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Hedge Funds Similar to ALESCO ADVISORS

13F Portfolio OverlapQ1 2026ALESCO ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

ALESCO ADVISORS LLC is an institutional investor managing $3.9B across 243 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 ALESCO ADVISORS are rebel Financial, Fonville Wealth, STOLZ & ASSOCIATES, PS, with shared positions in $AMN, $SE, $SNOW, $VLTO, $NOW, $MUFG. The full ranking of 25 similar funds is below.

#1rebel Financial LLCPassive
Notable overlap · 9 shared positions
$AMN$SE$SNOW$VLTO$NOW$MUFG
$231M
65 positions
#2Fonville Wealth Management LLCPassive
Notable overlap · 7 shared positions
$AMN$SE$SNOW$EPAM$IAU$UNIT
$525M
138 positions
#3STOLZ & ASSOCIATES, PSSmart money
Notable overlap · 4 shared positions
$AMN$SE$IAU$USB
$143M
30 positions
#4Prosperity Planning, Inc.Active
Some overlap · 9 shared positions
$AMN$SE$VLTO$SNOW$COP$EPAM
$395M
110 positions
#5Rialto Wealth Management, LLCPassive
Some overlap · 9 shared positions
$VLTO$AMN$SNOW$SE$COP$EPAM
$445M
1,730 positions
#6Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$AMN$VLTO$UNIT
$145M
98 positions
#7Quantum Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AMN$VLTO$UNIT
$891M
231 positions
#8Plancorp, LLCActive
Some overlap · 4 shared positions
$AMN$SE$NOW$USB
$3.5B
378 positions
#9TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 7 shared positions
$SE$VLTO$SNOW$COP$DDOG$USB
$4.8B
1,649 positions
#10Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 6 shared positions
$SE$AMN$SNOW$DDOG$IAU$UPST
$181M
94 positions
#11SWP FINANCIAL LLCActive
Some overlap · 4 shared positions
$SE$VLTO$SNOW$IAU
$196M
71 positions
#12Center For Asset Management LLCPassive
Some overlap · 5 shared positions
$SE$VLTO$IAU$USB$UNIT
$201M
144 positions
#13SAGE RHINO CAPITAL LLCPassive
Some overlap · 9 shared positions
$AMN$VLTO$SNOW$COP$DDOG$IAU
$535M
330 positions
#14Bay Harbor Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SE$VLTO$SNOW$IAU$LRCX
$386M
1,301 positions
#15Connecticut Capital Management Group, LLCPassive
Some overlap · 3 shared positions
$SE$VLTO$LRCX
$106M
109 positions
#16FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 6 shared positions
$AMN$SE$COP$IAU$USB$KKR
$653M
191 positions
#17Intelligence Driven Advisers, LLCActive
Some overlap · 5 shared positions
$AMN$VLTO$SE$EPAM$UPST
$574M
130 positions
#18Arcadia Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$VLTO$SNOW$IAU
$276M
67 positions
#19ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$SE$VLTO$DDOG$IAU
$324M
72 positions
#20CASTLEARK MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$SE$VLTO$SNOW$NOW$LRCX
$3.0B
292 positions
#21MB Generational Wealth, LLCActive
Some overlap · 4 shared positions
$AMN$SE$DDOG$UNIT
$181M
66 positions
#22WealthCollab, LLCPassive
Some overlap · 7 shared positions
$AMN$SNOW$NOW$COP$DDOG$IAU
$243M
977 positions
#23Foster Group, Inc.Active
Some overlap · 7 shared positions
$AMN$SE$COP$DDOG$USB$UNIT
$3.4B
284 positions
#24Werba Rubin Papier Wealth ManagementPassive
Some overlap · 7 shared positions
$AMN$SNOW$NOW$IAU$USB$LRCX
$718M
278 positions
#25Financial Futures Ltd Liability Co.Active
Some overlap · 9 shared positions
$AMN$SNOW$MUFG$NOW$DDOG$IAU
$228M
72 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.