How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Atlantic Private Wealth,

13F Portfolio OverlapQ1 2026Atlantic Private Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Atlantic Private Wealth, LLC is an institutional investor managing $153M across 315 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 Atlantic Private Wealth, are Verus Financial Partners,, Breakwater Investment, St. Louis, with shared positions in $BRZE, $MKL, $SNOW, $D, $UNIT, $WT. The full ranking of 25 similar funds is below.

#1Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$BRZE $MKL $SNOW $D $UNIT

$1.1B

121 positions

#2Breakwater Investment ManagementPassive

Notable overlap · 4 shared positions

$BRZE $MKL $SNOW $WT

$269M

506 positions

#3St. Louis Trust CoActive

Notable overlap · 4 shared positions

$BRZE $MKL $SNOW $ASML

$856M

145 positions

#4Charis Legacy Partners, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $WT

$68M

27 positions

#5STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $SNOW

$140M

29 positions

#6SVRN Asset Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $MKL $EPD $UNIT

$103M

37 positions

#7Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $ASML

$151M

54 positions

#8FIDUCIARY ADVISORS, INC.Active

Notable overlap · 3 shared positions

$BRZE $MKL $UNIT

$133M

121 positions

#9Topsail Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $UNIT

$678M

294 positions

#10Vanguard National Trust CoActive

Notable overlap · 5 shared positions

$BRZE $MKL $SNOW $UNH $UNIT

$1.6B

751 positions

#11Prospera Capital Management, LLCSmart money

Notable overlap · 5 shared positions

$BRZE $MKL $SNOW $ASML $UNIT

$199M

45 positions

#12Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$BRZE $MKL $AMAT

$578M

118 positions

#13Valpey Financial Services, LLCPassive

Notable overlap · 5 shared positions

$BRZE $MKL $SNOW $HON $UNIT

$154M

75 positions

#14VANGUARD ADVISERS INCSmart money

Notable overlap · 6 shared positions

$BRZE $MKL $SNOW $UNIT $DIA $WT

$25.5B

668 positions

#15New Covenant Trust Company, N.A.Active

Notable overlap · 3 shared positions

$BRZE $MKL $AMAT

$112M

96 positions

#16WealthCollab, LLCPassive

Notable overlap · 3 shared positions

$BRZE $MKL $SNOW

$243M

977 positions

#17Family CFO IncActive

Notable overlap · 3 shared positions

$BRZE $MKL $UNIT

$223M

41 positions

#18Cornerstone Financial Group, LLC /NE/Active

Notable overlap · 3 shared positions

$BRZE $MKL $WT

$156M

73 positions

#19Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $SNOW

$930M

144 positions

#20Wrenne Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$BRZE $MKL $UNIT $WT

$255M

49 positions

#21White Lighthouse Investment Management Inc.Active

Notable overlap · 4 shared positions

$BRZE $SNOW $MKL $UNIT

$721M

145 positions

#22Manuka Financial, LLCActive

Notable overlap · 4 shared positions

$BRZE $SNOW $MKL $UNIT

$162M

56 positions

#23UNIVEST FINANCIAL CorpActive

Notable overlap · 5 shared positions

$BRZE $SHW $UNH $AMAT $AXP

$1.8B

254 positions

#24Arbor Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$BRZE $SNOW $SNDK $GD $UNIT

$143M

56 positions

#25TRB Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$BRZE $SNOW $WT

$704M

285 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.