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 AlTi Global,

13F Portfolio OverlapQ1 2026AlTi Global, portfolio →

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Most similar hedge funds by 13F overlap

AlTi Global, Inc. is an institutional investor managing $4.6B across 437 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 AlTi Global, are Permanens, Beacon Harbor Wealth Advisors,, REUTER JAMES WEALTH ,, with shared positions in $IAU, $IAUM, $WT, $CCJ, $UNH, $MDT. The full ranking of 25 similar funds is below.

#1Permanens Capital L.P.Smart money

Some overlap · 5 shared positions

$IAU $IAUM $WT $CCJ $UNH

$776M

88 positions

#2Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 7 shared positions

$IAU $MDT $WT $PLD $VZ $UNH

$477M

70 positions

#3REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$IAU $UBER $MDT $WT $CME

$697M

218 positions

#4Bulltick Wealth Management, LLCPassive

Some overlap · 6 shared positions

$IAU $NOW $WT $UBER $IBIT $UNH

$453M

137 positions

#5ANDERSON HOAGLAND & COPassive

Some overlap · 4 shared positions

$IAU $WT $UBER $CCJ

$1.2B

136 positions

#6Farrell Financial LLCPassive

Some overlap · 4 shared positions

$IAU $NOW $WT $UBER

$167M

76 positions

#7Broussard Financial Group LLCActive

Some overlap · 4 shared positions

$IAU $WT $IBIT $EPAM

$125M

29 positions

#8WealthCare Investment Partners, LLCPassive

Some overlap · 4 shared positions

$IAU $WT $NOW $VZ

$360M

191 positions

#9Alpha Zero LLCActive

Some overlap · 4 shared positions

$IAU $WT $IBIT $CME

$198M

79 positions

#10Arnhold LLCActive

Some overlap · 4 shared positions

$IAU $UBER $VZ $UNH

$1.4B

118 positions

#11MBA Advisors LLCPassive

Some overlap · 4 shared positions

$IAU $WT $VZ $AMGN

$260M

146 positions

#12CAPE ANN SAVINGS BANKPassive

Some overlap · 3 shared positions

$IAU $WT $MDT

$199M

121 positions

#13NavPoint Financial, Inc.Active

Some overlap · 4 shared positions

$IAU $IAUM $IBIT $UNH

$247M

71 positions

#14Financial Harvest, LLCActive

Some overlap · 3 shared positions

$IAU $WT $DIS

$170M

57 positions

#15BANNERMAN WEALTH MANAGEMENT GROUP, LLCSmart money

Some overlap · 3 shared positions

$IAU $WT $DIS

$148M

32 positions

#16Ridge Creek Global, IncActive

Some overlap · 3 shared positions

$IAU $WT $DIS

$118M

85 positions

#17Summit Place Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $WT $DIS

$208M

106 positions

#18Modus Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $UBER $IBIT

$363M

117 positions

#19Vision Capital Management, Inc.Active

Some overlap · 4 shared positions

$IAU $DIS $NOW $AMGN

$792M

150 positions

#20Wallington Asset Management, LLCActive

Some overlap · 4 shared positions

$IAU $MDT $DIS $AMGN

$752M

61 positions

#21Proficio Capital Partners LLCActive

Some overlap · 4 shared positions

$IAU $UBER $EPAM $IBIT

$1.9B

248 positions

#22First Financial Group CorpActive

Some overlap · 3 shared positions

$IAU $WT $DIS

$122M

80 positions

#23Exit Wealth Advisors, LLC.Active

Some overlap · 3 shared positions

$IAU $WT $IBIT

$195M

131 positions

#24ATX Financial Planning, LLCPassive

Some overlap · 3 shared positions

$IAU $WT $IBIT

$132M

81 positions

#25Signet Investment Advisory Group, Inc.Passive

Some overlap · 4 shared positions

$IAU $MDT $UNH $AMGN

$218M

69 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.