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Hedge Funds Similar to ATTICUS WEALTH ,

13F Portfolio OverlapQ1 2026ATTICUS WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

ATTICUS WEALTH MANAGEMENT, LLC is an institutional investor managing $420M across 177 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 ATTICUS WEALTH , are W ADVISORS,, EDGAR LOMAX /VA, Wolfstich ,, with shared positions in $MDLZ, $KKR, $KO, $HUM, $MAR, $NEE. The full ranking of 25 similar funds is below.

#1W ADVISORS, LLCPassive
Some overlap · 7 shared positions
$MDLZ$KKR$KO$HUM$MAR$NEE
$195M
141 positions
#2EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$MDLZ$KO$NEE$MS
$1.4B
56 positions
#3Wolfstich Capital, LLCActive
Some overlap · 3 shared positions
$MDLZ$KO$HUM
$114M
45 positions
#4MANE GLOBAL CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$MDLZ$KO$MAR
$971M
57 positions
#5RIA Advisory Group LLCPassive
Some overlap · 3 shared positions
$MDLZ$KO$PLTR
$421M
145 positions
#6Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$MDLZ$KO$AMAT
$5.8B
143 positions
#7Talisman Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$KKR$KO$HUM$NEE$MDLZ$MAR
$124M
101 positions
#8MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 6 shared positions
$KKR$KO$MDLZ$HUM$NEE$PLTR
$189M
510 positions
#9TSA Wealth Managment LLCPassive
Some overlap · 3 shared positions
$MDLZ$KO$KKR
$309M
105 positions
#10Nova Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MDLZ$MAR$PLTR$QUBT$GSAT
$154M
545 positions
#11Investors Research CorpPassive
Some overlap · 3 shared positions
$MDLZ$KKR$GSAT
$523M
848 positions
#12Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$MDLZ$KKR$HUM
$115M
115 positions
#13Adirondack Capital Advisors, LLCSmart money
Some overlap · 5 shared positions
$MDLZ$KKR$HUM$MS$GEV
$156M
44 positions
#14CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$MDLZ$KO$AMAT
$1.4B
80 positions
#15Drucker Wealth 3.0, LLCPassive
Some overlap · 6 shared positions
$KKR$HUM$MAR$NEE$KO$AMAT
$573M
266 positions
#16Financial Enhancement Group LLCPassive
Some overlap · 5 shared positions
$MDLZ$NEE$KKR$GSAT$GEV
$807M
135 positions
#17ACCESS FINANCIAL SERVICES, INC.Active
Some overlap · 3 shared positions
$MDLZ$KO$KKR
$282M
95 positions
#18RM Financial Services, LLCActive
Some overlap · 6 shared positions
$KKR$HUM$MAR$TPR$AMAT$QUBT
$116M
75 positions
#19M.E. ALLISON & CO., INC.Passive
Some overlap · 4 shared positions
$KO$KKR$HUM$MAR
$151M
193 positions
#20ROBINSON SMITH WEALTH ADVISORS LLCActive
Some overlap · 4 shared positions
$MDLZ$HUM$NEE$MS
$148M
84 positions
#21Excelsior Advisor Network LLCPassive
Some overlap · 4 shared positions
$KKR$MDLZ$HUM$NEE
$263M
226 positions
#22EHRLICH FINANCIAL GROUPPassive
Some overlap · 5 shared positions
$MDLZ$HUM$GSAT$MS$KKR
$174M
112 positions
#23Wealth Group LtdSmart money
Some overlap · 4 shared positions
$MDLZ$MAR$MS$HUM
$439M
94 positions
#24Pavion Blue Capital, LLCPassive
Some overlap · 3 shared positions
$MDLZ$KO$GEV
$230M
108 positions
#25Sandbox Financial Partners, LLCActive
Some overlap · 6 shared positions
$MDLZ$HUM$NEE$MS$GEV$KKR
$356M
117 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.