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Hedge Funds Similar to Alpha Financial Advisors,

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

Alpha Financial Advisors, LLC is an institutional investor managing $326M across 62 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 Advisors, are Ballast Financial Advisors, Beta Wealth Group,, Burk, with shared positions in $AMN, $BAC, $HUM, $LIN, $PM, $UNH. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$BAC$HUM
$98M
68 positions
#2Beta Wealth Group, Inc.Passive
Notable overlap · 3 shared positions
$AMN$HUM$BAC
$242M
112 positions
#3Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$AMN$HUM$BAC
$233M
676 positions
#4Stephens Consulting, LLC
Notable overlap · 3 shared positions
$AMN$HUM$LIN
$309M
476 positions
#5Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$AMN$HUM$PM
$302M
51 positions
#6Pine Harbor Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$HUM$PM
$334M
102 positions
#7Highland Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$PM$BAC
$379M
67 positions
#8JRM Investment Counsel, LLCSmart money
Some overlap · 3 shared positions
$AMN$HUM$BAC
$375M
21 positions
#9Flagstone Financial ManagementSmart money
Some overlap · 3 shared positions
$AMN$HUM$BAC
$403M
71 positions
#10Wright Wealth LLCActive
Some overlap · 3 shared positions
$AMN$HUM$PM
$149M
51 positions
#11Tillman Hartley LLCActive
Some overlap · 3 shared positions
$AMN$PM$UNH
$398M
88 positions
#12FIDELITY D & D BANCORP INCActive
Some overlap · 3 shared positions
$AMN$HUM$PM
$249M
107 positions
#13Planned Solutions, Inc.Active
Some overlap · 3 shared positions
$AMN$HUM$BAC
$306M
139 positions
#14CoreFirst Bank & TrustPassive
Some overlap · 3 shared positions
$AMN$HUM$UNH
$189M
290 positions
#15MEANS INVESTMENT CO., INC.Active
Some overlap · 3 shared positions
$AMN$BAC$PM
$1.1B
212 positions
#16Provident Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMN$HUM$UNH
$331M
134 positions
#17Bridgewealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$AMN$BAC$HUM
$482M
135 positions
#18Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$AMN$HUM$UNH
$190M
82 positions
#19ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 3 shared positions
$AMN$UNH$BAC
$84M
65 positions
#20Bravera WealthPassive
Some overlap · 3 shared positions
$AMN$HUM$PM
$222M
410 positions
#21SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$AMN$UNH$PM
$482M
173 positions
#22Team Financial Group, LLCActive
Some overlap · 3 shared positions
$AMN$UNH$HUM
$220M
273 positions
#23Emprise BankActive
Some overlap · 3 shared positions
$AMN$BAC$UNH
$249M
107 positions
#24SC&H Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$AMN$HUM$UNH
$663M
155 positions
#25Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$AMN$BAC$LIN
$752M
61 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.