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Hedge Funds Similar to Allie Family Office

13F Portfolio OverlapQ1 2026Allie Family Office portfolio →
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Most similar hedge funds by 13F overlap

Allie Family Office LLC is an institutional investor managing $228M across 103 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 Allie Family Office are Fearless Solutions, dba Best Invest, Frankly Finances,, Tillman Hartley, with shared positions in $SCHW, $IAU, $REGN, $WT, $DOV, $KKR. The full ranking of 25 similar funds is below.

#1Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 4 shared positions
$SCHW$IAU$REGN$WT
$166M
127 positions
#2Frankly Finances, LLCActive
Some overlap · 4 shared positions
$SCHW$IAU$DOV$WT
$110M
64 positions
#3Tillman Hartley LLCActive
Some overlap · 4 shared positions
$SCHW$IAU$WT$DOV
$398M
88 positions
#4Five Pine Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$SCHW$DOV
$161M
47 positions
#5Ariston Services GroupActive
Some overlap · 3 shared positions
$SCHW$IAU$KKR
$167M
71 positions
#6Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$IAU$DOV$KKR$WT$SCHW
$90M
65 positions
#7NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$IBIT$DOV
$247M
71 positions
#8WESCAP Management Group, Inc.Active
Some overlap · 5 shared positions
$IAU$SCHW$WT$IBIT$USB
$508M
107 positions
#9DecisionPoint Financial, LLCActive
Some overlap · 5 shared positions
$SCHW$IAU$DOV$USB$IBIT
$464M
679 positions
#10Infinity Wealth Counsel, LLCPassive
Some overlap · 4 shared positions
$SCHW$IAU$KKR$WT
$109M
63 positions
#11AWM CAPITAL, LLCActive
Some overlap · 4 shared positions
$SCHW$IAU$IBIT$AMD
$1.1B
113 positions
#12Financial Alternatives, IncActive
Some overlap · 3 shared positions
$SCHW$IAU$DIA
$185M
79 positions
#13Upper Left Wealth Management, LLCPassive
Some overlap · 5 shared positions
$IAU$IBIT$SCHW$HUBS$AMD
$169M
68 positions
#14Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$SCHW$IAU$KKR$USB
$420M
120 positions
#15Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$IAU$SCHW$KKR$WT$USB
$365M
111 positions
#16Apeiron RIA LLCPassive
Some overlap · 6 shared positions
$IAU$IBIT$KKR$WT$SCHW$BXSL
$431M
204 positions
#17Kure Advisory, LLCActive
Some overlap · 3 shared positions
$SCHW$IAU$USB
$184M
56 positions
#18AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$SCHW$DOV$KKR$USB
$710M
221 positions
#19Chandler Asset Management, Inc.Smart money
Some overlap · 3 shared positions
$SCHW$IAU$USB
$659M
23 positions
#20Copia Wealth ManagementPassive
Some overlap · 7 shared positions
$DOV$IBIT$IAU$REGN$WT$KKR
$146M
532 positions
#21TME FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$IAU$IBIT$KKR$USB
$144M
65 positions
#22Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$IAU$DOV$SCHW$DIA$USB
$186M
163 positions
#23American Investment Services, Inc.Active
Some overlap · 3 shared positions
$SCHW$IAU$USB
$448M
132 positions
#24New Capital Management LPSmart money
Some overlap · 3 shared positions
$IAU$IBIT$DOV
$406M
59 positions
#25Sagace Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$IBIT$KKR$USB
$149M
70 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.