How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to AlphaCore

13F Portfolio OverlapQ1 2026AlphaCore portfolio →

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Most similar hedge funds by 13F overlap

AlphaCore Capital LLC is an institutional investor managing $4.2B across 1,202 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 AlphaCore are CASTLE WEALTH, Centerpoint Advisory Group, M Wealth ,, with shared positions in $WT, $JHG, $AMN, $IAUM, $MAR, $DKNG. The full ranking of 25 similar funds is below.

#1CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$WT $JHG $AMN $IAUM $MAR

$309M

132 positions

#2Centerpoint Advisory GroupPassive

Some overlap · 6 shared positions

$WT $DKNG $AMN $REGN $HUM $SAN

$133M

108 positions

#3M Wealth Management, LLCActive

Some overlap · 4 shared positions

$WT $JHG $IAUM $AMN

$119M

55 positions

#4Symphony Financial Services, Inc.Passive

Some overlap · 6 shared positions

$WT $JHG $REGN $MAR $SAN $DHR

$195M

99 positions

#5Sequoia Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$DHR $DKNG $AMN $REGN $DDOG $HUM

$17.9B

1,921 positions

#6SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$WT $DHR $EPAM $EPD

$125M

39 positions

#7Magnolia Private Wealth, LLCPassive

Some overlap · 6 shared positions

$WT $JHG $DDOG $EPAM $AMN $MKL

$150M

134 positions

#8Lunt Capital Management, Inc.Active

Some overlap · 4 shared positions

$WT $DHR $REGN $MAR

$260M

97 positions

#9Fermata Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $DKNG $REGN $JHG $MKL

$444M

232 positions

#10AssuredPartners Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $DHR $JHG

$919M

402 positions

#11Burk Holdings LLCPassive

Some overlap · 5 shared positions

$DHR $WT $AMN $HUM $DDOG

$233M

676 positions

#12Wealthcare Advisory Partners LLCPassive

Some overlap · 7 shared positions

$WT $REGN $AMN $JHG $MKL $HUM

$5.1B

1,073 positions

#13Geneos Wealth Management Inc.Passive

Some overlap · 5 shared positions

$JHG $DHR $EPAM $WT $REGN

$4.3B

2,465 positions

#14Per Stirling Capital Management, LLC.Passive

Some overlap · 5 shared positions

$WT $JHG $REGN $HUM $AMN

$905M

310 positions

#15Bowman & Co S.C.

Some overlap · 5 shared positions

$JHG $WT $AMN $DDOG $MPC

$237M

118 positions

#16Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 5 shared positions

$WT $REGN $JHG $MAR $EPAM

$381M

163 positions

#17TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive

Some overlap · 4 shared positions

$WT $DHR $MAR $HUM

$277M

187 positions

#18Aprio Wealth Management, LLCPassive

Some overlap · 6 shared positions

$JHG $REGN $WT $DDOG $HUM $AMN

$1.8B

613 positions

#19Prime Capital Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $DHR $DDOG $AMN $HUM

$8.6B

1,046 positions

#20Great Point Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$WT $JHG $AMN

$542M

62 positions

#21Anfield Capital Management, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $AMN

$363M

715 positions

#22Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$WT $DHR $MKL $HUM

$90M

65 positions

#23Collaborative Wealth Managment Inc.Passive

Some overlap · 7 shared positions

$WT $AMN $HUM $MAR $DHR $EPD

$218M

162 positions

#24ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 5 shared positions

$WT $AMN $MAR $MPLX $EPD

$84M

65 positions

#25Waldron Private Wealth LLCActive

Some overlap · 5 shared positions

$DHR $EPAM $JHG $DDOG $MAR

$2.6B

342 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.