13F Pro

Hedge Funds Similar to Atlantic Private Wealth

13F Portfolio OverlapQ2 2026Atlantic Private Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Atlantic Private Wealth, LLC is an institutional investor managing $163M across 301 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 Atlantic Private Wealth are SAGE RHINO, Titan Wealth (CI) Ltd, Boston Common Asset, with shared positions in $COIN, $SNDK, $ASML, $AXP, $EW, $RDDT. The full ranking of 25 similar funds is below.

#1SAGE RHINO CAPITAL LLCPassive
Slight overlap · 4 shared positions
$COIN$SNDK$ASML$AXP
$617M
385 positions
#2Titan Wealth (CI) LtdPassive
Slight overlap · 3 shared positions
$EW$COIN$RDDT
$269M
51 positions
#3Boston Common Asset Management, LLCPassive
Slight overlap · 6 shared positions
$EW$ASML$AWK$FITB$CMI$TJX
$1.7B
186 positions
#4Fulcrum Capital LLCActive
Slight overlap · 3 shared positions
$EW$COIN$AWK
$493M
103 positions
#5Richard W. Paul & Associates, LLCPassive
Slight overlap · 4 shared positions
$COIN$ASML$D$BABA
$327M
320 positions
#6SHELTON WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$EW$ASML$GD$DE
$255M
144 positions
#7Leonteq Securities AGPassive
Slight overlap · 3 shared positions
$COIN$SNDK$BABA
$2.9B
1,273 positions
#8Transamerica Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$SNDK$ASML$ARWR$TJX
$1.2B
2,188 positions
#9Fisher Funds Management LTDActive
Slight overlap · 3 shared positions
$EW$ASML$AXP
$3.5B
174 positions
#10Midwest Professional Planners, LTD.Passive
Slight overlap · 4 shared positions
$EW$ASML$AXP$CMI
$510M
131 positions
#11AM INVESTMENT STRATEGIES LLCActive
Slight overlap · 3 shared positions
$COIN$ASML$EPD
$521M
114 positions
#12Three Bridge Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$COIN$ASML$GD
$399M
87 positions
#13Washington Trust Advisors, Inc.Passive
Slight overlap · 3 shared positions
$EW$ASML$DE
$1.3B
724 positions
#14Compound Planning, Inc.Passive
Slight overlap · 3 shared positions
$COIN$ASML$FIG
$3.8B
1,260 positions
#15Birch Hill Investment Advisors LLCActive
Slight overlap · 3 shared positions
$EW$ASML$TJX
$2.5B
211 positions
#16Spectrum Asset Management, Inc. (NB/CA)Passive
Slight overlap · 3 shared positions
$EW$ASML$DE
$362M
116 positions
#17Wellington Shields Capital Management, LLCPassive
Slight overlap · 5 shared positions
$EW$ASML$AXP$BX$RDDT
$788M
334 positions
#18Toroso Investments, LLCPassive
Slight overlap · 3 shared positions
$COIN$ASML$AXP
$57.8B
2,594 positions
#19SIMA Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$COIN$D$GD$CMI
$141M
130 positions
#20Arkos Global AdvisorsActive
Slight overlap · 3 shared positions
$COIN$D$EPD
$844M
124 positions
#21Contrarius Group Holdings LtdActive
Slight overlap · 3 shared positions
$COIN$ASML$BABA
$2.2B
34 positions
#22Bayesian Capital Management, LPPassive
Slight overlap · 4 shared positions
$SNDK$ASML$AXP$BABA
$156M
223 positions
#23CMT Capital Markets Trading GmbHActive
Slight overlap · 4 shared positions
$COIN$ASML$AXP$BABA
$11.8B
385 positions
#24Orion Investment CoActive
Slight overlap · 5 shared positions
$ASML$ARWR$EPD$GD$CMI
$343M
73 positions
#25Jain Global LLCPassive
Slight overlap · 4 shared positions
$SNDK$ASML$BX$BABA
$25.4B
1,706 positions

Compare Atlantic Private Wealth’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 Atlantic Private Wealth’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.