13F Pro

Hedge Funds Similar to ATLAS ADVISORS

13F Portfolio OverlapQ1 2026ATLAS ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ATLAS CAPITAL ADVISORS LLC is an institutional investor managing $875M across 989 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 ATLAS ADVISORS are Jacobs Equity, WBH ADVISORY, Junk Investment Group,, with shared positions in $GMM, $UNIT, $HSY, $MAR, $RL, $T. The full ranking of 25 similar funds is below.

#1Jacobs Equity LLCPassive
Some overlap · 6 shared positions
$GMM$UNIT$HSY$MAR$RL$T
$112M
105 positions
#2WBH ADVISORY INCPassive
Some overlap · 6 shared positions
$MAR$HSY$DOV$RL$GMM$MKL
$1.3B
350 positions
#3Junk Investment Group, LLCPassive
Some overlap · 6 shared positions
$MAR$UNIT$DOV$HSY$MKL$VZ
$191M
88 positions
#4THEORY FINANCIAL LLCPassive
Some overlap · 4 shared positions
$MAR$UNIT$GMM$HSY
$285M
94 positions
#5Tranquilli Financial Advisor LLCPassive
Some overlap · 4 shared positions
$GMM$MAR$HSY$AMAT
$171M
132 positions
#6ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 5 shared positions
$GMM$MAR$RL$DE$LRCX
$84M
65 positions
#7TRANSATLANTIQUE PRIVATE WEALTH LLC
Some overlap · 6 shared positions
$MAR$HSY$MCK$RL$DE$STX
$319M
206 positions
#8Long Island Wealth Management, Inc.Active
Some overlap · 5 shared positions
$MAR$DOV$REGN$HSY$MKL
$216M
89 positions
#9Livet Wealth, LLCPassive
Some overlap · 4 shared positions
$GMM$UNIT$MKL$VZ
$157M
117 positions
#10MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 5 shared positions
$GMM$UNIT$DOV$DE$MAR
$114M
77 positions
#11National Wealth Management Group, LLCPassive
Some overlap · 7 shared positions
$MAR$REGN$WDC$LRCX$AMAT$MU
$269M
215 positions
#12Silver Coast Investments LLCActive
Some overlap · 6 shared positions
$UNIT$DOV$HSY$LRCX$AMAT$DE
$313M
119 positions
#13Sharper & Granite LLCPassive
Some overlap · 4 shared positions
$MAR$UNIT$HSY$RL
$293M
107 positions
#14Wall Street Financial Group, Inc.Passive
Some overlap · 6 shared positions
$MAR$HSY$MU$AMAT$LRCX$KLAC
$169M
667 positions
#15Bravias Capital Group, LLCActive
Some overlap · 5 shared positions
$MAR$GMM$REGN$VZ$AMAT
$153M
96 positions
#16Hobart Private Capital, LLCPassive
Some overlap · 4 shared positions
$GMM$MAR$LRCX$T
$509M
132 positions
#17Hershey Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$MAR$HSY$AMAT$WDC$MU$GMM
$116M
80 positions
#18CGN Advisors LLCPassive
Some overlap · 5 shared positions
$GMM$UNIT$MKL$KLAC$MCK
$1.3B
317 positions
#19Vested Financial Planning, LLCSmart money
Some overlap · 3 shared positions
$GMM$DOV$MAR
$131M
27 positions
#20E&G Advisors, LPPassive
Some overlap · 5 shared positions
$MAR$UNIT$LRCX$KLAC$AMAT
$449M
236 positions
#21PeakShares LLCPassive
Some overlap · 5 shared positions
$MAR$REGN$MU$VZ$KLAC
$109M
116 positions
#22Grey Fox Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$GMM$UNIT$MKL$MAR
$518M
140 positions
#23Allen Capital Group, LLCPassive
Some overlap · 4 shared positions
$GMM$DE$VZ$KLAC
$1.1B
284 positions
#24WealthTrak Capital Management LLCPassive
Some overlap · 4 shared positions
$GMM$REGN$MKL$UNIT
$140M
80 positions
#25Ervin Investment Management, LLCActive
Some overlap · 3 shared positions
$GMM$UNIT$MKL
$171M
47 positions

Compare ATLAS 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 ATLAS 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.