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Hedge Funds Similar to Wealth Alliance Advisory Group,

13F Portfolio OverlapQ1 2026Wealth Alliance Advisory Group, portfolio →
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Most similar hedge funds by 13F overlap

Wealth Alliance Advisory Group, LLC is an institutional investor managing $632M across 197 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 Wealth Alliance Advisory Group, are Cambridge Financial Group,, Mondrian Investment Partners LTD, PRING TURNER GROUP, with shared positions in $TXN, $WMB, $BAC, $MCD, $GE, $SONY. The full ranking of 25 similar funds is below.

#1Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$TXN$WMB$BAC$MCD$GE
$267M
33 positions
#2Mondrian Investment Partners LTDActive
Some overlap · 3 shared positions
$SONY$TXN$BAC
$6.7B
103 positions
#3PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$TXN$BAC$COP$GE
$166M
72 positions
#4Pictet North America Advisors SAActive
Some overlap · 5 shared positions
$SONY$MCD$GE$AMD$UBS
$1.0B
154 positions
#5ADAPT Investment Managers SAActive
Some overlap · 4 shared positions
$TXN$BAC$AMD$PLTR
$7.6B
133 positions
#6BANQUE PICTET & CIE SAActive
Some overlap · 4 shared positions
$TXN$MCD$AMD$UBS
$14.2B
385 positions
#7Nishkama Capital, LLCActive
Some overlap · 3 shared positions
$TXN$WMB$AMD
$1.6B
52 positions
#8Wealthstar Advisors, LLCActive
Some overlap · 3 shared positions
$TXN$PLTR$PAA
$213M
111 positions
#9PICTET BANK & TRUST LtdActive
Some overlap · 3 shared positions
$TXN$MCD$UBS
$76M
33 positions
#10Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$TXN$SGOL$MCD
$1.2B
262 positions
#11CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$WMB$SONY$BAC$GE$PLTR
$1.3B
118 positions
#12Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$TXN$WMB$MCD
$446M
104 positions
#13VEGA INVESTMENT SOLUTIONSActive
Some overlap · 3 shared positions
$TXN$AMD$WMB
$418M
175 positions
#14Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$TXN$GE$MCD
$1.2B
95 positions
#15Morton Brown Family Wealth, LLCActive
Some overlap · 4 shared positions
$TXN$COP$BAC$MCD
$378M
292 positions
#16FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$WMB$BAC$MCD$COP$SEIC
$5.0B
201 positions
#17Willis Investment CounselActive
Some overlap · 3 shared positions
$TXN$MCD$COP
$1.8B
123 positions
#18Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$TXN$BAC$MCD$COP
$245M
98 positions
#19DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$TXN$BAC$COP
$16.0B
187 positions
#20WCG Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$TXN$GMM$PLTR
$3.6B
519 positions
#21ACT Advisors, LLC.Active
Some overlap · 5 shared positions
$SONY$GMM$WMB$PLTR$COP
$235M
78 positions
#22APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$TXN$GMM$COP
$117M
72 positions
#23CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$TXN$COP$AMD
$140M
72 positions
#24Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$TXN$WMB$MCD
$624M
41 positions
#25Phraction Management LLCActive
Some overlap · 3 shared positions
$TXN$WMB$BAC
$483M
65 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.