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Hedge Funds Similar to Allie Family Office

13F Portfolio OverlapQ2 2026Allie Family Office portfolio →
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Most similar hedge funds by 13F overlap

Allie Family Office LLC is an institutional investor managing $269M across 107 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 Allie Family Office are Upper Left Wealth, Graetz Wealth, Go Invest, with shared positions in $STT, $IBIT, $IAU, $DOV, $SPCX, $HSBC. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$STT$IBIT$IAU
$180M
73 positions
#2Graetz Wealth LLCActive
Notable overlap · 3 shared positions
$STT$IBIT$IAU
$125M
84 positions
#3Go Invest LLCSmart money
Notable overlap · 3 shared positions
$STT$IBIT$IAU
$426M
129 positions
#4Sharkey, Howes & JaverActive
Notable overlap · 4 shared positions
$IAU$IBIT$DOV$STT
$829M
163 positions
#5NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$IAU$IBIT$DOV
$270M
74 positions
#6Copia Wealth ManagementPassive
Notable overlap · 4 shared positions
$IBIT$DOV$STT$IAU
$166M
570 positions
#7Luminist Capital LLCActive
Notable overlap · 4 shared positions
$STT$DOV$IBIT$SPCX
$89M
418 positions
#8SCHF (GPE), LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$SPCX
$2.5B
6 positions
#9FLOW TRADERS U.S. LLCPassive
Notable overlap · 4 shared positions
$STT$IAU$HSBC$ASML
$2.4B
979 positions
#10Proficio Capital Partners LLCPassive
Notable overlap · 4 shared positions
$IAU$DOV$IBIT$SPCX
$2.8B
691 positions
#11Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$IAU$DOV$STT
$509M
46 positions
#12Colony Family Offices, LLCSmart money
Notable overlap · 3 shared positions
$IAU$STT$IBIT
$455M
61 positions
#13Zhang Financial LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$IBIT
$3.4B
392 positions
#14Wealth Watch Advisors, INCActive
Notable overlap · 3 shared positions
$IAU$STT$IBIT
$309M
142 positions
#15ERn Financial, LLCActive
Notable overlap · 3 shared positions
$STT$IAU$ASML
$604M
161 positions
#16ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$STT$IBIT$ASML
$621M
90 positions
#17Three Bridge Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$ASML
$399M
87 positions
#18Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$IBIT
$497M
120 positions
#19Mill Creek Capital Advisors, LLC
Notable overlap · 3 shared positions
$IAU$STT$IBIT
$4.9B
260 positions
#20Convergence Financial, LLCPassive
Notable overlap · 3 shared positions
$STT$IBIT$SPCX
$1.3B
272 positions
#21ALTERNA WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$IAU$IBIT$ASML
$174M
109 positions
#22FIFTH THIRD SECURITIES, INC.Active
Some overlap · 3 shared positions
$IAU$DOV$STT
$1.8B
360 positions
#23Alpha Zero LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$ASML
$264M
107 positions
#24Vanderbilt UniversityActive
Some overlap · 5 shared positions
$STT$INVH$DOC$BAP$WPC
$728M
74 positions
#25Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$SPCX
$405M
118 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.