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Hedge Funds Similar to Altus Wealth Group

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

Altus Wealth Group LLC is an institutional investor managing $277M across 155 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 Group are Anson ,, Tandem Investment Partners, Copley Financial Group,, with shared positions in $REGN, $USB, $COP, $HON, $LMT, $EOG. The full ranking of 25 similar funds is below.

#1Anson Capital, Inc.Passive
Notable overlap · 3 shared positions
$REGN$USB$COP
$146M
90 positions
#2Tandem Investment Partners LLCPassive
Notable overlap · 3 shared positions
$REGN$USB$HON
$118M
73 positions
#3Copley Financial Group, Inc.Active
Some overlap · 4 shared positions
$REGN$USB$LMT$EOG
$166M
115 positions
#4Orion Investment CoActive
Some overlap · 4 shared positions
$REGN$NOW$UNP$ATO
$315M
69 positions
#5Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$USB$REGN$UNP$COP
$200M
119 positions
#6Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$REGN$LMT$HON
$170M
48 positions
#7Winter & Associates, Inc.Passive
Some overlap · 3 shared positions
$REGN$COP$HON
$114M
84 positions
#8AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 3 shared positions
$REGN$USB$NOW
$206M
97 positions
#9CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$REGN$UNP$USB$HON
$2.2B
145 positions
#10Drucker Wealth 3.0, LLCPassive
Some overlap · 3 shared positions
$REGN$USB$KMI
$573M
266 positions
#11TABLEAUX LLCPassive
Some overlap · 3 shared positions
$REGN$LMT$HON
$206M
113 positions
#12HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$USB$UNP$LMT$HON
$280M
107 positions
#13TAGStone Capital, Inc.Passive
Some overlap · 4 shared positions
$USB$UNP$COP$REGN
$283M
137 positions
#14Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$USB$AEP$EOG$LMT
$184M
32 positions
#15Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$REGN$AEP$FITB
$426M
229 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$USB$UNP$LMT$COP
$1.4B
56 positions
#17McMill Wealth ManagementActive
Some overlap · 4 shared positions
$USB$UNP$LMT$COP
$376M
58 positions
#18SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$UNP$USB$AEP$COP$KMI
$728M
79 positions
#19R.H. Investment Group, LLCPassive
Some overlap · 3 shared positions
$USB$UNP$COP
$130M
45 positions
#20SpringVest Wealth Management LLCActive
Some overlap · 4 shared positions
$USB$AEP$COP$REGN
$146M
67 positions
#21BCWM, LLCPassive
Some overlap · 4 shared positions
$USB$UNP$LMT$KMI
$353M
57 positions
#22Certified Advisory CorpPassive
Some overlap · 4 shared positions
$REGN$COP$USB$LMT
$1.1B
318 positions
#23Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$USB$AEP$EME$COP
$552M
93 positions
#24Community Bank of RaymoreActive
Some overlap · 4 shared positions
$USB$UNP$COP$HON
$149M
74 positions
#25HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$USB$UNP$COP$HON
$1.5B
477 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.