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 Alta Wealth Advisors

13F Portfolio OverlapQ1 2026Alta Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Alta Wealth Advisors LLC is an institutional investor managing $308M across 161 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 Alta Wealth Advisors are Cypress ,, Worth Asset ,, Horizon Investment Services,, with shared positions in $LRCX, $WT, $BRZE, $LMT, $AGQ, $COP. The full ranking of 25 similar funds is below.

#1Cypress Capital, LLCActive

Some overlap · 6 shared positions

$LRCX $WT $BRZE $LMT $AGQ $COP

$351M

95 positions

#2Worth Asset Management, LLCPassive

Some overlap · 6 shared positions

$LRCX $WT $MU $LMT $KLAC $MS

$268M

182 positions

#3Horizon Investment Services, LLCPassive

Some overlap · 6 shared positions

$LRCX $KLAC $MU $COP $APP $APH

$288M

137 positions

#4GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 6 shared positions

$LRCX $MU $KLAC $COP $GILD $APP

$6.0B

624 positions

#5Concord Asset Management, LLC/VAActive

Some overlap · 6 shared positions

$WT $LRCX $LMT $AGQ $COP $MS

$592M

117 positions

#6NewEdge Wealth, LLCPassive

Some overlap · 5 shared positions

$LRCX $KLAC $WT $LMT $GILD

$8.4B

1,124 positions

#7PCB Capital LLCPassive

Some overlap · 6 shared positions

$KLAC $MU $BRZE $COP $APP $APH

$63M

101 positions

#8Concord Wealth PartnersPassive

Some overlap · 6 shared positions

$WT $LMT $AGQ $COP $LRCX $MS

$770M

207 positions

#9STF Management LP

Some overlap · 5 shared positions

$LRCX $KLAC $MU $GILD $APP

$107M

101 positions

#10FCG Investment CoPassive

Some overlap · 5 shared positions

$LRCX $MU $BRZE $LMT $GILD

$228M

100 positions

#11FCF Advisors LLCPassive

Some overlap · 5 shared positions

$LRCX $KLAC $LMT $GILD $APP

$444M

52 positions

#12Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$LRCX $KLAC $MU $APP $APH

$172M

76 positions

#13Western Financial Corp/CAActive

Some overlap · 5 shared positions

$LRCX $MU $KLAC $LMT $APH

$255M

127 positions

#14Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$LRCX $KLAC $MU $CRDO $APH

$65M

34 positions

#15AXS Investments LLCActive

Some overlap · 5 shared positions

$WT $MU $AGQ $COP $APP

$248M

189 positions

#16Donoghue Forlines LLCPassive

Some overlap · 5 shared positions

$LRCX $MU $LMT $GILD $CBOE

$361M

118 positions

#17PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$LRCX $MU $AGQ $APP $CRDO

$594M

178 positions

#18McGuire Investment Group, LLCActive

Some overlap · 5 shared positions

$LRCX $WT $LMT $MS $CBOE

$885M

121 positions

#19Consolidated Planning CorpActive

Some overlap · 5 shared positions

$WT $KLAC $LRCX $MS $APH

$617M

144 positions

#20NatWest Group plcActive

Some overlap · 5 shared positions

$LRCX $KLAC $GILD $MS $CBOE

$462M

44 positions

#21Wahed Invest LLCPassive

Some overlap · 5 shared positions

$LRCX $MU $KLAC $GILD $COP

$770M

225 positions

#22Nikulski Financial, Inc.Passive

Some overlap · 4 shared positions

$LRCX $WT $BRZE $LMT

$405M

175 positions

#23Passumpsic Savings Bank

Some overlap · 5 shared positions

$LRCX $MU $BRZE $APH $CBOE

$183M

90 positions

#24Wakefield Asset Management LLLPPassive

Some overlap · 6 shared positions

$LRCX $GILD $RBC $MS $APH $CBOE

$377M

211 positions

#25Bridgewater Associates, LPActive

Some overlap · 5 shared positions

$LRCX $MU $KLAC $CRDO $APH

$22.4B

993 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.