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Hedge Funds Similar to Allen Group,

13F Portfolio OverlapQ1 2026Allen Group, portfolio →
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Most similar hedge funds by 13F overlap

Allen Capital Group, LLC is an institutional investor managing $1.1B across 284 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 Allen Group, are WT Wealth, Orion, ORBA Wealth Advisors, L.L.C., with shared positions in $SGOL, $WT, $JHG, $SNOW, $SCHW, $DKNG. The full ranking of 25 similar funds is below.

#1WT Wealth ManagementPassive
Notable overlap · 5 shared positions
$SGOL$WT$JHG$SNOW$SCHW
$336M
138 positions
#2Orion Capital Management LLCPassive
Notable overlap · 4 shared positions
$DKNG$JHG$KKR$SCHW
$290M
485 positions
#3ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 5 shared positions
$GMM$WT$DE$KKR$PFE
$84M
65 positions
#4Crumly & Associates Inc.Passive
Some overlap · 4 shared positions
$DKNG$JHG$KLAC$SCHW
$476M
200 positions
#5Resonant Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$DKNG$JHG$SNOW
$1.9B
495 positions
#6MBA Advisors LLCPassive
Some overlap · 6 shared positions
$WT$JHG$SNOW$ASML$KKR$VZ
$260M
146 positions
#7SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 6 shared positions
$JHG$SCHW$KMI$SNOW$PFE$VZ
$119M
61 positions
#8CGN Advisors LLCPassive
Some overlap · 4 shared positions
$GMM$WT$JHG$KLAC
$1.3B
317 positions
#9Berkeley, IncActive
Some overlap · 3 shared positions
$DKNG$WT$ZTS
$298M
81 positions
#10CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$GMM$SCHW$DE$VZ$SNOW
$971M
146 positions
#11Uptown Financial Advisors LLCActive
Some overlap · 6 shared positions
$GMM$SNOW$JHG$KKR$SCHW$KMI
$126M
76 positions
#12Blackhawk Capital Partners, LLCPassive
Some overlap · 6 shared positions
$JHG$SNOW$WT$VZ$ASML$APH
$273M
141 positions
#13Marathon Strategic Advisors, LLCActive
Some overlap · 4 shared positions
$GMM$WT$SCHW$AEP
$139M
52 positions
#14Almanack Investment Partners, LLC.Active
Some overlap · 5 shared positions
$SGOL$WT$VZ$JHG$SCHW
$592M
177 positions
#15Ballast Rock Private Wealth LLCPassive
Some overlap · 5 shared positions
$JHG$WT$SCHW$SNOW$KKR
$181M
177 positions
#16BCM ADVISORS, LLCActive
Some overlap · 5 shared positions
$WT$SGOL$SNOW$DE$KMI
$507M
78 positions
#17Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$WT$JHG$VZ$PFE$APH
$477M
70 positions
#18Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$WT$SGOL$SNOW$JHG
$1.2B
262 positions
#19WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$JHG$SNOW$KKR$AL$VZ$WT
$156M
139 positions
#20Ameritas Advisory Services, LLCPassive
Some overlap · 5 shared positions
$WT$JHG$SCHW$SNOW$KKR
$2.6B
1,075 positions
#21Fonville Wealth Management LLCPassive
Some overlap · 5 shared positions
$GMM$SCHW$SNOW$KKR$DKNG
$525M
138 positions
#22Livet Wealth, LLCPassive
Some overlap · 5 shared positions
$GMM$SNOW$SCHW$KKR$VZ
$157M
117 positions
#23GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$SGOL$WT$SCHW
$88M
38 positions
#24Arlington Financial Advisors, LLCActive
Some overlap · 5 shared positions
$DKNG$DE$ASML$SNOW$KMI
$702M
95 positions
#25Dynamic Financial GroupActive
Some overlap · 6 shared positions
$JHG$DE$VZ$GMM$PFE$SNOW
$122M
69 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.