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Hedge Funds Similar to Altman Advisors

13F Portfolio OverlapQ2 2026Altman Advisors portfolio →
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Most similar hedge funds by 13F overlap

Altman Advisors, Inc. is an institutional investor managing $279M across 93 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Altman Advisors are Alaethes Wealth, BEACON INVESTMENT ADVISORY SERVICES, Hedeker Wealth, with shared positions in $ANET, $UBS, $MS, $IAU, $DE, $CBOE. The full ranking of 25 similar funds is below.

#1Alaethes Wealth, LLCPassive
Some overlap · 6 shared positions
$ANET$UBS$MS$IAU$DE$CBOE
$345M
111 positions
#2BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 6 shared positions
$IAU$ANET$ETN$MS$SCCO$GILD
$2.7B
804 positions
#3Hedeker Wealth, LLCPassive
Some overlap · 5 shared positions
$TWLO$C$GNRC$MS$CEG
$545M
93 positions
#4First Washington CORPActive
Some overlap · 5 shared positions
$ANET$CBOE$DY$ETN$GNRC
$418M
51 positions
#5Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$C$MUFG$ETN$MS$DE
$424M
49 positions
#6True Vision MN LLC
Some overlap · 4 shared positions
$ANET$IAU$GNRC$GILD
$194M
98 positions
#75T Wealth, LLCActive
Some overlap · 4 shared positions
$ANET$IAU$ETN$C
$269M
134 positions
#8Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$ANET$C$GILD$ETN
$560M
132 positions
#9Contango Wealth Management LLC
Some overlap · 3 shared positions
$TWLO$IAU$MUFG
$86M
52 positions
#10Beta Wealth Group, Inc.Active
Some overlap · 4 shared positions
$ANET$C$GILD$MS
$267M
114 positions
#11STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 4 shared positions
$ANET$CBOE$MS$ETN
$965M
79 positions
#12BDFS Capital LLCActive
Some overlap · 4 shared positions
$C$IAU$ANET$ETN
$203M
117 positions
#13NatWest Group plcActive
Some overlap · 4 shared positions
$CBOE$UBS$MS$GILD
$560M
48 positions
#14Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$ETN$C$DE$GILD
$142M
106 positions
#15LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$EXPE$C$GILD
$141M
91 positions
#16RiverGlades Family Offices LLCActive
Some overlap · 4 shared positions
$IAU$CBOE$ETN$NVS
$218M
108 positions
#17SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$C$GILD$NVS
$298M
133 positions
#18SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ANET$TWLO$C$DE
$254M
141 positions
#19NORTH DALLAS BANK & TRUST COPassive
Some overlap · 4 shared positions
$IAU$ETN$MS$DE
$169M
113 positions
#20Railway Pension Investments LtdActive
Some overlap · 4 shared positions
$ANET$GILD$CEG$EXPE
$8.0B
102 positions
#21Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$C$ETN$MS$DE
$72M
52 positions
#22Impact Investors, IncActive
Some overlap · 3 shared positions
$ANET$IAU$MUFG
$137M
88 positions
#23WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$IAU$ETN$CEG$ANET
$553M
119 positions
#24BURNEY CO/Active
Some overlap · 4 shared positions
$ANET$EXPE$C$CBOE
$3.7B
609 positions
#25CAPE ANN SAVINGS BANKActive
Some overlap · 4 shared positions
$IAU$MS$DE$ETN
$212M
113 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.