13F Pro

Hedge Funds Similar to Alliance Wealth Advisors, /UT

13F Portfolio OverlapQ1 2026Alliance Wealth Advisors, /UT portfolio →
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Most similar hedge funds by 13F overlap

Alliance Wealth Advisors, LLC /UT is an institutional investor managing $462M across 228 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 Alliance Wealth Advisors, /UT are Piedmont ,, Causey Wealth, White Lighthouse Investment, with shared positions in $KKR, $USB, $SCHW, $VZ, $BRZE, $DHR. The full ranking of 25 similar funds is below.

#1Piedmont Capital Management, LLCActive
Notable overlap · 4 shared positions
$KKR$USB$SCHW$VZ
$197M
50 positions
#2Causey Wealth LLCPassive
Notable overlap · 4 shared positions
$KKR$USB$SCHW$BRZE
$236M
81 positions
#3White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$KKR$USB$DHR$SCHW$BRZE
$721M
145 positions
#4Tide Cove Capital Partners LLCSmart money
Notable overlap · 4 shared positions
$KKR$DHR$USB$SCHW
$147M
13 positions
#5Forum Private Client Group LLCActive
Notable overlap · 5 shared positions
$KKR$DHR$USB$SNA$VZ
$300M
80 positions
#6Berkeley Capital Partners, LLCActive
Notable overlap · 4 shared positions
$KKR$USB$MDT$MCD
$431M
184 positions
#7SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$KKR$USB$SCHW$MCD
$272M
554 positions
#8Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$KKR$USB$TXN$IBIT
$320M
972 positions
#9Catalyst Investment Management LLCPassive
Notable overlap · 4 shared positions
$KKR$DHR$DOV$SCHW
$90M
65 positions
#10Buska Wealth Management, LLCActive
Notable overlap · 3 shared positions
$KKR$USB$WEC
$249M
74 positions
#11FIDUCIARY ADVISORS, INC.Active
Notable overlap · 5 shared positions
$KKR$DHR$USB$DOV$BRZE
$133M
121 positions
#12Juno Financial Group LLCActive
Notable overlap · 4 shared positions
$KKR$SCHW$DHR$BRZE
$255M
70 positions
#13Pacific Capital Wealth Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$KKR$USB$SCHW
$595M
87 positions
#14Charter Capital Management, LLC\DESmart money
Notable overlap · 4 shared positions
$KKR$USB$WEC$VZ
$200M
70 positions
#15Reality Financial Planning Services, LLCSmart money
Notable overlap · 4 shared positions
$KKR$SCHW$BRZE$TXN
$104M
20 positions
#16Ariston Services GroupActive
Notable overlap · 3 shared positions
$KKR$SCHW$WEC
$167M
71 positions
#17Investment Advisory Group, LLCPassive
Notable overlap · 3 shared positions
$KKR$SCHW$BRZE
$393M
194 positions
#18MARINO, STRAM & ASSOCIATES LLCActive
Notable overlap · 3 shared positions
$KKR$VZ$MCD
$557M
185 positions
#19NYL Investors LLCActive
Notable overlap · 3 shared positions
$USB$DHR$DOV
$265M
31 positions
#20Western Pacific Wealth Management, LPActive
Notable overlap · 3 shared positions
$KKR$SCHW$BRZE
$98M
197 positions
#21Arlington Trust Co LLCActive
Notable overlap · 4 shared positions
$KKR$DHR$BRZE$DOV
$1.1B
844 positions
#22Operose Advisors LLCActive
Notable overlap · 3 shared positions
$KKR$MCD$VZ
$431M
593 positions
#23HOWARD WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$KKR$SCHW$DOV$BRZE$DHR
$238M
142 positions
#24Dodds Wealth, LLCSmart money
Notable overlap · 5 shared positions
$USB$SCHW$KKR$BRZE$DOV
$407M
51 positions
#25APS Management Group, Inc.Passive
Notable overlap · 4 shared positions
$KKR$DHR$GILD$TXN
$117M
72 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.