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Hedge Funds Similar to Ally Invest Advisors

13F Portfolio OverlapQ1 2026Ally Invest Advisors portfolio →
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Most similar hedge funds by 13F overlap

Ally Invest Advisors Inc. is an institutional investor managing $1.5B across 75 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 Ally Invest Advisors are eCIO,, Cornerstone Financial, MATHER GROUP,, with shared positions in $VLTO, $NOW, $MUFG, $KKR, $UNIT, $WT. The full ranking of 25 similar funds is below.

#1eCIO, Inc.Active
Notable overlap · 3 shared positions
$VLTO$NOW$MUFG
$228M
42 positions
#2Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$VLTO$MUFG$KKR$UNIT
$109M
1,311 positions
#3MATHER GROUP, LLC.Active
Some overlap · 4 shared positions
$VLTO$NOW$UNIT$WT
$10.0B
1,896 positions
#4Employees' Retirement Fund of the City of Fort WorthActive
Some overlap · 3 shared positions
$VLTO$KKR$UNIT
$230M
21 positions
#5Bell Investment Advisors, IncPassive
Some overlap · 4 shared positions
$VLTO$NOW$MUFG$UNIT
$639M
1,860 positions
#6Windward Private Wealth Management Inc.Smart money
Some overlap · 4 shared positions
$VLTO$UNIT$DHR$WT
$289M
44 positions
#7Family CFO IncActive
Some overlap · 3 shared positions
$VLTO$UNIT$BRZE
$223M
41 positions
#8Sterling Investment Management, Inc.Passive
Some overlap · 3 shared positions
$VLTO$DHR$ALPS
$167M
65 positions
#9DiPaolo Financial Group, Inc.Active
Some overlap · 3 shared positions
$VLTO$KKR$BRZE
$137M
45 positions
#10TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 3 shared positions
$VLTO$WT$MAR
$4.8B
1,649 positions
#11Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$VLTO$DHR$BRZE
$96M
89 positions
#12Centennial Bank/AR/Passive
Some overlap · 4 shared positions
$VLTO$NOW$MUFG$WT
$279M
323 positions
#13Level Financial AdvisorsActive
Some overlap · 3 shared positions
$VLTO$UNIT$NOW
$392M
92 positions
#14Seek First Inc.Active
Some overlap · 4 shared positions
$VLTO$KKR$UNIT$WT
$142M
58 positions
#15Seed Wealth Management, Inc.Active
Some overlap · 4 shared positions
$VLTO$UNIT$GSAT$BRZE
$145M
98 positions
#16Terra Alpha Investments LLC
Some overlap · 3 shared positions
$NOW$VLTO$DHR
$98M
32 positions
#17MA Private WealthActive
Some overlap · 5 shared positions
$VLTO$NOW$MUFG$DHR$KKR
$591M
86 positions
#18Bulwark Capital CorpActive
Some overlap · 5 shared positions
$VLTO$KKR$WT$MAR$ALPS
$162M
100 positions
#19ENTRUST FINANCIAL LLCActive
Some overlap · 4 shared positions
$VLTO$UNIT$KKR$BRZE
$143M
433 positions
#20rebel Financial LLCPassive
Some overlap · 5 shared positions
$NOW$MUFG$VLTO$UNIT$WT
$231M
65 positions
#21Veridan Wealth LLCActive
Some overlap · 4 shared positions
$NOW$VLTO$KKR$MUFG
$270M
80 positions
#22MIROVAPassive
Some overlap · 3 shared positions
$NOW$VLTO$DHR
$2.5B
179 positions
#23PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$VLTO$DHR$BRZE
$649M
283 positions
#24Arrowroot Family Office, LLCPassive
Some overlap · 5 shared positions
$VLTO$KKR$NOW$UNIT$DHR
$275M
140 positions
#25ALESCO ADVISORS LLCActive
Some overlap · 5 shared positions
$VLTO$NOW$MUFG$UNIT$KKR
$3.9B
243 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.