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Hedge Funds Similar to All Terrain Financial Advisors,

13F Portfolio OverlapQ1 2026All Terrain Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

All Terrain Financial Advisors, LLC is an institutional investor managing $425M across 149 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 All Terrain Financial Advisors, are Wealth Intelligence,, SALEM INVESTMENT COUNSELORS, Ironsides Asset Advisors,, with shared positions in $LOW, $UNP, $SO, $UNH, $ISRG, $MU. The full ranking of 25 similar funds is below.

#1Wealth Intelligence, LLCActive
Notable overlap · 4 shared positions
$LOW$UNP$SO$UNH
$208M
58 positions
#2SALEM INVESTMENT COUNSELORS INCPassive
Notable overlap · 3 shared positions
$LOW$ISRG$MU
$2.8B
1,148 positions
#3Ironsides Asset Advisors, LLCActive
Notable overlap · 4 shared positions
$LOW$T$USB$SO
$399M
80 positions
#4Walsky Investment Management, Inc.Passive
Notable overlap · 7 shared positions
$UNP$LOW$HON$SO$CL$AMGN
$98M
50 positions
#5Baypointe Partners LLCActive
Notable overlap · 3 shared positions
$LOW$CL$KMB
$73M
20 positions
#6Wallington Asset Management, LLCActive
Some overlap · 7 shared positions
$UNP$LOW$HON$MDT$CL$AMGN
$752M
61 positions
#7DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 4 shared positions
$LOW$HON$SWK$INTC
$1.1B
596 positions
#8Econ Financial Services CorpPassive
Some overlap · 6 shared positions
$LOW$UNP$MDT$USB$AMGN$PFH
$215M
74 positions
#9Northern Financial Advisors IncPassive
Some overlap · 6 shared positions
$DIA$LOW$HON$AMGN$MMM$MU
$137M
105 positions
#10Ironvine Capital Partners, LLCActive
Some overlap · 4 shared positions
$LOW$UNP$HON$UNH
$910M
56 positions
#11MTM Investment Management, LLCPassive
Some overlap · 4 shared positions
$LOW$SO$HON$UNP
$316M
709 positions
#12Tudor Financial Inc.Passive
Some overlap · 3 shared positions
$DIA$LOW$AMGN
$195M
138 positions
#13Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$DIA$FSCO$USB$MDY
$99M
59 positions
#14MFF Capital Investments LtdActive
Some overlap · 3 shared positions
$LOW$USB$UNH
$1.5B
19 positions
#15MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LOW$USB$UNP$HON$AMGN$UNH
$1.3B
232 positions
#16STEEL GROVE CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$DIA$USB$IBIT$MDY$T
$949M
220 positions
#17DMKC Advisory Services, LLCPassive
Some overlap · 5 shared positions
$DIA$LOW$USB$MDT$MMM
$240M
84 positions
#18Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 6 shared positions
$LOW$HON$MDT$T$PFH$UNH
$695M
159 positions
#19Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$LOW$INTC$SO
$232M
44 positions
#20KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$LOW$USB$SO$MDT$D
$1.4B
221 positions
#21MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 4 shared positions
$DIA$MDY$MU$USB
$2.7B
153 positions
#22Jacksonville Wealth Management, LLCActive
Some overlap · 4 shared positions
$DIA$ISRG$MDY$LOW
$148M
68 positions
#23Allied Investment Advisors, LLCActive
Some overlap · 5 shared positions
$LOW$USB$MDT$KMB$MMM
$697M
100 positions
#24MCRAE CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$LOW$SO$UNH$HON
$482M
106 positions
#25EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$UNP$USB$SO$T$AMGN$UNH
$1.4B
56 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.