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Hedge Funds Similar to Alpha Cubed Investments,

13F Portfolio OverlapQ4 2025Alpha Cubed Investments, portfolio →
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Most similar hedge funds by 13F overlap

Alpha Cubed Investments, LLC is an institutional investor managing $2.9B across 299 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Alpha Cubed Investments, are Stack Financial ,, Blue Chip Partners,, ASSOCIATES /NY/, with shared positions in $PWR, $AEP, $NEE, $LMT, $KO, $ICE. The full ranking of 25 similar funds is below.

#1Stack Financial Management, IncActive
Notable overlap · 5 shared positions
$PWR$AEP$NEE$LMT$KO
$1.4B
52 positions
#2Blue Chip Partners, LLCActive
Notable overlap · 8 shared positions
$PWR$ICE$NEE$ASML$ETN$PANW
$1.4B
170 positions
#3CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Notable overlap · 4 shared positions
$PWR$PANW$NEE$ASML
$60M
36 positions
#4Employees Provident Fund BoardActive
Notable overlap · 6 shared positions
$PANW$PWR$NEE$ISRG$CRWD$UNH
$13.2B
70 positions
#5TrueMark Investments, LLCPassive
Notable overlap · 6 shared positions
$NEE$AEP$UNH$ASML$VZ$CME
$514M
167 positions
#6SFE Investment CounselPassive
Notable overlap · 5 shared positions
$NEE$PANW$PWR$AMD$ETN
$635M
143 positions
#7ADELL HARRIMAN & CARPENTER INCActive
Notable overlap · 5 shared positions
$PWR$PANW$ETN$CRWD$KO
$1.6B
163 positions
#8Welch Group, LLCPassive
Notable overlap · 7 shared positions
$NEE$AEP$LMT$VZ$MCD$KO
$2.7B
310 positions
#9Rithm Capital Corp.Active
Notable overlap · 4 shared positions
$PWR$NEE$AEP$ETN
$67M
38 positions
#10Papamarkou Wellner Asset Management inc.Passive
Notable overlap · 8 shared positions
$ISRG$ICE$LMT$ASML$ETN$CME
$164M
86 positions
#11OPAL CAPITAL LLCPassive
Notable overlap · 6 shared positions
$NEE$AEP$UNH$ASML$VZ$CME
$565M
141 positions
#12FUKOKU MUTUAL LIFE INSURANCE CoPassive
Notable overlap · 6 shared positions
$NEE$AEP$VZ$CME$MCD$KO
$1.5B
235 positions
#13Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$AEP$NEE$LMT$VZ$MCD
$147M
64 positions
#14Tower View Wealth Management LLCPassive
Some overlap · 5 shared positions
$PWR$ISRG$ETN$MCD$AMD
$195M
204 positions
#15GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$PANW$ISRG$AMD$CRWD$MCD$KO
$109M
70 positions
#16RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$PWR$ISRG$AMD$CRWD
$829M
92 positions
#17FAYEZ SAROFIM & COActive
Some overlap · 8 shared positions
$ISRG$UNH$ASML$ETN$CME$MCD
$39.1B
294 positions
#18AMI ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$PWR$PANW$CRWD
$1.6B
96 positions
#19Mirova US LLCActive
Some overlap · 3 shared positions
$PANW$NEE$ISRG
$8.8B
42 positions
#20Robocap Asset Management LtdActive
Some overlap · 4 shared positions
$PANW$ISRG$AMD$CRWD
$94M
23 positions
#21KELLY LAWRENCE W & ASSOCIATES INC/CAActive
Some overlap · 5 shared positions
$PANW$UNH$ICE$AMD$NEE
$360M
124 positions
#22MayTech Global Investments, LLCSmart money
Some overlap · 4 shared positions
$PANW$ISRG$ASML$CME
$820M
23 positions
#23Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$NEE$UNH$LMT$ETN$MCD$KO
$218M
69 positions
#24BAHL & GAYNOR INCActive
Some overlap · 6 shared positions
$NEE$UNH$LMT$ETN$CME$MCD
$19.8B
327 positions
#25NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$PANW$ICE$PWR$NEE$ASML$KO
$1.3B
161 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.