13F Pro

Hedge Funds Similar to Alta Wealth Advisors

13F Portfolio OverlapQ2 2026Alta Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Alta Wealth Advisors LLC is an institutional investor managing $369M across 170 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 Alta Wealth Advisors are Markin Volterra Fund, FCF Advisors, Bensler, with shared positions in $CRDO, $KLAC, $WDC, $APH, $MRVL, $VRT. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive
Notable overlap · 7 shared positions
$CRDO$KLAC$WDC$APH$MRVL$VRT
$147M
69 positions
#2FCF Advisors LLCPassive
Notable overlap · 6 shared positions
$KLAC$STRL$APP$LMT$GILD$VRT
$544M
58 positions
#3Bensler, LLCPassive
Some overlap · 5 shared positions
$KLAC$STRL$WDC$LMT$VRT
$1.1B
198 positions
#4ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 7 shared positions
$CRDO$KLAC$APP$VRT$COHR$APH
$4.4B
109 positions
#5Spear Advisors LLCActive
Some overlap · 4 shared positions
$KLAC$CRDO$MRVL$COHR
$291M
28 positions
#6Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$APP$APH$VRT$MRVL
$228M
70 positions
#7Inspire Investing, LLCPassive
Some overlap · 6 shared positions
$KLAC$APH$WDC$VRT$APP$MRVL
$2.4B
1,266 positions
#8Proem Advisors LLCActive
Some overlap · 5 shared positions
$KLAC$CRDO$APP$MRVL$COHR
$1.9B
56 positions
#9LOGAN CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$KLAC$STRL$APP$APH
$2.7B
443 positions
#10PCB Capital LLCPassive
Some overlap · 4 shared positions
$KLAC$STRL$APP$APH
$82M
114 positions
#11VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 5 shared positions
$KLAC$LMT$GILD$APH$MRVL
$900M
1,056 positions
#12DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$CRDO$STRL$APP$MRVL$VRT
$220M
35 positions
#13BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 5 shared positions
$CRDO$KLAC$WDC$MRVL$APP
$462M
122 positions
#14ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 4 shared positions
$KLAC$WDC$APH$MRVL
$409M
182 positions
#15Taylor Frigon Capital Management LLCPassive
Some overlap · 4 shared positions
$CRDO$KLAC$APH$MRVL
$214M
93 positions
#16Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$CRDO$GILD$VRT
$238M
149 positions
#17Horizon Investment Services, LLCPassive
Some overlap · 4 shared positions
$KLAC$STRL$APP$APH
$360M
143 positions
#18Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$STRL$MRVL$VRT
$375M
75 positions
#19Impax Asset Management Group plcActive
Some overlap · 4 shared positions
$KLAC$APH$MRVL$VRT
$15.4B
284 positions
#20BRAUN STACEY ASSOCIATES INCActive
Some overlap · 5 shared positions
$CRDO$APP$WDC$APH$VRT
$3.5B
113 positions
#21Telligent Fund, LPActive
Some overlap · 4 shared positions
$KLAC$APH$VRT$COHR
$136M
23 positions
#22Wakefield Asset Management LLLPPassive
Some overlap · 7 shared positions
$WDC$APH$RBC$VRT$COHR$CBOE
$444M
225 positions
#23VMS Asset Management LimitedPassive
Some overlap · 5 shared positions
$CRDO$WDC$MRVL$VRT$COHR
$315M
33 positions
#24OAK ASSOCIATES LTD /OH/Active
Some overlap · 4 shared positions
$KLAC$APH$LMT$GILD
$1.8B
139 positions
#25OAK RIDGE INVESTMENTS LLCActive
Some overlap · 6 shared positions
$KLAC$MRVL$VRT$COHR$CRDO$APP
$1.8B
170 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.