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Hedge Funds Similar to Alaethes Wealth

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

Alaethes Wealth, LLC is an institutional investor managing $345M across 111 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 Alaethes Wealth are Freedom Day Solutions, Blue Chip Partners, GUERRA PAN ADVISORS, with shared positions in $ASML, $WMB, $KLAC, $MS, $ANET, $CB. The full ranking of 25 similar funds is below.

#1Freedom Day Solutions, LLCActive
Notable overlap · 8 shared positions
$ASML$WMB$KLAC$MS$ANET$CB
$455M
133 positions
#2Blue Chip Partners, LLCActive
Notable overlap · 6 shared positions
$ASML$MS$CRWD$KLAC$PM$NEE
$1.6B
184 positions
#3GUERRA PAN ADVISORS, LLCPassive
Notable overlap · 5 shared positions
$ASML$ANET$CRWD$TDG$MS
$176M
113 positions
#4Faithward Advisors, LLCPassive
Notable overlap · 5 shared positions
$ASML$ANET$CRWD$KLAC$IAU
$819M
339 positions
#5STRATEGIC PLANNING GROUP, LLCActive
Notable overlap · 5 shared positions
$ANET$ASML$MS$CBOE$VRTX
$965M
79 positions
#6DJE Kapital AGActive
Notable overlap · 6 shared positions
$ASML$MS$ANET$ROK$UBS$NEE
$5.3B
124 positions
#7Covenant Asset Management, LLCPassive
Notable overlap · 5 shared positions
$ASML$MS$ANET$KLAC$VRTX
$746M
169 positions
#8Foundations Investment Advisors, LLCPassive
Notable overlap · 7 shared positions
$ASML$MS$IAU$SO$WMB$LNG
$9.7B
1,202 positions
#9Gunderson Capital Management Inc.Active
Some overlap · 4 shared positions
$ASML$ANET$KLAC$LNG
$359M
54 positions
#10Evansbrook LLCActive
Some overlap · 8 shared positions
$ASML$MS$CRWD$NEE$ANET$DE
$171M
126 positions
#11SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 7 shared positions
$KLAC$CRWD$ANET$IAU$NEE$TDG
$2.1B
218 positions
#12Paragon Advisors, LLCSmart money
Some overlap · 4 shared positions
$ASML$ANET$CRWD$LNG
$476M
77 positions
#13Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$ANET$CRWD$MS$KLAC
$169M
77 positions
#14Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$ASML$ANET$KLAC$VRTX
$231M
102 positions
#15HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$MS$KLAC$CRWD$ASML$PM$NEE
$1.7B
479 positions
#16FAIRFIELD, BUSH & CO.Passive
Some overlap · 4 shared positions
$ASML$ANET$CRWD$PM
$203M
126 positions
#17Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$ASML$MS$ANET$NEE$SO
$221M
41 positions
#18Impact Investors, IncActive
Some overlap · 4 shared positions
$ANET$ASML$KLAC$IAU
$137M
88 positions
#19Altman Advisors, Inc.Passive
Some overlap · 6 shared positions
$ANET$UBS$MS$IAU$DE$CBOE
$279M
93 positions
#20Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 5 shared positions
$ANET$CRWD$ASML$SO$NEE
$2.7B
206 positions
#21Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$ANET$ASML$DE$LNG$NEE$VRTX
$127M
58 positions
#22GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$ANET$ASML$MS$PM$SO
$2.3B
224 positions
#23Skyline Advisors, Inc.Active
Some overlap · 7 shared positions
$CRWD$IAU$DE$PM$SO$KLAC
$319M
123 positions
#24Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$ANET$CRWD$KLAC$PM
$207M
82 positions
#25Fire Capital Management LLCPassive
Some overlap · 7 shared positions
$ANET$DE$PM$LNG$ROK$CRWD
$384M
149 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.