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Hedge Funds Similar to McAlister, Sweet & Associates,

13F Portfolio OverlapQ1 2026McAlister, Sweet & Associates, portfolio →
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Most similar hedge funds by 13F overlap

McAlister, Sweet & Associates, Inc. is an institutional investor managing $187M across 41 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 McAlister, Sweet & Associates, are Sage Investment Advisers, Davidson Kahn ,, Prospect Financial Services, with shared positions in $BRZE, $BA, $KKR, $REGN, $CRWD, $WT. The full ranking of 25 similar funds is below.

#1Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$BRZE$BA$KKR
$135M
89 positions
#2Davidson Kahn Capital Management, LLCActive
Some overlap · 5 shared positions
$BRZE$KKR$REGN$CRWD$WT
$188M
62 positions
#3Prospect Financial Services LLCPassive
Some overlap · 4 shared positions
$BA$KKR$PLTR$WT
$164M
104 positions
#4PROSPERITY BANCSHARES INCPassive
Some overlap · 4 shared positions
$BRZE$KKR$MU$PM
$125M
414 positions
#5Juno Financial Group LLCActive
Some overlap · 4 shared positions
$BRZE$KKR$PM$CRWD
$255M
70 positions
#6TRB Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BRZE$KKR$PM$WT
$704M
285 positions
#7Zhang Financial LLCActive
Some overlap · 3 shared positions
$BRZE$KKR$MU
$2.9B
367 positions
#8UNIVEST FINANCIAL CorpActive
Some overlap · 4 shared positions
$BRZE$MU$REGN$PM
$1.8B
254 positions
#9Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$BRZE$KKR$WT$PLTR
$269M
506 positions
#10INTERCAPITAL, LLCPassive
Some overlap · 3 shared positions
$BA$APP$MU
$299M
108 positions
#11Rakuten Investment Management, Inc.Smart money
Some overlap · 4 shared positions
$BRZE$KKR$MU$PLTR
$49.2B
464 positions
#12INTEGRITY WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$BA$MU$WT
$168M
73 positions
#13Allen Investment Management, LLCActive
Some overlap · 4 shared positions
$BA$BRZE$KKR$CRWD
$8.1B
221 positions
#14ADE, LLCActive
Some overlap · 3 shared positions
$BRZE$KKR$PM
$209M
86 positions
#15White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$BRZE$KKR$PM
$721M
145 positions
#16Welch Financial Planning, LLCActive
Some overlap · 3 shared positions
$BA$REGN$WT
$139M
67 positions
#17Trellis Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$BRZE$KKR$PLTR
$263M
47 positions
#18Charis Legacy Partners, LLCSmart money
Some overlap · 3 shared positions
$BRZE$KKR$WT
$68M
27 positions
#19RESOLUTE CAPITAL, LLCActive
Some overlap · 3 shared positions
$BRZE$KKR$WT
$247M
57 positions
#20Curran Financial Partners, LLCActive
Some overlap · 3 shared positions
$BRZE$KKR$WT
$559M
127 positions
#21Joseph Group Capital ManagementPassive
Some overlap · 3 shared positions
$BRZE$KKR$WT
$400M
379 positions
#22Greenhouse Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$BRZE$KKR$PM
$162M
57 positions
#23Manuka Financial, LLCActive
Some overlap · 3 shared positions
$BRZE$KKR$MU
$162M
56 positions
#24Winter & Associates, Inc.Passive
Some overlap · 4 shared positions
$BRZE$REGN$PLTR$WT
$114M
84 positions
#25WETZEL INVESTMENT ADVISORS, INC.Active
Some overlap · 3 shared positions
$BRZE$KKR$REGN
$252M
131 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.