Hedge Funds Similar to Atria Investments,

13F Portfolio OverlapQ1 2026Atria Investments, portfolio →

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Most similar hedge funds by 13F overlap

Atria Investments, Inc is an institutional investor managing $8.9B across 2,028 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 Atria Investments, are Value Investment Professionals,, Whalen Wealth, truNorth Financial Services,, with shared positions in $WT, $DIA, $PM, $JHG, $MS. The full ranking of 25 similar funds is below.

#1Value Investment Professionals, LLCPassive

Slight overlap · 4 shared positions

$WT $DIA $PM $JHG

$89M

81 positions

#2Whalen Wealth Management Inc.Passive

Slight overlap · 4 shared positions

$WT $MS $PM $JHG

$187M

174 positions

#3truNorth Financial Services, Inc.Active

Slight overlap · 3 shared positions

$97M

49 positions

#4Founders Financial Alliance, LLCPassive

Slight overlap · 3 shared positions

$555M

735 positions

#5Fourth Dimension Wealth, LLCPassive

Slight overlap · 3 shared positions

$264M

596 positions

#6Optivise Advisory Services LLCPassive

Slight overlap · 3 shared positions

$165M

183 positions

#71 NORTH WEALTH SERVICES LLCPassive

Slight overlap · 3 shared positions

$277M

270 positions

#8ShoreHaven Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$WT $MS $JHG $PM

$278M

103 positions

#9OMNI 360 Wealth, Inc.Passive

Slight overlap · 3 shared positions

$194M

125 positions

#10Beacon Harbor Wealth Advisors, Inc.Passive

Slight overlap · 4 shared positions

$WT $PM $JHG $MS

$477M

70 positions

#11Ameritas Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$2.6B

1,075 positions

#12UPTICK PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$502M

293 positions

#13Amplius Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$1.2B

175 positions

#14Southland Equity Partners LLCPassive

Slight overlap · 3 shared positions

$513M

273 positions

#15HF Advisory Group, LLCPassive

Slight overlap · 3 shared positions

$293M

166 positions

#16Consolidated Planning CorpActive

Slight overlap · 3 shared positions

$617M

144 positions

#17Beckerman Institutional, LLCPassive

Slight overlap · 3 shared positions

$188M

121 positions

#18MLP3, LLCPassive

Slight overlap · 4 shared positions

$WT $DIA $MS $PM

$91M

86 positions

#19GUARDIAN WEALTH ADVISORS, LLC / NCPassive

Slight overlap · 3 shared positions

$1.6B

611 positions

#20SYKON CAPITAL LLCActive

Slight overlap · 3 shared positions

$300M

88 positions

#21Powers Advisory Group, LLCActive

Slight overlap · 3 shared positions

$284M

125 positions

#22ACT Advisors, LLC.Active

Slight overlap · 3 shared positions

$235M

78 positions

#23Retirement Management Systems Inc.Active

Slight overlap · 3 shared positions

$415M

51 positions

#24Beacon Financial Advisory LLCPassive

Slight overlap · 3 shared positions

$443M

402 positions

#25HighPoint Advisor Group LLCPassive

Slight overlap · 3 shared positions

$2.4B

642 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.