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Hedge Funds Similar to Altiora Financial Group,

13F Portfolio OverlapQ1 2026Altiora Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Altiora Financial Group, LLC is an institutional investor managing $607M across 110 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 Altiora Financial Group, are Sterling Financial Planning,, Tillman Hartley, Disciplined Investments,, with shared positions in $NKE, $SNOW, $IAU, $NSC, $SE, $DDOG. The full ranking of 25 similar funds is below.

#1Sterling Financial Planning, Inc.Active
Substantial overlap · 8 shared positions
$NKE$SNOW$IAU$NSC$SE$DDOG
$337M
117 positions
#2Tillman Hartley LLCActive
Substantial overlap · 8 shared positions
$NKE$SNOW$UPST$IAU$CTVA$BRZE
$398M
88 positions
#3Disciplined Investments, LLCPassive
Substantial overlap · 10 shared positions
$NKE$UPST$NEE$IAU$SE$DDOG
$279M
141 positions
#4Verus Financial Partners, Inc.Smart money
Notable overlap · 8 shared positions
$NKE$SNOW$BRZE$DDOG$IAU$UPST
$1.1B
121 positions
#5Beaird Harris Wealth Management, LLCActive
Notable overlap · 6 shared positions
$DDOG$NKE$IAU$SNOW$UPST$UNIT
$1.5B
686 positions
#6Mustard Seed Financial, LLCPassive
Notable overlap · 6 shared positions
$DDOG$SNOW$BRZE$NKE$COP$UNIT
$167M
92 positions
#7Timonier Family Office, LTD.
Notable overlap · 6 shared positions
$NKE$DDOG$IAU$NEE$CTVA$EPAM
$315M
56 positions
#8Schiavi & Co LLCSmart money
Notable overlap · 4 shared positions
$DDOG$SNOW$UPST$CTVA
$337M
50 positions
#9FIDUCIARY FINANCIAL GROUP, LLCPassive
Notable overlap · 7 shared positions
$NKE$SNOW$NEE$IAU$GSAT$BRZE
$754M
345 positions
#10Physician Wealth Solutions Inc.Active
Notable overlap · 4 shared positions
$DDOG$SNOW$NSC$UPST
$242M
45 positions
#11Guardian Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$UPST$IAU
$330M
30 positions
#12SwitchPoint Financial Planning, LLCActive
Notable overlap · 4 shared positions
$NKE$BRZE$DDOG$EPAM
$147M
64 positions
#13Pillar Financial Advisors, LLCActive
Notable overlap · 6 shared positions
$NKE$SNOW$IAU$BRZE$COP$UNIT
$171M
106 positions
#14Frankly Finances, LLCActive
Notable overlap · 4 shared positions
$NKE$SNOW$IAU$BRZE
$110M
64 positions
#15BAKER BOYER NATIONAL BANKSmart money
Notable overlap · 3 shared positions
$DDOG$NKE$IAU
$333M
91 positions
#16Towneley Capital Management, Inc / DESmart money
Notable overlap · 7 shared positions
$BRZE$DDOG$SNOW$IAU$UPST$COP
$478M
42 positions
#17McLean Asset Management CorpActive
Notable overlap · 6 shared positions
$NKE$UPST$SNOW$CTVA$BAC$SE
$572M
165 positions
#18Yeomans Consulting Group, Inc.
Notable overlap · 4 shared positions
$DDOG$IAU$NEE$NSC
$341M
113 positions
#19MASTER'S WEALTH MANAGEMENT INC.Active
Notable overlap · 4 shared positions
$DDOG$UPST$NEE$COP
$295M
82 positions
#20Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Notable overlap · 8 shared positions
$NKE$BRZE$SNOW$NSC$UPST$SE
$111M
63 positions
#21Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 8 shared positions
$NKE$DDOG$NEE$SE$IAU$COP
$1.1B
81 positions
#22Passive Capital Management, LLC.Active
Notable overlap · 5 shared positions
$DDOG$SNOW$NKE$BAC$UNIT
$335M
104 positions
#23Foster Group, Inc.Active
Notable overlap · 7 shared positions
$NKE$UPST$NEE$DDOG$SE$COP
$3.4B
284 positions
#24WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 7 shared positions
$DDOG$UPST$NEE$SNOW$BRZE$COP
$350M
95 positions
#25PINNEY & SCOFIELD, INC.Active
Notable overlap · 6 shared positions
$NKE$IAU$NEE$NSC$CTVA$SE
$185M
243 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.