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Hedge Funds Similar to Altus Wealth ,

13F Portfolio OverlapQ1 2026Altus Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Altus Wealth Management, LLC is an institutional investor managing $225M across 28 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 Altus Wealth , are Provident Wealth ,, Talisman Wealth Advisors, Strategies Wealth Advisors,, with shared positions in $MS, $SNOW, $MDLZ, $MAR. The full ranking of 25 similar funds is below.

#1Provident Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MS$SNOW$MDLZ
$331M
134 positions
#2Talisman Wealth Advisors LLCPassive
Notable overlap · 3 shared positions
$MS$MAR$MDLZ
$124M
101 positions
#3Strategies Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$SNOW$MAR
$995M
193 positions
#4Morangie Management LLCActive
Some overlap · 3 shared positions
$MS$SNOW$MAR
$109M
34 positions
#5Systelligence, LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$MAR
$514M
56 positions
#6D'Orazio & Associates, Inc.Active
Some overlap · 3 shared positions
$MS$SNOW$MAR
$772M
299 positions
#7Madison Wealth Partners, IncPassive
Some overlap · 3 shared positions
$MS$MAR$MDLZ
$627M
220 positions
#8Stonebridge Financial Planning Group, LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$MAR
$272M
171 positions
#9Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$MS$SNOW$MAR
$257M
109 positions
#10FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 4 shared positions
$MS$SNOW$MAR$MDLZ
$1.5B
341 positions
#11Innovative Wealth Building LLCActive
Some overlap · 3 shared positions
$MS$SNOW$MAR
$142M
70 positions
#12STEVENS CAPITAL PARTNERSPassive
Some overlap · 3 shared positions
$MS$SNOW$MAR
$416M
126 positions
#13XML Financial, LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$MAR
$1.2B
421 positions
#14JPL Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$MDLZ
$435M
1,554 positions
#15Financial Concepts Unlimited, Inc.Active
Some overlap · 3 shared positions
$MS$MDLZ$MAR
$112M
44 positions
#16TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$MAR
$4.8B
1,649 positions
#17Pinion Investment Advisors, LLCActive
Some overlap · 3 shared positions
$MS$SNOW$MDLZ
$428M
181 positions
#18Beckerman Institutional, LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$MAR
$188M
121 positions
#19Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$MAR
$107M
54 positions
#20Lineweaver Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$MDLZ
$742M
168 positions
#21Wealth Group LtdSmart money
Slight overlap · 3 shared positions
$MS$MAR$MDLZ
$439M
94 positions
#22FIRST MERCHANTS CORPActive
Slight overlap · 3 shared positions
$MS$SNOW$MAR
$2.6B
359 positions
#23UPTICK PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$MS$SNOW$MDLZ
$502M
293 positions
#24Beacon Financial Advisory LLCPassive
Slight overlap · 3 shared positions
$MS$MAR$MDLZ
$443M
402 positions
#25First Citizens Financial CorpPassive
Slight overlap · 3 shared positions
$SNOW$MS$MDLZ
$212M
135 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.