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 Altman Advisors,

13F Portfolio OverlapQ1 2026Altman Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Altman Advisors, Inc. is an institutional investor managing $241M across 77 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 Altman Advisors, are TRUE Private Wealth Advisors, Shellback ,, FCF Advisors, with shared positions in $RL, $IAU, $LRCX, $C, $ETN, $GILD. The full ranking of 25 similar funds is below.

#1TRUE Private Wealth AdvisorsPassive

Some overlap · 3 shared positions

$RL $IAU $LRCX

$1.0B

266 positions

#2Shellback Capital, LPPassive

Some overlap · 3 shared positions

$RL $C $ETN

$703M

79 positions

#3FCF Advisors LLCPassive

Some overlap · 5 shared positions

$LRCX $GILD $EXPE $ANET $GEV

$444M

52 positions

#4Longbow Finance SAPassive

Some overlap · 5 shared positions

$RL $CBOE $GILD $C $GEV

$552M

55 positions

#5SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$LRCX $ANET $C $ETN $TWLO $CEG

$229M

137 positions

#6Blue Edge Capital, LLCActive

Some overlap · 4 shared positions

$RL $GEV $C $MUFG

$753M

134 positions

#7Consilium Wealth Advisory, LLCActive

Some overlap · 4 shared positions

$RL $GEV $C $LRCX

$293M

102 positions

#8SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 5 shared positions

$LRCX $CEG $ANET $C $GEV

$688M

180 positions

#9Elm Partners Management LLCActive

Some overlap · 3 shared positions

$RL $IBM $LRCX

$2.3B

158 positions

#10Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$LRCX $GILD $ANET $SHEL $IBM

$160M

124 positions

#11WESPAC Advisors SoCal, LLCPassive

Some overlap · 7 shared positions

$IAU $CEG $GEV $ETN $C $IBM

$470M

119 positions

#12First Washington CORPActive

Some overlap · 5 shared positions

$CBOE $ANET $GEV $DY $ETN

$353M

50 positions

#13American Trust Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$LRCX $CEG $C $LNG $IBM

$181M

76 positions

#14Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$LRCX $GILD $CEG $LNG $EXPE

$7.0B

103 positions

#15NatWest Group plcActive

Some overlap · 4 shared positions

$CBOE $LRCX $GILD $UBS

$462M

44 positions

#16Parrish Capital LLCPassive

Some overlap · 5 shared positions

$CBOE $GILD $SHEL $GEV $ETN

$112M

86 positions

#17Alaethes Wealth, LLCPassive

Some overlap · 5 shared positions

$IAU $ANET $CBOE $UBS $LNG

$351M

124 positions

#18L & S Advisors IncPassive

Some overlap · 5 shared positions

$GILD $C $LRCX $GEV $ETN

$795M

233 positions

#19Oliver Luxxe Assets LLCPassive

Some overlap · 5 shared positions

$C $RL $GILD $LNG $GEV

$668M

200 positions

#20Van Hulzen Asset Management, LLCPassive

Some overlap · 5 shared positions

$IAU $LRCX $SHEL $IBM $ETN

$1.3B

361 positions

#21XY Capital LtdPassive

Some overlap · 5 shared positions

$MFG $MUFG $SHEL $NVS $UBS

$101M

95 positions

#22DSG Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$IAU $C $LRCX $GEV $ANET

$625M

123 positions

#23CASTLEARK MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$LRCX $GILD $ANET $GEV

$3.0B

292 positions

#24Titan Investment Solutions LtdActive

Some overlap · 4 shared positions

$CBOE $ANET $LRCX $GILD

$781M

56 positions

#25ALKEON CAPITAL MANAGEMENT LLCSmart money

Some overlap · 4 shared positions

$LRCX $EXPE $CEG $TWLO

$59.5B

102 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.