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 Alaska Wealth Advisors

13F Portfolio OverlapQ1 2026Alaska Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Alaska Wealth Advisors is an institutional investor managing $833M across 85 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 Alaska Wealth Advisors are Birchwood Financial Partners,, Archer Investment ,, Davis Wealth Advisors,, with shared positions in $NOW, $MUFG, $PHYS, $IAU, $WFC, $GMM. The full ranking of 25 similar funds is below.

#1Birchwood Financial Partners, Inc.Passive

Slight overlap · 5 shared positions

$NOW $MUFG $PHYS $IAU $WFC

$104M

348 positions

#2Archer Investment Management, LLCPassive

Slight overlap · 6 shared positions

$NOW $MUFG $IAU $GMM $IBIT $LEN

$238M

108 positions

#3Davis Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$NOW $MUFG $IAU $GMM

$120M

72 positions

#4Quent Long Short Global Small Cap Fund, LP

Slight overlap · 4 shared positions

$NOW $MUFG $IAU $GMM

$1.2B

299 positions

#5JNBA Financial AdvisorsActive

Slight overlap · 5 shared positions

$NOW $IAU $MUFG $GMM $MCD

$1.2B

819 positions

#6One Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$NOW $MUFG $IAU $WFC $LEN

$803M

304 positions

#7Weil Company, Inc.Passive

Slight overlap · 4 shared positions

$NOW $MUFG $IAU $MCD

$445M

115 positions

#8North Berkeley Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$NOW $MUFG $IAU $WFC

$189M

73 positions

#9Williams & Novak, LLCPassive

Slight overlap · 4 shared positions

$NOW $MUFG $IAU $LEN

$134M

143 positions

#10TME FINANCIAL, INC.Passive

Slight overlap · 4 shared positions

$NOW $MUFG $IAU $IBIT

$144M

65 positions

#11TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive

Slight overlap · 4 shared positions

$NOW $IAU $MUFG $GMM

$26.0B

702 positions

#12Empower Advisory Group, LLCActive

Slight overlap · 3 shared positions

$NOW $MUFG $IAU

$38.5B

510 positions

#13Impact Investors, IncPassive

Slight overlap · 3 shared positions

$NOW $MUFG $IAU

$144M

106 positions

#14Aureum Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$NOW $MUFG $IAU

$144M

60 positions

#15Liberty Atlantic Advisors LLCActive

Slight overlap · 3 shared positions

$NOW $MUFG $IAU

$117M

73 positions

#16Quent Capital, LLCPassive

Slight overlap · 3 shared positions

$NOW $MUFG $IAU

$1.4B

1,534 positions

#17Montis Financial, LLCActive

Slight overlap · 3 shared positions

$NOW $PHYS $IAU

$484M

150 positions

#18MA Private WealthActive

Slight overlap · 4 shared positions

$NOW $IAU $GMM $MUFG

$591M

86 positions

#19Sharkey, Howes & JaverActive

Slight overlap · 6 shared positions

$IAU $MUFG $GMM $NOW $IBIT $LEN

$742M

153 positions

#20Affiance Financial, LLCActive

Slight overlap · 4 shared positions

$NOW $MUFG $GMM $MCD

$617M

106 positions

#21Summit Wealth Group, LLCActive

Slight overlap · 3 shared positions

$NOW $IAU $MUFG

$436M

126 positions

#22Betterment LLCActive

Slight overlap · 5 shared positions

$NOW $MUFG $GMM $IBIT $IAU

$53M

615 positions

#23LFA - Lugano Financial Advisors SAActive

Slight overlap · 3 shared positions

$NOW $MUFG $IAU

$197M

223 positions

#24Horst & Graben Wealth Management LLCPassive

Slight overlap · 4 shared positions

$MUFG $IAU $NOW $LEN

$729M

195 positions

#25NOTTINGHAM ADVISORS, INC.Active

Slight overlap · 4 shared positions

$NOW $IAU $MUFG $LEN

$777M

112 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.