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Hedge Funds Similar to Alpha Financial Partners,

13F Portfolio OverlapQ1 2026Alpha Financial Partners, portfolio →
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Most similar hedge funds by 13F overlap

Alpha Financial Partners, LLC is an institutional investor managing $169M across 103 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 Alpha Financial Partners, are Phraction, NZS ,, BRIGHT ROCK ,, with shared positions in $DHR, $TXN, $TMO, $IBIT, $ETN, $BAC. The full ranking of 25 similar funds is below.

#1Phraction Management LLCActive
Some overlap · 6 shared positions
$DHR$TXN$TMO$IBIT$ETN$BAC
$483M
65 positions
#2NZS Capital, LLCActive
Some overlap · 4 shared positions
$DHR$PWR$TXN$SNOW
$3.0B
58 positions
#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DHR$TXN$TMO$TJX
$506M
75 positions
#4WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$DHR$TXN$TMO
$1.4B
49 positions
#5WORMSER FRERES GESTIONActive
Some overlap · 4 shared positions
$DHR$TMO$IAU$PANW
$139M
42 positions
#611 Capital Partners LPActive
Some overlap · 3 shared positions
$DHR$PWR$GEV
$348M
20 positions
#7PBCay One RSC LtdSmart money
Some overlap · 4 shared positions
$DHR$TMO$IBIT$GEV
$1.3B
18 positions
#8Spear Holdings RSC LtdActive
Some overlap · 4 shared positions
$DHR$TMO$IBIT$GEV
$1.0B
18 positions
#9D1 Capital Partners L.P.Active
Some overlap · 3 shared positions
$DHR$TXN$TMO
$11.2B
44 positions
#10Williams & Novak, LLCPassive
Some overlap · 4 shared positions
$DHR$TXN$IAU$SLV
$134M
143 positions
#11APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$DHR$TXN$MAR
$117M
72 positions
#12Foguth Wealth Management, LLC.Passive
Some overlap · 5 shared positions
$DHR$TMO$IAU$SLV$MAR
$857M
211 positions
#13Terra Alpha Investments LLC
Some overlap · 3 shared positions
$DHR$PWR$ETN
$98M
32 positions
#14Compass Ion Advisors, LLCActive
Some overlap · 4 shared positions
$DHR$IBIT$GLDM$MAR
$1.0B
279 positions
#15Manchester Global Management (UK) LtdActive
Some overlap · 3 shared positions
$DHR$TXN$SNOW
$749M
23 positions
#16Nolet Wealth Management, LLCActive
Some overlap · 6 shared positions
$DHR$MAR$IAU$SNOW$BAC$TJX
$176M
92 positions
#17SOROS CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DHR$TXN$TMO$TJX$GEV
$230M
47 positions
#18AMG National Trust BankActive
Some overlap · 5 shared positions
$DHR$IAU$SLV$TJX$SNOW
$4.6B
476 positions
#19LOWE BROCKENBROUGH & CO INCPassive
Some overlap · 5 shared positions
$DHR$TMO$MAR$TJX$ETN
$2.0B
329 positions
#20ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 4 shared positions
$DHR$TMO$PANW$ETN
$563M
127 positions
#21BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$DHR$PWR$OKTA$PANW$ETN$BAC
$578M
108 positions
#22guardian investment managementActive
Some overlap · 4 shared positions
$DHR$TXN$GEV$BAC
$127M
60 positions
#23PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$DHR$IAU$SNOW$SLV
$1.4B
283 positions
#24TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$DHR$IAU$MAR
$1.0B
266 positions
#25Palmer Knight CoPassive
Some overlap · 3 shared positions
$DHR$TXN$MAR
$205M
32 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.