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Hedge Funds Similar to Altrius

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

Altrius Capital Management Inc is an institutional investor managing $503M across 87 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 Altrius are Parrish, Orca Wealth ,, WALLED LAKE PLANNING & WEALTH ,, with shared positions in $AZN, $TTE, $ETN, $VZ, $GILD, $GSK. The full ranking of 25 similar funds is below.

#1Parrish Capital LLCPassive
Notable overlap · 9 shared positions
$AZN$TTE$ETN$VZ$GILD$GSK
$112M
86 positions
#2Orca Wealth Management, LLCActive
Notable overlap · 8 shared positions
$AZN$BTI$PM$DOW$TTE$VZ
$141M
67 positions
#3WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive
Notable overlap · 7 shared positions
$NVS$GSK$DVN$MO$LMT$GILD
$340M
136 positions
#4TrueMark Investments, LLCPassive
Notable overlap · 8 shared positions
$BTI$PM$GSK$VZ$DVN$TTE
$514M
167 positions
#5Pacer Advisors, Inc.Passive
Notable overlap · 6 shared positions
$NVS$GSK$UBER$VZ$SNY$BP
$38.8B
2,537 positions
#6Mondrian Investment Partners LTDActive
Notable overlap · 4 shared positions
$BP$SNY$GSK$BTI
$6.7B
103 positions
#7LETKO, BROSSEAU & ASSOCIATES INCActive
Notable overlap · 7 shared positions
$RY$TTE$EMN$GSK$PFE$VZ
$6.2B
101 positions
#8Optimist Retirement Group LLCActive
Notable overlap · 9 shared positions
$VZ$GSK$GILD$LMT$PFE$NVS
$227M
113 positions
#9FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 7 shared positions
$ABEV$VZ$GILD$SNY$PFE$PSX
$889M
55 positions
#10GQG Partners LLCActive
Notable overlap · 7 shared positions
$BTI$PM$MO$VZ$DVN$ABEV
$63.1B
81 positions
#11Cullen Capital Management, LLCActive
Notable overlap · 6 shared positions
$NVS$PM$MO$C$GD$DOW
$9.8B
213 positions
#12HOURGLASS CAPITAL, LLCPassive
Notable overlap · 6 shared positions
$UBER$LYB$GSK$C$PFE$PM
$480M
130 positions
#13EQUITY INVESTMENT CORPActive
Notable overlap · 4 shared positions
$TTE$GSK$SNY$VZ
$5.1B
71 positions
#14Carolina Wealth Advisors, LLCPassive
Notable overlap · 6 shared positions
$BP$PM$MO$VZ$GILD$LMT
$240M
278 positions
#15Palouse Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$SNY$DVN$VZ$TSN$C$PFE
$151M
135 positions
#16MILLER HOWARD INVESTMENTS INC /NYActive
Notable overlap · 6 shared positions
$GSK$VZ$GILD$PSX$C$EMN
$3.7B
138 positions
#17KEATING INVESTMENT COUNSELORS INCActive
Notable overlap · 5 shared positions
$TTE$GSK$VZ$LMT$PM
$404M
59 positions
#18MANAGED ASSET PORTFOLIOS, LLCActive
Notable overlap · 5 shared positions
$NVS$SNY$VZ$ETN$UBER
$834M
51 positions
#19Martin Investment Management, LLCActive
Notable overlap · 4 shared positions
$AZN$NVS$TM$NXPI
$334M
46 positions
#20Keystone Financial Planning, Inc.Smart money
Notable overlap · 8 shared positions
$BTI$MO$VZ$PM$PFE$LMT
$374M
40 positions
#21SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 6 shared positions
$PSX$NXPI$APD$C$VZ$PFE
$728M
79 positions
#22apricus wealth, LLCPassive
Notable overlap · 6 shared positions
$NVS$TM$TSN$C$PFE$LYB
$205M
120 positions
#23Verity & Verity, LLCActive
Notable overlap · 6 shared positions
$VZ$GILD$MO$LMT$PSX$PFE
$1.3B
138 positions
#24THORNBURG INVESTMENT MANAGEMENT INCActive
Notable overlap · 5 shared positions
$TTE$AZN$C$LYB$PFE
$9.6B
171 positions
#25LFG Wealth Partners, LLCPassive
Notable overlap · 6 shared positions
$BTI$TTE$PM$VZ$LMT$PFE
$166M
89 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.