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Hedge Funds Similar to B & T DBA Alpha

13F Portfolio OverlapQ1 2026B & T DBA Alpha portfolio →
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Most similar hedge funds by 13F overlap

B & T Capital Management DBA Alpha Capital Management is an institutional investor managing $690M across 115 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 B & T DBA Alpha are CROBAN, EPG Wealth, Legal Advantage Investments,, with shared positions in $SCHW, $KKR, $NEE, $AMGN, $LMT, $PWR. The full ranking of 25 similar funds is below.

#1CROBANPassive
Notable overlap · 5 shared positions
$SCHW$KKR$NEE$AMGN$LMT
$213M
73 positions
#2EPG Wealth Management LLCPassive
Some overlap · 7 shared positions
$PWR$KKR$SNOW$SCHW$LMT$AMGN
$369M
320 positions
#3Legal Advantage Investments, Inc.Passive
Some overlap · 5 shared positions
$SCHW$MELI$PLTR$DIS$LMT
$194M
79 positions
#4Ariston Services GroupActive
Some overlap · 4 shared positions
$SCHW$KKR$SNOW$PH
$167M
71 positions
#5MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 7 shared positions
$NEE$LMT$PLTR$AMGN$KKR$HON
$314M
163 positions
#6CAMBRIDGE CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SCHW$KKR$SNOW
$232M
44 positions
#7Amicus Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$KKR$SNOW
$363M
90 positions
#8HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$SCHW$NEE$AMGN
$407M
49 positions
#9SFE Investment CounselPassive
Some overlap · 5 shared positions
$NEE$PWR$WSM$IBM$HON
$635M
143 positions
#10Providence Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$NEE$HON$AMGN$SCHW$IBM
$157M
80 positions
#11DOVER ADVISORS, LLCPassive
Some overlap · 6 shared positions
$HON$SNOW$NEE$PH$DIS$IBM
$242M
159 positions
#12CHELSEA COUNSEL COPassive
Some overlap · 4 shared positions
$PWR$KKR$HON$AMGN
$233M
238 positions
#13BARD ASSOCIATES INCPassive
Some overlap · 3 shared positions
$SCHW$NEE$SNOW
$398M
292 positions
#14Austin Asset Management Co IncSmart money
Some overlap · 4 shared positions
$SCHW$SNOW$NEE$AESI
$608M
85 positions
#15CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$NEE$HON$PLTR$AMGN$IBM
$1.3B
118 positions
#16Gs Investments, Inc.Passive
Some overlap · 5 shared positions
$SCHW$HON$NEE$AMGN$MELI
$175M
134 positions
#17RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 4 shared positions
$SCHW$KKR$DIS$LMT
$52M
36 positions
#18YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$SCHW$LMT$DIS
$7.5B
76 positions
#19PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 6 shared positions
$LMT$PLTR$SCHW$AMGN$PH$WSM
$3.0B
77 positions
#20Efficient Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$SNOW$NEE
$1.4B
58 positions
#21Robbins FarleyPassive
Some overlap · 4 shared positions
$PWR$NEE$DIS$IBM
$226M
143 positions
#22OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$NEE$LMT$PLTR$AMGN$IBM
$311M
318 positions
#23Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$HON$PWR$SNOW$PLTR$IBM
$345M
78 positions
#24Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$NEE$SCHW$LMT$AMGN
$105M
62 positions
#25Tamar Securities, LLCActive
Some overlap · 5 shared positions
$PWR$MELI$LMT$AMGN$PLTR
$934M
91 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.