13F Pro

Hedge Funds Similar to Allred ,

13F Portfolio OverlapQ1 2026Allred , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Allred Capital Management, LLC is an institutional investor managing $275M across 155 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 Allred , are Gerald Baker Financial Group, Guilbault, M3 Wealth ,, with shared positions in $HUM, $AGQ, $UNP, $KO, $ALL, $SYK. The full ranking of 25 similar funds is below.

#1Gerald Baker Financial Group LLCPassive
Notable overlap · 4 shared positions
$HUM$AGQ$UNP$KO
$253M
107 positions
#2Guilbault Capital LLCPassive
Notable overlap · 5 shared positions
$HUM$KO$ALL$UNP$AGQ
$91M
67 positions
#3M3 Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$SYK$GEV
$130M
35 positions
#4Sherman Wealth Management LLCPassive
Notable overlap · 5 shared positions
$HUM$AGQ$AMD$GE$GEV
$116M
80 positions
#5Jackson, Grant Investment Advisers, Inc.Active
Notable overlap · 5 shared positions
$HUM$AGQ$TJX$KO$EMR
$300M
398 positions
#6Plotkin Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$HUM$AGQ$KO
$199M
100 positions
#7Mendel Capital Management LLCPassive
Notable overlap · 3 shared positions
$HUM$AGQ$SYK
$199M
97 positions
#8Fortis Advisors, LLCPassive
Notable overlap · 4 shared positions
$HUM$AGQ$DDS$UNP
$200M
119 positions
#9INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Some overlap · 3 shared positions
$HUM$KO$SYK
$314M
130 positions
#10WEST PACES ADVISORS INC.Active
Some overlap · 4 shared positions
$HUM$KO$MDY$AGQ
$516M
197 positions
#11MJP ASSOCIATES INC /ADVPassive
Some overlap · 4 shared positions
$HUM$AGQ$GE$KO
$824M
231 positions
#12Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$HUM$KO$TJX$UNP
$356M
180 positions
#13Good Harbor Advisors, Inc.Passive
Some overlap · 4 shared positions
$HUM$UNP$GE$MDY
$92M
82 positions
#14Snider Financial GroupPassive
Some overlap · 3 shared positions
$HUM$SYK$GE
$331M
102 positions
#15Grove Street Fiduciary, LLCActive
Some overlap · 5 shared positions
$HUM$GE$GEV$MMM$DDS
$227M
74 positions
#16CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 4 shared positions
$HUM$UNP$MDY$KO
$105M
80 positions
#17Addison Advisors LLCPassive
Some overlap · 4 shared positions
$HUM$GE$GEV$SYK
$452M
980 positions
#18Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$HUM$AGQ$MDY
$619M
138 positions
#19CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$HUM$UNP$KO
$184M
66 positions
#20Finward BancorpPassive
Some overlap · 3 shared positions
$AGQ$HUM$KO
$125M
104 positions
#21SPRENG CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$HUM$UNP$KO$AGQ
$212M
66 positions
#22Enclave Advisors LLCActive
Some overlap · 3 shared positions
$HUM$KO$AGQ
$729M
132 positions
#23Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$HUM$TJX$MDY
$145M
35 positions
#24Stack Financial Management, IncActive
Some overlap · 4 shared positions
$AGQ$SYK$KO$EMR
$1.4B
52 positions
#25Aberdeen Wealth Management LLCActive
Some overlap · 3 shared positions
$HUM$KO$UNP
$219M
179 positions

Compare Allred ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Allred ,’s holdings

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.