What hedge funds are most similar to Allegiance Financial Group Advisory Services LLC?

The funds with the most similar 13F portfolios to Allegiance Financial Group Advisory Services LLC are Oak Wealth Advisors, POINCIANA ADVISORS GROUP,, Beaird Harris Wealth ,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Allegiance Financial Group Advisory Services

13F Portfolio OverlapQ1 2026Allegiance Financial Group Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

Allegiance Financial Group Advisory Services LLC is an institutional investor managing $503M across 198 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 Allegiance Financial Group Advisory Services are Oak Wealth Advisors, POINCIANA ADVISORS GROUP,, Beaird Harris Wealth ,, with shared positions in $AMN, $MKL, $NKE, $DDOG, $SCHW, $BMY. The full ranking of 25 similar funds is below.

#1Oak Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $MKL $NKE $DDOG $SCHW

$182M

57 positions

#2POINCIANA ADVISORS GROUP, LLCPassive

Notable overlap · 8 shared positions

$AMN $NKE $BMY $GE $FIX $INTC

$127M

130 positions

#3Beaird Harris Wealth Management, LLCActive

Notable overlap · 5 shared positions

$AMN $MKL $NKE $DDOG $SCHW

$1.5B

686 positions

#4Porter White Investment Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $MKL $NKE

$250M

40 positions

#5DEFINE FINANCIAL, LLCSmart money

Notable overlap · 4 shared positions

$AMN $MKL $SCHW $ABNB

$184M

41 positions

#6COWA, LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $MKL $BMY $FIX

$371M

158 positions

#7HMV Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $PLTR $SCHW $MPC

$213M

81 positions

#8Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 4 shared positions

$AMN $NKE $NOW $SCHW

$718M

278 positions

#9Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $MKL $SCHW

$931M

518 positions

#10KEB ASSET MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $MKL $GE

$522M

97 positions

#11RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Notable overlap · 3 shared positions

$AMN $MKL $SCHW

$350M

53 positions

#12BWM Planning, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $MKL $INTC

$379M

87 positions

#13True Wealth Design, LLCActive

Notable overlap · 10 shared positions

$AMN $FIX $BMY $GE $PCG $EIX

$360M

2,699 positions

#14MB Generational Wealth, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $MKL $DDOG

$181M

66 positions

#15Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$AMN $NKE $DDOG $SCHW

$233M

676 positions

#16COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 10 shared positions

$AMN $NKE $PLTR $BMY $GE $FIX

$97M

56 positions

#17Shotwell Rutter Baer IncActive

Notable overlap · 3 shared positions

$AMN $NKE $NOW

$170M

38 positions

#18RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $NOW $SCHW

$296M

80 positions

#19Plancorp, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $SCHW $NOW

$3.5B

378 positions

#20TCI Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$AMN $NKE $SCHW $DDOG

$1.9B

251 positions

#21Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$AMN $NKE $DDOG

$119M

51 positions

#22Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 3 shared positions

$AMN $NKE $DDOG

$1.1B

81 positions

#23Golden Bell Financial Planning LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $DDOG

$125M

37 positions

#24Meritas Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $PLTR

$221M

60 positions

#25QUARRY HILL ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$AMN $NKE $MKL

$243M

51 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.