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Hedge Funds Similar to Alaethes Wealth,

13F Portfolio OverlapQ1 2026Alaethes Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Alaethes Wealth, LLC is an institutional investor managing $351M across 124 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 Alaethes Wealth, are McGuire Investment Group,, Blue Chip Partners,, Employees Provident Fund Board, with shared positions in $ASML, $AMAT, $MS, $CBOE, $CME, $ISRG. The full ranking of 25 similar funds is below.

#1McGuire Investment Group, LLCActive
Notable overlap · 6 shared positions
$ASML$AMAT$MS$CBOE$CME$ISRG
$885M
121 positions
#2Blue Chip Partners, LLCActive
Some overlap · 7 shared positions
$ASML$MS$PM$NEE$TMUS$PANW
$1.4B
170 positions
#3Employees Provident Fund BoardActive
Some overlap · 6 shared positions
$AMAT$DDOG$PANW$CRWD$NEE$ISRG
$13.2B
70 positions
#4Boomfish Wealth Group, LLCPassive
Some overlap · 5 shared positions
$ASML$AMAT$ANET$PANW$NEE
$187M
87 positions
#5FourThought Financial Partners, LLCPassive
Some overlap · 6 shared positions
$ASML$MS$AMAT$CB$CME$NEE
$1.2B
384 positions
#6Phraction Management LLCActive
Some overlap · 5 shared positions
$ASML$AMAT$WMB$TDG$PM
$483M
65 positions
#7ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DDOG$ASML$CB$CRWD$KR
$723M
93 positions
#8Faithward Advisors, LLCPassive
Some overlap · 6 shared positions
$ANET$IAU$ASML$KMI$CRWD$HII
$701M
261 positions
#9CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$ASML$AMAT$LNG$PANW$NEE
$60M
36 positions
#10FARMERS TRUST COPassive
Some overlap · 7 shared positions
$LNG$CME$PM$NEE$KMI$CB
$637M
203 positions
#11Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$AMAT$ANET$ASML$PANW$CRWD
$172M
76 positions
#12KKM Financial LLCPassive
Some overlap · 5 shared positions
$ASML$AMAT$PANW$CB$CME
$563M
168 positions
#13CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$ANET$AMAT$PANW$NEE$TMUS
$180M
58 positions
#14Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 6 shared positions
$AMAT$DDOG$PANW$CRWD$ISRG$DE
$194M
146 positions
#15GUERRA PAN ADVISORS, LLCPassive
Some overlap · 6 shared positions
$ASML$ANET$CRWD$TDG$ISRG$NEE
$162M
121 positions
#16OPAL CAPITAL LLCPassive
Some overlap · 6 shared positions
$ASML$KMI$CME$PM$NEE$BTI
$565M
141 positions
#17REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$IAU$WMB$LNG$DE$CME$ISRG
$697M
218 positions
#18MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$WMB$MS$LNG$DE$PM$NEE
$460M
115 positions
#19Regency Capital Management Inc.\DEPassive
Some overlap · 5 shared positions
$ASML$IAU$LNG$PANW$CB
$224M
60 positions
#20Benchstone Capital Management LPPassive
Some overlap · 4 shared positions
$ASML$AMAT$DDOG$TMUS
$860M
38 positions
#21Galaxy Digital Capital Management GP LLCActive
Some overlap · 4 shared positions
$DDOG$AMAT$MS$CRWD
$95M
54 positions
#22CAPITAL ADVISORS INC/OKPassive
Some overlap · 5 shared positions
$AMAT$WMB$MS$PANW$ISRG
$6.2B
357 positions
#23Bank OZKPassive
Some overlap · 5 shared positions
$AMAT$ANET$KR$IAU$TMUS
$283M
149 positions
#24Gouws Capital LLCActive
Some overlap · 6 shared positions
$LNG$CBOE$PANW$MS$DE$NEE
$189M
58 positions
#25Taylor Hoffman Capital Management LLCPassive
Some overlap · 5 shared positions
$ANET$AMAT$DE$PM$CBOE
$325M
116 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.