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Hedge Funds Similar to Systematic Alpha Investments,

13F Portfolio OverlapQ1 2026Systematic Alpha Investments, portfolio →
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Most similar hedge funds by 13F overlap

Systematic Alpha Investments, LLC is an institutional investor managing $2.8B across 234 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 Systematic Alpha Investments, are RBA Wealth ,, Palmer Knight, Cohen ,, with shared positions in $AMAT, $MAR, $WM, $AEP, $MET, $TMUS. The full ranking of 25 similar funds is below.

#1RBA Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$AMAT$MAR$WM$AEP$MET$TMUS
$278M
92 positions
#2Palmer Knight CoPassive
Some overlap · 5 shared positions
$AMAT$TRV$WM$MAR$UNH
$205M
32 positions
#3Cohen Capital Management, Inc.Passive
Some overlap · 4 shared positions
$AMAT$MAR$UNP$UNH
$644M
154 positions
#4FRG Family Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$AMAT$HUM$MAR
$611M
156 positions
#5Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$AMAT$HUM$MAR
$145M
35 positions
#6Applied Finance Capital Management, LLCPassive
Some overlap · 5 shared positions
$AMAT$TRV$UNP$MET$VZ
$1.3B
218 positions
#7Finward BancorpPassive
Some overlap · 5 shared positions
$HUM$MAR$MCD$TRV$VZ
$125M
104 positions
#8BCV Asset Management Inc.Active
Some overlap · 5 shared positions
$AMAT$HUM$UNP$SLF$UNH
$2.9B
120 positions
#9Hartford Financial Management Inc.Passive
Some overlap · 3 shared positions
$AMAT$MAR$UNP
$392M
344 positions
#10NS Partners LtdActive
Some overlap · 6 shared positions
$AMAT$MAR$MCD$UNH$YUM$TMUS
$2.2B
71 positions
#11Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$AMAT$TRV$UNH
$2.4B
291 positions
#12ORSER CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$HUM$MAR$WM$UNP
$153M
46 positions
#13SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 4 shared positions
$HUM$MAR$MCD$LRCX
$106M
89 positions
#14CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 5 shared positions
$HUM$MAR$MCD$UNP$YUM
$105M
80 positions
#15Persium Advisors, LLCActive
Some overlap · 7 shared positions
$AMAT$MCD$UNP$LRCX$MET$UNH
$127M
60 positions
#16Nikulski Financial, Inc.Passive
Some overlap · 5 shared positions
$HUM$WM$MCD$LRCX$ALL
$405M
175 positions
#17Midway Capital Research & ManagementPassive
Some overlap · 4 shared positions
$AMAT$HUM$MCD$WM
$106M
117 positions
#18CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 4 shared positions
$HUM$MAR$MCD$AMAT
$689M
198 positions
#19OUTFITTERS FINANCIAL LLCPassive
Some overlap · 3 shared positions
$AMAT$WM$MCD
$129M
80 positions
#20Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$TRV$MAR$MCD$UNP$UNH$VZ
$78M
111 positions
#21Commonwealth Retirement Investments LLCPassive
Some overlap · 7 shared positions
$AMAT$ALL$LRCX$MET$BMY$UNH
$323M
122 positions
#22E&G Advisors, LPPassive
Some overlap · 4 shared positions
$HUM$MAR$LRCX$AMAT
$449M
236 positions
#23Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$AMAT$MCD$AEP
$184M
32 positions
#24NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 3 shared positions
$AMAT$WM$UNP
$1.5B
139 positions
#25W ADVISORS, LLCPassive
Some overlap · 5 shared positions
$HUM$MAR$BMY$MCD$VZ
$195M
141 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.