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 Alpha Financial Partners

13F Portfolio OverlapQ2 2026Alpha Financial Partners portfolio →

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Most similar hedge funds by 13F overlap

Alpha Financial Partners, LLC is an institutional investor managing $190M across 118 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Alpha Financial Partners are Lionsbridge Wealth, FLYWHEEL PRIVATE WEALTH, AMJ Financial Wealth, with shared positions in $PWR, $ETN, $CMI, $TJX, $IAU, $GLDM. The full ranking of 25 similar funds is below.

#1Lionsbridge Wealth Management LLCPassive

Notable overlap · 4 shared positions

$PWR $ETN $CMI $TJX

$102M

68 positions

#2FLYWHEEL PRIVATE WEALTH LLCActive

Notable overlap · 3 shared positions

$PWR $IAU $TJX

$203M

109 positions

#3AMJ Financial Wealth ManagementActive

Notable overlap · 5 shared positions

$PWR $GLDM $TJX $ETN $ORLY

$424M

86 positions

#4FOSTER DYKEMA CABOT & PARTNERS, LLCActive

Some overlap · 4 shared positions

$PWR $ETN $CTAS $PHYS

$1.7B

324 positions

#5Ridge Creek Global, IncPassive

Some overlap · 4 shared positions

$PWR $IAU $CMI $ETN

$129M

94 positions

#6Strong Tower Advisory ServicesPassive

Some overlap · 4 shared positions

$PWR $IBIT $CMI $ETN

$558M

94 positions

#7South Street Advisors LLCActive

Some overlap · 4 shared positions

$PWR $TJX $ORLY $ETN

$769M

84 positions

#8Parcion Private Wealth LLCPassive

Some overlap · 6 shared positions

$IAU $GLDM $ETN $CMI $TJX $FBTC

$1.8B

529 positions

#9DB Fitzpatrick & Co, IncActive

Some overlap · 4 shared positions

$PWR $CMI $ETN $ORLY

$124M

100 positions

#10SENTINEL TRUST CO LBASmart money

Some overlap · 3 shared positions

$PWR $IAU $GLDM

$1.1B

136 positions

#11AMI ASSET MANAGEMENT CORPActive

Some overlap · 4 shared positions

$PWR $SPCX $TJX $CTAS

$1.7B

99 positions

#12KADENSA CAPITAL LtdActive

Some overlap · 3 shared positions

$PWR $IBIT $SPCX

$469M

28 positions

#13Sharkey, Howes & JaverActive

Some overlap · 3 shared positions

$PWR $IAU $IBIT

$829M

163 positions

#14Princeton Global Asset Management LLCPassive

Some overlap · 3 shared positions

$PWR $ETN $TJX

$698M

831 positions

#15Peregrine Asset Advisers, Inc.Passive

Some overlap · 3 shared positions

$PWR $CMI $SPCX

$461M

218 positions

#16Objective Capital Management, LLCPassive

Some overlap · 4 shared positions

$NOTV $IBIT $ETN $FBTC

$113M

103 positions

#17CAMDEN NATIONAL BANKPassive

Some overlap · 3 shared positions

$PWR $IAU $TJX

$767M

184 positions

#18Millington Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$PWR $NOTV $IBIT

$254M

128 positions

#19Copia Wealth ManagementPassive

Some overlap · 5 shared positions

$IAU $GLDM $IBIT $SLV $PWR

$166M

570 positions

#20ADELL HARRIMAN & CARPENTER INCActive

Some overlap · 3 shared positions

$PWR $ETN $CMI

$2.0B

158 positions

#21Blue Chip Partners, LLCActive

Some overlap · 3 shared positions

$PWR $TJX $ETN

$1.6B

184 positions

#22A4 Wealth Advisors LLCActive

Some overlap · 4 shared positions

$IAU $GLDM $IBIT $ETN

$151M

92 positions

#23AlphaStar Capital Management, LLCActive

Some overlap · 5 shared positions

$NOTV $IBIT $SLV $PWR $ETN

$1.6B

280 positions

#24Connective Portfolio Management, LLCPassive

Some overlap · 4 shared positions

$IAU $PWR $SPCX $PHYS

$60M

39 positions

#25Upper Left Wealth Management, LLCActive

Some overlap · 4 shared positions

$IAU $GLDM $IBIT $FBTC

$180M

73 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.