What hedge funds are most similar to ALETHEA CAPITAL MANAGEMENT, LLC?

The funds with the most similar 13F portfolios to ALETHEA CAPITAL MANAGEMENT, LLC are Granite Group Advisors, Kinloch, MATRIX ASSET ADVISORS, based on overlapping conviction holdings in the latest SEC filings.

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 ALETHEA

13F Portfolio OverlapQ2 2026ALETHEA portfolio →

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Most similar hedge funds by 13F overlap

ALETHEA CAPITAL MANAGEMENT, LLC is an institutional investor managing $241M across 41 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ALETHEA are Granite Group Advisors, Kinloch, MATRIX ASSET ADVISORS, with shared positions in $ADP, $CCZ, $LMT, $STZ, $PM, $WMB. The full ranking of 25 similar funds is below.

#1Granite Group Advisors, LLCActive

Some overlap · 8 shared positions

$ADP $CCZ $LMT $STZ $PM $WMB

$158M

78 positions

#2Kinloch Capital, LLCPassive

Slight overlap · 7 shared positions

$PM $ADP $ED $ES $HRL $SYY

$274M

79 positions

#3MATRIX ASSET ADVISORS INC/NYActive

Slight overlap · 6 shared positions

$ADP $CCZ $LMT $STZ $PNC $WFC

$1.2B

100 positions

#4VISION FINANCIAL MARKETS LLCPassive

Slight overlap · 5 shared positions

$PM $WMB $ED $LMT $T

$131M

387 positions

#5R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive

Slight overlap · 6 shared positions

$PM $ADP $WMB $BR $OKE $VTRS

$188M

39 positions

#6Aurdan Capital Management, LLCActive

Slight overlap · 6 shared positions

$PM $ADP $BMY $PNC $SYY $MCHP

$394M

99 positions

#7CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Slight overlap · 7 shared positions

$PM $BMY $CCZ $WY $WFC $ACN

$3.3B

229 positions

#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Slight overlap · 6 shared positions

$PM $ES $LMT $T $WFC $OKE

$233M

122 positions

#9NEW ENGLAND ASSET MANAGEMENT INCPassive

Slight overlap · 6 shared positions

$ADP $LMT $T $PNC $SYY $WFC

$863M

131 positions

#10First Eagle Investment Management, LLCActive

Slight overlap · 5 shared positions

$PM $ADP $CCZ $WY $OKE

$59.9B

424 positions

#11GoalVest Advisory LLCActive

Slight overlap · 5 shared positions

$PM $WMB $LMT $T $OKE

$578M

725 positions

#12InvesTrustPassive

Slight overlap · 5 shared positions

$PM $ADP $BMY $WFC $OKE

$247M

91 positions

#13United Community BankPassive

Slight overlap · 5 shared positions

$PM $BMY $T $PNC $OKE

$323M

534 positions

#14Kennebec Savings BankPassive

Slight overlap · 4 shared positions

$PM $ADP $WMB $PNC

$126M

263 positions

#15Pacer Advisors, Inc.Passive

Slight overlap · 5 shared positions

$ADP $BMY $CCZ $T $ACN

$39.3B

2,614 positions

#16HAMEL ASSOCIATES, INC.Passive

Slight overlap · 5 shared positions

$ADP $ED $LMT $PNC $HSY

$363M

92 positions

#17MARINO, STRAM & ASSOCIATES LLCActive

Slight overlap · 4 shared positions

$PM $WMB $ED $LMT

$644M

205 positions

#18OmniStar Financial Group, Inc.Passive

Slight overlap · 4 shared positions

$PM $DRI $BMY $LMT

$230M

116 positions

#19Carolina Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$PM $DRI $BMY $LMT

$263M

373 positions

#20EDGAR LOMAX CO/VAActive

Slight overlap · 5 shared positions

$BMY $CCZ $LMT $T $WFC

$1.3B

58 positions

#21McKinney Capital Management, LLCActive

Slight overlap · 5 shared positions

$BMY $CCZ $ES $T $OKE

$254M

87 positions

#22RNC CAPITAL MANAGEMENT LLCActive

Slight overlap · 6 shared positions

$BMY $CCZ $LMT $T $MCHP $ACN

$2.4B

181 positions

#23MARTINGALE ASSET MANAGEMENT L PPassive

Slight overlap · 4 shared positions

$PM $BMY $ED $T

$4.2B

828 positions

#24BAHL & GAYNOR INCActive

Slight overlap · 4 shared positions

$ADP $WMB $DRI $PNC

$21.7B

341 positions

#25Harvest Investment Advisors, LLCActive

Slight overlap · 5 shared positions

$WMB $BMY $LMT $PNC $HSY

$202M

58 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.