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Hedge Funds Similar to Almanack Investment Partners

13F Portfolio OverlapQ2 2026Almanack Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

Almanack Investment Partners, LLC. is an institutional investor managing $785M across 321 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 Almanack Investment Partners are Global View, FULCRUM WEALTH ADVISORS, Metis Global Partners, with shared positions in $SGOL, $VZ, $PLTR, $SPCX, $ET, $MRVL. The full ranking of 25 similar funds is below.

#1Global View Capital Management LLCSmart money
Notable overlap · 3 shared positions
$SGOL$VZ$PLTR
$484M
146 positions
#2FULCRUM WEALTH ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$SGOL$SPCX$ET
$131M
81 positions
#3Metis Global Partners, LLCActive
Notable overlap · 3 shared positions
$SGOL$MRVL$DLR
$4.4B
714 positions
#4TERRIL BROTHERS, INC.Active
Notable overlap · 3 shared positions
$VZ$ET$PLTR
$388M
71 positions
#5Norris Financial Group, LLCPassive
Notable overlap · 4 shared positions
$SGOL$VZ$SPCX$PLTR
$251M
82 positions
#6Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$VZ$PLTR$KMI
$226M
45 positions
#7Dupree Financial Group, LLCPassive
Some overlap · 3 shared positions
$VZ$KMI$VRT
$267M
81 positions
#8Northstar Advisory Group, LLCPassive
Some overlap · 3 shared positions
$VZ$ET$EPD
$322M
119 positions
#9Clarity Financial LLCActive
Some overlap · 4 shared positions
$VZ$PLTR$KMI$VRT
$1.2B
132 positions
#10Prospect Financial Services LLCPassive
Some overlap · 6 shared positions
$ET$PLTR$VZ$MRVL$VRT$KMI
$197M
115 positions
#11LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$VZ$ET$EPD$S
$489M
244 positions
#12Sage Capital Advisors,llcPassive
Some overlap · 4 shared positions
$VZ$PLTR$VRT$SPCX
$482M
140 positions
#13Fund Advisors of America Inc/FLPassive
Some overlap · 5 shared positions
$MRVL$PLTR$ET$EPD$ASML
$110M
120 positions
#14TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$VZ$KMI$ASML
$798M
187 positions
#15International Private Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$VZ$PLTR$KMI$VRT
$194M
160 positions
#16BFSG, LLCPassive
Some overlap · 3 shared positions
$SGOL$MRVL$ASML
$1.1B
768 positions
#17AR ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$ET$KMI$VZ$EPD$ASML$DLR
$546M
122 positions
#18FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$VZ$KMI$VRT$ASML
$206M
80 positions
#19Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$VZ$KMI$DLR
$112M
63 positions
#20MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$VZ$ET$KMI$EPD
$3.8B
152 positions
#21Henson-Edgewater Management, LLCActive
Some overlap · 4 shared positions
$VZ$ET$PLTR$EPD
$192M
66 positions
#22Investment Partners Asset Management, Inc.Passive
Some overlap · 4 shared positions
$VZ$SGOL$KMI$ASML
$180M
173 positions
#23Arta Finance Wealth Management LLCPassive
Some overlap · 3 shared positions
$SGOL$MRVL$PLTR
$234M
105 positions
#24MCGUIRE CAPITAL ADVISORS INCPassive
Some overlap · 5 shared positions
$ET$PLTR$MRVL$EPD$SPCX
$183M
915 positions
#25Allen Capital Group, LLCPassive
Some overlap · 4 shared positions
$SGOL$VZ$KMI$ASML
$1.2B
319 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.