How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Alta Advisers Ltd

13F Portfolio OverlapQ1 2026Alta Advisers Ltd portfolio →

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Most similar hedge funds by 13F overlap

Alta Advisers Ltd is an institutional investor managing $276M across 206 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 Alta Advisers Ltd are Orcam Financial Group, TIFF ADVISORY SERVICES,, BRANDYWINE, with shared positions in $DOV, $MKL, $UPST, $GE, $PM, $WFC. The full ranking of 25 similar funds is below.

#1Orcam Financial GroupSmart money

Substantial overlap · 3 shared positions

$DOV $MKL $UPST

$141M

62 positions

#2TIFF ADVISORY SERVICES, LLCActive

Substantial overlap · 3 shared positions

$DOV $MKL $GE

$444M

25 positions

#3BRANDYWINE TRUST COSmart money

Substantial overlap · 6 shared positions

$DOV $GE $PM $WFC $KO $BAC

$552M

31 positions

#4THREADGILL FINANCIAL, LLCActive

Notable overlap · 3 shared positions

$DOV $MKL $KO

$344M

44 positions

#5Pacific Park Financial, Inc.Active

Notable overlap · 3 shared positions

$DOV $UPST $MU

$153M

73 positions

#6GoalFusion Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$DOV $AMD $MKL

$220M

30 positions

#7RETIREMENT CAPITAL STRATEGIESActive

Notable overlap · 3 shared positions

$DOV $GE $UPST

$265M

62 positions

#8Prentice Wealth Management LLCActive

Notable overlap · 4 shared positions

$DOV $GE $BAC $KO

$443M

117 positions

#9Intelligent Financial StrategiesSmart money

Notable overlap · 5 shared positions

$DOV $MKL $AMAT $PM $KO

$192M

62 positions

#10ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$DOV $WFC $GE

$1.8B

524 positions

#11HFM Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $AMD $GE

$260M

1,210 positions

#12Chemistry Wealth Management LLCPassive

Notable overlap · 5 shared positions

$UPST $MKL $MU $BAC $WFC

$569M

204 positions

#13HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$DOV $PLTR $KO

$187M

72 positions

#14American National Bank of TexasActive

Notable overlap · 3 shared positions

$DOV $KO $PM

$105M

57 positions

#15TrueWealth Financial PartnersActive

Notable overlap · 3 shared positions

$UPST $MKL $DOV

$251M

66 positions

#16GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$UPST $MKL $PM

$128M

42 positions

#17MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 4 shared positions

$UPST $GE $KO $LRCX

$295M

82 positions

#18MAYPORT, LLCActive

Notable overlap · 4 shared positions

$UPST $MKL $DOV $LRCX

$538M

130 positions

#19Berkshire BankPassive

Notable overlap · 3 shared positions

$UPST $MKL $BAC

$488M

157 positions

#20Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$DOV $MKL $KO $BAC

$90M

65 positions

#21Drum Hill Capital, LLCActive

Notable overlap · 4 shared positions

$UPST $GE $PM $KO

$109M

46 positions

#22Cogent Private Wealth, Inc.Passive

Notable overlap · 6 shared positions

$DOV $MU $BAC $GE $LRCX $WFC

$139M

98 positions

#23SCRATCH CAPITAL LLCActive

Notable overlap · 3 shared positions

$UPST $MU $WFC

$175M

45 positions

#24Cornerstone Financial Management LLCPassive

Notable overlap · 3 shared positions

$UPST $DOV $KO

$109M

1,311 positions

#25Five Oceans AdvisorsActive

Notable overlap · 3 shared positions

$UPST $DOV $LRCX

$276M

193 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.