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 Alpine Bank Wealth

13F Portfolio OverlapQ1 2026Alpine Bank Wealth portfolio →

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Most similar hedge funds by 13F overlap

Alpine Bank Wealth Management is an institutional investor managing $688M across 161 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 Alpine Bank Wealth are MB, LEVIS & ASSOCIATES,, Value Investment Professionals,, Berkeley,, with shared positions in $WT, $MKL, $LOW, $ABT, $NSC, $UNIT. The full ranking of 25 similar funds is below.

#1MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 7 shared positions

$WT $MKL $LOW $ABT $NSC $UNIT

$240M

234 positions

#2Value Investment Professionals, LLCPassive

Notable overlap · 5 shared positions

$WT $MKL $MCD $SCHW $JHG

$89M

81 positions

#3Berkeley, IncActive

Notable overlap · 4 shared positions

$WT $MKL $LOW $UNIT

$298M

81 positions

#4JBGlobal.com LLCActive

Notable overlap · 5 shared positions

$WT $LOW $UNIT $SBUX $ADP

$102M

27 positions

#5Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $MKL $LOW $SCHW

$90M

65 positions

#6Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $MKL $JHG $LOW

$213M

153 positions

#7BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $MKL $JHG $UNIT

$2.5B

453 positions

#8Trust Point Inc.Active

Notable overlap · 3 shared positions

$WT $MKL $UNIT

$1.2B

521 positions

#9SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$WT $UNIT $SBUX $NSC

$139M

37 positions

#10AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $UNIT $SCHW $MKL

$206M

97 positions

#11Glassman Wealth ServicesSmart money

Notable overlap · 4 shared positions

$WT $MKL $UNIT $SCHW

$736M

187 positions

#12Quattro Advisors LLCActive

Notable overlap · 4 shared positions

$WT $MCD $LOW $SCHW

$115M

51 positions

#13Key FInancial IncPassive

Notable overlap · 4 shared positions

$WT $MCD $ABT $ADP

$562M

1,394 positions

#14Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $SIVR $SGOL

$597M

251 positions

#15McGrath & Associates, Inc.Active

Notable overlap · 3 shared positions

$WT $LOW $ADP

$68M

41 positions

#16COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 4 shared positions

$WT $JHG $SBUX $MCD

$157M

92 positions

#17Stenger Family Office, LLCPassive

Notable overlap · 3 shared positions

$WT $MCD $AXP

$566M

117 positions

#18Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$WT $MCD $AXP

$122M

348 positions

#19Global View Capital Management LLCActive

Notable overlap · 3 shared positions

$WT $SIVR $SGOL

$377M

140 positions

#20Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $MCD $SCHW

$313M

138 positions

#21OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $UNIT $MCD

$215M

159 positions

#22tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $MCD $JHG

$202M

102 positions

#23Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $UNIT $SCHW

$293M

107 positions

#24Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$WT $JHG $ABT $ADP

$462M

53 positions

#25Stonebridge Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$WT $ABT $JHG

$104M

36 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.