $MKL, $CVNA, $FLEX, $DHR, $WM, $TAK. The full ranking of 10 similar funds is below.

#1J.Safra Asset Management CorpActive
Some overlap · 3 shared positions
$MKL$CVNA$FLEX
$1.9B
615 positions
#2Clear Harbor Asset Management, LLCPassive
Slight overlap · 3 shared positions
$MKL$FLEX$DHR
$1.4B
450 positions
#3JOHNSON INVESTMENT COUNSEL INCActive
Slight overlap · 3 shared positions
$MKL$WM$DHR
$12.4B
810 positions
#4East Coast Asset Management, LLC.Active
Slight overlap · 3 shared positions
$MKL$WM$DHR
$303M
68 positions
#5BURLING WEALTH PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$MKL$WM$DHR
$618M
177 positions
#6BLB&B Advisors, LLCActive
Slight overlap · 3 shared positions
$MKL$WM$DHR
$2.4B
272 positions
#7Anson Capital, Inc.Passive
Slight overlap · 3 shared positions
$MKL$TAK$FLEX
$146M
90 positions
#8CLUNE & ASSOCIATES, LTD.Passive
Slight overlap · 3 shared positions
$MKL$FLEX$DHR
$532M
162 positions
#9Chesley Taft & Associates LLCPassive
Slight overlap · 3 shared positions
$MKL$WM$DHR
$2.4B
370 positions
#10Sageworth Trust Co of South DakotaActive
Slight overlap · 3 shared positions
$MKL$FLEX$DHR
$126M
56 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.