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 Atlas Wealth

13F Portfolio OverlapQ1 2026Atlas Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Atlas Wealth LLC is an institutional investor managing $334M across 115 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 Atlas Wealth are Greystone Financial Group,, Rayburn West Financial Services, MATRIX ASSET ADVISORS /NY, with shared positions in $LMT, $MS, $RF, $IBM, $WM, $CRWD. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Notable overlap · 9 shared positions

$LMT $MS $RF $IBM $WM $CRWD

$353M

78 positions

#2Rayburn West Financial Services LLCPassive

Notable overlap · 6 shared positions

$LMT $BAC $PNC $IBM $MCD $AMGN

$170M

82 positions

#3MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$PNC $MS $LMT $NEE $AMGN $TMO

$1.1B

105 positions

#4Socorro Asset Management LPPassive

Notable overlap · 5 shared positions

$PNC $MS $BAC $LRCX $NEE

$221M

32 positions

#5Flavin Financial Services, Inc.Passive

Notable overlap · 6 shared positions

$LMT $PNC $MS $NEE $MCD $AMGN

$149M

72 positions

#6Galaxy Digital Capital Management GP LLCActive

Notable overlap · 6 shared positions

$HOOD $CRWD $MS $LRCX $ETR $LEU

$95M

54 positions

#7Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$MS $LMT $IBM $WM $MCD $AMGN

$272M

95 positions

#8BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active

Notable overlap · 5 shared positions

$BAC $MS $SYF $PNC $USB

$2.1B

108 positions

#9Xcel Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$BAC $MS $NEE $CRWD

$362M

133 positions

#10Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 4 shared positions

$CLX $LMT $IBM $USB

$942M

33 positions

#11Caldwell Investment Management Ltd.Active

Notable overlap · 4 shared positions

$BAC $MS $TMO $LRCX

$255M

57 positions

#12Longaeva Partners L.P.Passive

Notable overlap · 4 shared positions

$BAC $PNC $MS $USB

$2.7B

204 positions

#13BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 5 shared positions

$BAC $LMT $PNC $WM $MCD

$2.3B

264 positions

#14DAVIS-REA LTD.Passive

Notable overlap · 4 shared positions

$BAC $PNC $MCD $TMO

$384M

54 positions

#15American Assets Investment Management, LLCActive

Notable overlap · 6 shared positions

$BAC $MS $IBM $PNC $AMGN $USB

$1.5B

146 positions

#16Stillwater Wealth Management GroupPassive

Notable overlap · 6 shared positions

$MS $LMT $WM $MCD $AMGN $NEE

$162M

77 positions

#17DCM Advisors, LLCActive

Notable overlap · 4 shared positions

$BAC $MS $MCD $USB

$220M

38 positions

#18SCHULHOFF & CO INCPassive

Notable overlap · 7 shared positions

$LMT $IBM $PNC $WM $MCD $BAC

$243M

133 positions

#19Focused Investors LLCActive

Notable overlap · 4 shared positions

$LMT $MS $ELV $MCD

$3.1B

22 positions

#20GFS Advisors, LLCPassive

Notable overlap · 5 shared positions

$CRWD $HOOD $GEHC $KHC $USB

$785M

159 positions

#21Granite Group Advisors, LLCActive

Notable overlap · 6 shared positions

$PNC $LMT $MS $NEE $AMGN $USB

$165M

86 positions

#22Henson-Edgewater Management, LLCPassive

Notable overlap · 4 shared positions

$BAC $LRCX $CRWD $MCD

$157M

66 positions

#23MORTON COMMUNITY BANKPassive

Notable overlap · 6 shared positions

$MS $LRCX $RF $LMT $NEE $ETR

$460M

115 positions

#24SALZHAUER MICHAELSmart money

Notable overlap · 3 shared positions

$BAC $PNC $RF

$212M

75 positions

#25Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$IBM $BAC $WM $LMT $MCD $AMGN

$245M

98 positions

Compare Atlas Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Atlas Wealth’s holdings

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.