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Hedge Funds Similar to Advisory Alpha,

13F Portfolio OverlapQ1 2026Advisory Alpha, portfolio →
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Most similar hedge funds by 13F overlap

Advisory Alpha, LLC is an institutional investor managing $3.7B across 545 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 Advisory Alpha, are HORIZON FINANCIAL SERVICES,, Cornerstone Financial, Strategic Financial Services,, with shared positions in $UPST, $GMM, $USB, $GSAT, $SNPS, $UNIT. The full ranking of 25 similar funds is below.

#1HORIZON FINANCIAL SERVICES, LLCPassive
Notable overlap · 7 shared positions
$UPST$GMM$USB$GSAT$SNPS$UNIT
$226M
425 positions
#2Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$USB$UPST$HUM$UNIT$MS
$109M
1,311 positions
#3Strategic Financial Services, Inc.Smart money
Some overlap · 4 shared positions
$USB$UPST$SNPS$NKE
$2.1B
152 positions
#4Curran Financial Partners, LLCActive
Some overlap · 6 shared positions
$USB$UPST$HUM$GSAT$WT$SHW
$559M
127 positions
#5WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$USB$UPST$HUM
$350M
95 positions
#6Cascade Wealth Advisors, IncActive
Some overlap · 3 shared positions
$USB$UPST$HUM
$228M
60 positions
#7Winch Advisory Services, LLCActive
Some overlap · 4 shared positions
$USB$UPST$GMM$WT
$438M
530 positions
#8Fullerton Advisors, LLCActive
Some overlap · 5 shared positions
$UPST$GMM$HUM$USB$GSAT
$97M
53 positions
#9PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 7 shared positions
$USB$UPST$HUM$GSAT$IAU$UNIT
$1.6B
236 positions
#10Causey Wealth LLCPassive
Some overlap · 5 shared positions
$USB$UPST$NKE$HUM$WT
$236M
81 positions
#11Revisor Wealth Management LLCPassive
Some overlap · 4 shared positions
$USB$GMM$HUM$SHW
$362M
327 positions
#12Anson Capital, Inc.Passive
Some overlap · 6 shared positions
$USB$HUM$GSAT$REGN$NKE$WT
$146M
90 positions
#13Fortis Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$HUM$GSAT$REGN$MS
$200M
119 positions
#14BluePrint Investing LLCActive
Some overlap · 3 shared positions
$USB$UPST$NKE
$126M
26 positions
#15Cordant, Inc.Active
Some overlap · 3 shared positions
$USB$UPST$NKE
$246M
75 positions
#16Arista Wealth Management, LLCPassive
Some overlap · 3 shared positions
$USB$UPST$UNIT
$822M
253 positions
#17Marion Wealth ManagementPassive
Some overlap · 5 shared positions
$USB$UPST$SNPS$DE$WT
$451M
146 positions
#18Titan Investment Management LLCPassive
Some overlap · 4 shared positions
$USB$UPST$MS$FITB
$113M
37 positions
#19White Lighthouse Investment Management Inc.Active
Some overlap · 6 shared positions
$USB$HUM$UPST$UNIT$SNPS$IAU
$721M
145 positions
#20David Kennon IncSmart money
Some overlap · 5 shared positions
$UPST$GMM$SNPS$GSAT$WT
$279M
41 positions
#21Drum Hill Capital, LLCActive
Some overlap · 3 shared positions
$USB$UPST$REGN
$109M
46 positions
#22Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 3 shared positions
$USB$UPST$MS
$638M
158 positions
#234WEALTH ADVISORS, INC.Passive
Some overlap · 3 shared positions
$USB$UPST$FITB
$117M
142 positions
#24Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 5 shared positions
$USB$UPST$NKE$UNIT$WT
$5.8B
996 positions
#25Greenspring Advisors, LLCActive
Some overlap · 6 shared positions
$USB$HUM$SNPS$NKE$UNIT$IAU
$1.6B
318 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.