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Hedge Funds Similar to Astoria Portfolio Advisors

13F Portfolio OverlapQ1 2026Astoria Portfolio Advisors portfolio →
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Most similar hedge funds by 13F overlap

Astoria Portfolio Advisors LLC. is an institutional investor managing $470M across 296 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 Astoria Portfolio Advisors are MILFORD FUNDS LTD, Henson-Edgewater ,, GARRISON BRADFORD & ASSOCIATES, with shared positions in $BAC, $TMO, $MU, $LRCX, $TJX, $WT. The full ranking of 25 similar funds is below.

#1MILFORD FUNDS LTDActive
Some overlap · 3 shared positions
$BAC$TMO$MU
$4.8B
75 positions
#2Henson-Edgewater Management, LLCPassive
Some overlap · 4 shared positions
$BAC$MU$LRCX$TJX
$157M
66 positions
#3GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 6 shared positions
$WT$TMO$TYL$TJX$LOW$SCHW
$88M
38 positions
#4United Asset Strategies, Inc.Passive
Some overlap · 4 shared positions
$WT$BAC$TMO$SCHW
$1.3B
257 positions
#5Phraction Management LLCActive
Some overlap · 3 shared positions
$BAC$TMO$LRCX
$483M
65 positions
#6SEAVIEW INVESTMENT MANAGERS LLCPassive
Some overlap · 4 shared positions
$BAC$MU$SCHW$TMO
$277M
73 positions
#7CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive
Some overlap · 4 shared positions
$BAC$TMO$MU$SCHW
$15.7B
329 positions
#8WEBSTER BANK, N. A.Passive
Some overlap · 5 shared positions
$WT$BAC$TMO$LRCX$SCHW
$1.1B
682 positions
#9PINEBRIDGE INVESTMENTS LLCActive
Some overlap · 4 shared positions
$BAC$TMO$LRCX$LOW
$11.9B
489 positions
#10AssuredPartners Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$WT$BAC$MU$LRCX
$919M
402 positions
#11Caldwell Investment Management Ltd.Active
Some overlap · 4 shared positions
$BAC$TMO$LRCX$TJX
$255M
57 positions
#12Bristlecone Value Partners, LLCPassive
Some overlap · 3 shared positions
$BAC$WT$LOW
$114M
68 positions
#13Spectrum Financial Alliance Ltd LLCActive
Some overlap · 3 shared positions
$BAC$MU$SCHW
$520M
30 positions
#14Atlas Wealth LLCPassive
Some overlap · 3 shared positions
$BAC$TMO$LRCX
$334M
115 positions
#15Ergawealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$BAC$ALPS$TMO
$226M
55 positions
#16TRED AVON FAMILY WEALTH, LLCPassive
Some overlap · 3 shared positions
$BAC$TMO$TJX
$301M
261 positions
#17LRT Capital Management, LLCPassive
Some overlap · 3 shared positions
$BAC$MU$SCHW
$107M
90 positions
#18CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WT$ALPS$TMO$LOW
$309M
132 positions
#19SIG BROKERAGE, LPPassive
Some overlap · 4 shared positions
$BAC$MU$LRCX$SCHW
$3.8B
769 positions
#20Oregon Pacific Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WT$TMO$ALPS$SCHW
$96M
105 positions
#21WHALEROCK POINT PARTNERS, LLCActive
Some overlap · 3 shared positions
$BAC$TMO$TJX
$518M
197 positions
#22Riverbend Wealth Management, LLCPassive
Some overlap · 3 shared positions
$WT$ALPS$BAC
$175M
152 positions
#23CERTUITY, LLCPassive
Some overlap · 3 shared positions
$BAC$WT$MU
$1.5B
659 positions
#24McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$WT$TMO$LRCX$SCHW
$885M
121 positions
#25CHAPMAN FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$BAC$TMO$WT
$140M
265 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.