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 Atlas Private Wealth Advisors

13F Portfolio OverlapQ2 2026Atlas Private Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Atlas Private Wealth Advisors is an institutional investor managing $457M across 139 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Atlas Private Wealth Advisors are Graetz Wealth, Avantax Planning Partners, Convergence Financial, with shared positions in $STT, $PLTR, $TT, $IBIT, $AMGN, $TXN. The full ranking of 25 similar funds is below.

#1Graetz Wealth LLCActive

Notable overlap · 4 shared positions

$STT $PLTR $TT $IBIT

$125M

84 positions

#2Avantax Planning Partners, Inc.Active

Notable overlap · 3 shared positions

$STT $AMGN $TXN

$4.0B

454 positions

#3Convergence Financial, LLCPassive

Notable overlap · 4 shared positions

$STT $PLTR $IBIT $O

$1.3B

272 positions

#4Financial Engines Advisors L.L.C.Active

Notable overlap · 4 shared positions

$STT $PLTR $TT $IBIT

$56.3B

552 positions

#5Friday FinancialActive

Notable overlap · 4 shared positions

$STT $PLTR $IBIT $TXN

$373M

108 positions

#6American National Bank of TexasActive

Notable overlap · 3 shared positions

$STT $TT $AMGN

$110M

56 positions

#7Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$STT $TT $IBIT

$180M

73 positions

#8Econ Financial Services CorpPassive

Notable overlap · 3 shared positions

$STT $AMGN $TT

$214M

72 positions

#9GLOBALT Investments LLC / GAActive

Notable overlap · 3 shared positions

$STT $AMGN $TXN

$3.0B

213 positions

#10Aspect Partners, LLCActive

Some overlap · 3 shared positions

$STT $AMGN $PLTR

$268M

679 positions

#11StrongBox Wealth, LLCPassive

Some overlap · 3 shared positions

$STT $AMGN $PLTR

$351M

267 positions

#12MATAURO, LLCActive

Some overlap · 3 shared positions

$STT $PLTR $IBIT

$756M

158 positions

#13Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 3 shared positions

$STT $AMGN $AXP

$169M

339 positions

#14Brady Martz Wealth Solutions, LLCPassive

Some overlap · 3 shared positions

$STT $AMGN $TXN

$662M

228 positions

#15Verity & Verity, LLCActive

Some overlap · 3 shared positions

$STT $AMGN $TXN

$1.5B

138 positions

#16Foguth Wealth Management, LLC.Active

Some overlap · 3 shared positions

$STT $PLTR $TXN

$879M

213 positions

#17Heritage Wealth Management, Inc. /CA/Active

Some overlap · 3 shared positions

$STT $PLTR $TXN

$263M

100 positions

#18CAP Partners, LLCPassive

Some overlap · 4 shared positions

$STT $PLTR $IBIT $O

$204M

155 positions

#19Walsky Investment Management, Inc.Passive

Some overlap · 3 shared positions

$STT $AMGN $TXN

$108M

52 positions

#20New England Capital Financial Advisors LLCSmart money

Some overlap · 3 shared positions

$STT $TT $AXP

$418M

431 positions

#21PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Some overlap · 3 shared positions

$PLTR $STT $AMGN

$3.2B

77 positions

#22OpenArc Corporate Advisory, LLCActive

Some overlap · 3 shared positions

$AMGN $PLTR $TXN

$8.4B

789 positions

#23Martin Capital Partners, LLCPassive

Some overlap · 4 shared positions

$AMGN $O $POR $TXN

$272M

72 positions

#24NTV ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$PLTR $STT $AMGN

$1.0B

317 positions

#25Bannerstone Capital Management, LLCPassive

Some overlap · 3 shared positions

$PLTR $STT $AXP

$119M

113 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.