13F Pro

Hedge Funds Similar to Allegheny Financial Group LTD

13F Portfolio OverlapQ1 2026Allegheny Financial Group LTD portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Allegheny Financial Group LTD is an institutional investor managing $742M across 290 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 Allegheny Financial Group LTD are PFS Partners,, Scott Advisors,, LifeGoal Investments,, with shared positions in $MS, $SLV, $VZ, $IBM, $USB, $FBTC. The full ranking of 25 similar funds is below.

#1PFS Partners, LLCActive
Notable overlap · 4 shared positions
$MS$SLV$VZ$IBM
$218M
590 positions
#2Scott Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$SLV$USB
$493M
58 positions
#3LifeGoal Investments, LLCPassive
Notable overlap · 4 shared positions
$MS$FBTC$SNPS$USB
$175M
112 positions
#4Williams & Novak, LLCPassive
Some overlap · 4 shared positions
$SLV$MS$USB$HSY
$134M
143 positions
#5VICTORY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$SLV$MS$PM
$814M
348 positions
#6Baer Investment Advisory LLCPassive
Some overlap · 3 shared positions
$SLV$MS$PM
$814M
348 positions
#7Custos Family Office, LLC
Some overlap · 4 shared positions
$MS$SNPS$USB$IBM
$147M
60 positions
#8Accel Wealth ManagementPassive
Some overlap · 3 shared positions
$MS$SLV$IBM
$383M
290 positions
#9Meridian Financial Partners LLCActive
Some overlap · 4 shared positions
$MS$USB$UNP$VZ
$263M
121 positions
#10BEACON ADVISORS HOLDINGS, LLCActive
Some overlap · 3 shared positions
$MS$SNPS$USB
$187M
37 positions
#11Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$MS$USB$AFL$HSY
$313M
119 positions
#12Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$MS$USB$VZ$PM
$284M
125 positions
#13Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive
Some overlap · 3 shared positions
$MS$SLV$USB
$3.5B
825 positions
#14RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MS$IBM$UNP
$181M
96 positions
#15Rooted Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$MS$SLV$USB
$379M
144 positions
#16COFG Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$FBTC$UNP
$404M
241 positions
#17Alliance Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MS$PM$VZ
$228M
158 positions
#18SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$MS$PM$VZ
$482M
173 positions
#19JGP Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$PNC$AFL
$961M
223 positions
#20Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$SLV$MS$PNC$HSY
$143M
104 positions
#21O'Domhnaill Enterprises, Inc.Passive
Some overlap · 6 shared positions
$SLV$IBM$PM$MPC$HSY$VZ
$124M
55 positions
#22Meridian Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$USB$IBM
$183M
141 positions
#23Wright Wealth LLCActive
Some overlap · 4 shared positions
$MS$VZ$IBM$PM
$149M
51 positions
#24Madrid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$IBM$USB
$133M
70 positions
#25Walser Wealth Management Company, A Ltd Liability CoActive
Some overlap · 4 shared positions
$SLV$FBTC$MS$VZ
$223M
187 positions

Compare Allegheny Financial Group LTD’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Allegheny Financial Group LTD’s holdings

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.