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 ALTERNA WEALTH ,

13F Portfolio OverlapQ1 2026ALTERNA WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

ALTERNA WEALTH MANAGEMENT, INC is an institutional investor managing $174M across 109 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 ALTERNA WEALTH , are WealthCare Investment Partners,, Davis Wealth Advisors,, Interactive Financial Advisors, with shared positions in $SE, $IAU, $SLV, $SAN, $MS, $WT. The full ranking of 25 similar funds is below.

#1WealthCare Investment Partners, LLCPassive

Notable overlap · 7 shared positions

$SE $IAU $SLV $SAN $MS $WT

$360M

191 positions

#2Davis Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$SE $IAU $MDLZ $RELX $AGQ

$120M

72 positions

#3Interactive Financial AdvisorsActive

Some overlap · 7 shared positions

$SE $IAU $SAN $SLV $WT $HUM

$153M

78 positions

#4CURTIS WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$SE $MDLZ $IAU $IBIT

$107M

50 positions

#5Asempa Wealth AdvisorsPassive

Some overlap · 5 shared positions

$SE $MDLZ $IAU $DRI $HUM

$115M

115 positions

#6ONE Advisory Partners, LLCActive

Some overlap · 7 shared positions

$SE $MDLZ $IAU $MS $HUM $SAN

$324M

72 positions

#7WESCAP Management Group, Inc.Active

Some overlap · 7 shared positions

$SE $IAU $SLV $WT $HUM $IBIT

$508M

107 positions

#85T Wealth, LLCPassive

Some overlap · 4 shared positions

$SE $IAU $MDLZ $WT

$253M

129 positions

#9TSA Wealth Managment LLCPassive

Some overlap · 3 shared positions

$SE $MDLZ $IAU

$309M

105 positions

#10Nova Wealth Management, Inc.Passive

Some overlap · 7 shared positions

$MDLZ $IAU $SAN $SLV $BTC $AGQ

$154M

545 positions

#11ShoreHaven Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$MDLZ $IAU $SE $BTC $MS $WT

$278M

103 positions

#12Centerline Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$SE $IAU $SAN

$278M

73 positions

#13Catalyst Investment Management LLCPassive

Some overlap · 5 shared positions

$SE $IAU $MS $WT $HUM

$90M

65 positions

#14Kelly Financial Services LLCPassive

Some overlap · 3 shared positions

$SE $MDLZ $IAU

$414M

128 positions

#15Pettinga Financial Advisors LLCPassive

Some overlap · 7 shared positions

$SLV $SE $IAU $IBIT $BTC $NKE

$531M

147 positions

#16Lifeworks Advisors, LLCPassive

Some overlap · 3 shared positions

$SE $IAU $IBIT

$779M

297 positions

#17BCU Wealth Advisors, LLCSmart money

Some overlap · 4 shared positions

$SE $IAU $MS $HUM

$268M

60 positions

#18Sharkey, Howes & JaverActive

Some overlap · 6 shared positions

$SE $IAU $MDLZ $IBIT $SLV $WT

$742M

153 positions

#19Archer Investment Management, LLCPassive

Some overlap · 8 shared positions

$SE $IAU $IBIT $MS $WT $NKE

$238M

108 positions

#20DDFG, IncActive

Some overlap · 4 shared positions

$SE $SLV $MS $HUM

$464M

86 positions

#21Aspect Partners, LLCPassive

Some overlap · 4 shared positions

$SE $IAU $AGQ $WT

$245M

709 positions

#22Midwest Capital Advisors, LLCActive

Some overlap · 4 shared positions

$SE $IAU $MDLZ $WT

$214M

199 positions

#23High Falls Advisors, Inc

Some overlap · 4 shared positions

$IAU $MDLZ $SAN $SE

$494M

144 positions

#24Storen Legacy Partners, LLCPassive

Some overlap · 5 shared positions

$SE $IAU $SAN $MS $MDLZ

$319M

102 positions

#25Stone House Investment Management, LLCPassive

Some overlap · 5 shared positions

$SE $SAN $IAU $MDLZ $WT

$558M

1,069 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.