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Hedge Funds Similar to Fiduciary Alliance

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

Fiduciary Alliance LLC is an institutional investor managing $1.7B across 547 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 Fiduciary Alliance are Philip James Wealth Mangement,, Great Hill, Baugh & Associates,, with shared positions in $INTC, $COP, $MS, $PYPL, $BABA, $PFE. The full ranking of 25 similar funds is below.

#1Philip James Wealth Mangement, LLCActive
Some overlap · 7 shared positions
$INTC$COP$MS$PYPL$BABA$PFE
$870M
157 positions
#2Great Hill Capital LLCSmart money
Some overlap · 6 shared positions
$BABA$INTC$CPS$PYPL$VFC$PFE
$1.5B
47 positions
#3Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$MS$COP$INTC$NEE$PFE
$232M
44 positions
#4OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 6 shared positions
$COP$NEE$KMI$ETN$PLTR$AMGN
$311M
318 positions
#5Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$MS$INTC$ETN$PLTR$PWR
$345M
78 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$MS$COP$NEE$AMGN$PFE
$1.4B
56 positions
#7BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$MS$COP$ETN$AMGN$REGN
$2.4B
787 positions
#8Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$MS$COP$ETN$AMGN$REGN
$163M
52 positions
#9Heritage Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MS$COP$ETN$NEE$REGN
$202M
157 positions
#10OFI INVEST ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$MS$PYPL$INTC$NEE$PLTR
$7.6B
347 positions
#11Resurgent Financial Advisors LLCPassive
Some overlap · 6 shared positions
$GSAT$COP$ETN$PWR$NEE$PFE
$277M
260 positions
#12Walleye Trading LLCPassive
Some overlap · 5 shared positions
$BABA$INTC$IBIT$PYPL$NEE
$60.0B
4,047 positions
#13Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$IBIT$NEE$PLTR$REGN
$363M
117 positions
#14PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 4 shared positions
$BABA$INTC$COP$AMGN
$127.0B
320 positions
#15Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$MS$COP$KMI$ETN$AMGN
$958M
176 positions
#16Concord Asset Management, LLC/VAActive
Some overlap · 5 shared positions
$MS$COP$NEE$ETN$AMGN
$592M
117 positions
#17William B. Walkup & Associates, Inc.Active
Some overlap · 4 shared positions
$MS$COP$INTC$KMI
$167M
163 positions
#18Objective Capital Management, LLCPassive
Some overlap · 6 shared positions
$MS$IBIT$XYZ$ETN$PLTR$KMI
$99M
95 positions
#19Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$MS$COP$NEE$PWR
$552M
93 positions
#20MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$MS$COP$NEE$ETN
$460M
115 positions
#21Massar Capital Management, LPActive
Some overlap · 4 shared positions
$BABA$INTC$PYPL$IBIT
$934M
246 positions
#22Concord Wealth PartnersPassive
Some overlap · 5 shared positions
$MS$COP$NEE$AMGN$ETN
$770M
207 positions
#23Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$COP$NEE$ETN$AMGN$PFE
$218M
69 positions
#24Counterweight Ventures, LLCPassive
Some overlap · 5 shared positions
$MS$PLTR$AMGN$PWR$IBIT
$178M
80 positions
#25MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$MS$PYPL$NEE$AMGN
$1.1B
105 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.