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Hedge Funds Similar to Atlas Private Wealth Advisors

13F Portfolio OverlapQ1 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 $425M across 132 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 Atlas Private Wealth Advisors are Crumly & Associates, Developers,, Accel Wealth, with shared positions in $MS, $JHG, $DIA, $FITB, $DHR, $GMM. The full ranking of 25 similar funds is below.

#1Crumly & Associates Inc.Passive
Some overlap · 4 shared positions
$MS$JHG$DIA$FITB
$476M
200 positions
#2Capital Developers, LLCActive
Some overlap · 4 shared positions
$MS$DHR$GMM$WT
$111M
52 positions
#3Accel Wealth ManagementPassive
Some overlap · 4 shared positions
$MS$JHG$PLTR$INTC
$383M
290 positions
#4Cambridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$GMM$DHR$DIA$IBIT
$295M
168 positions
#5APS Management Group, Inc.Passive
Some overlap · 4 shared positions
$MS$DHR$GMM$QUBT
$117M
72 positions
#6Autumn Glory Partners, LLCPassive
Some overlap · 3 shared positions
$MS$JHG$DIA
$272M
204 positions
#7Eldridge Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$DHR$MS$JHG$WT$DIA
$456M
154 positions
#8COFG Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$DHR$PLTR
$404M
241 positions
#9TRB Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$GMM$WT
$704M
285 positions
#10Retirement Management Systems Inc.Active
Some overlap · 3 shared positions
$MS$JHG$WT
$415M
51 positions
#11Ritter Daniher Financial Advisory LLC / DEActive
Some overlap · 3 shared positions
$MS$JHG$WT
$589M
590 positions
#12YARGER WEALTH STRATEGIES, LLCPassive
Some overlap · 3 shared positions
$MS$JHG$WT
$248M
125 positions
#13Flagship Capital Management Inc.Active
Some overlap · 3 shared positions
$MS$JHG$AMGN
$136M
48 positions
#14Quad-Cities Investment Group, LLCPassive
Some overlap · 3 shared positions
$MS$JHG$FITB
$251M
200 positions
#15Hubbell Strickland Wealth Management, LLCActive
Some overlap · 5 shared positions
$MS$DHR$PLTR$DIA$INTC
$251M
83 positions
#16Redwood Financial Network CorpPassive
Some overlap · 5 shared positions
$JHG$DHR$GMM$MS$WT
$153M
170 positions
#17Split Rock Private Trading & Wealth Management, LLCActive
Some overlap · 3 shared positions
$JHG$GMM$MS
$129M
46 positions
#18Destiny Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$JHG$MS$PLTR
$914M
1,148 positions
#19Sterneck Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$JHG$PLTR
$223M
116 positions
#20FORTE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MS$DHR$IBIT
$228M
76 positions
#21Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$MS$DHR$IBIT
$1.0B
279 positions
#22Buck Wealth Strategies, LLCActive
Some overlap · 4 shared positions
$MS$JHG$AMGN$HPQ
$810M
166 positions
#23J.W. COLE ADVISORS, INC.Passive
Some overlap · 6 shared positions
$MS$JHG$DIA$DHR$PLTR$WT
$3.0B
785 positions
#24FC Advisory LLCActive
Some overlap · 3 shared positions
$MS$DHR$GMM
$342M
115 positions
#25CGN Advisors LLCPassive
Some overlap · 3 shared positions
$GMM$JHG$WT
$1.3B
317 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.