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Hedge Funds Similar to Altiora Financial Group

13F Portfolio OverlapQ2 2026Altiora Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Altiora Financial Group, LLC is an institutional investor managing $634M across 112 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 Altiora Financial Group are SCHF (GPE), Independent Family Office, GM Advisory Group, with shared positions in $IAU, $SPCX, $IBIT, $AEM, $NEM, $KLAC. The full ranking of 25 similar funds is below.

#1SCHF (GPE), LLCActive
Notable overlap · 3 shared positions
$IAU$SPCX$IBIT
$2.5B
6 positions
#2Independent Family Office, LLCActive
Notable overlap · 4 shared positions
$IAU$IBIT$AEM$NEM
$249M
85 positions
#3GM Advisory Group, LLC
Notable overlap · 3 shared positions
$IAU$IBIT$KLAC
$2.6B
374 positions
#4RiverGlades Family Offices LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$AEM
$218M
108 positions
#5Proficio Capital Partners LLCPassive
Notable overlap · 3 shared positions
$IAU$IBIT$SPCX
$2.8B
691 positions
#6New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$IAU$AEM$NEM
$633M
68 positions
#7Argos Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$IBIT
$378M
224 positions
#8NKCFO LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$AEM
$330M
92 positions
#9Dynasty Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$NEM
$13.5B
367 positions
#10Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$SPCX$IBIT
$405M
118 positions
#11TENET WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$KLAC$IBIT
$134M
101 positions
#12Sagace Wealth Management LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$NEM
$159M
71 positions
#13Gibson Capital, LLCSmart money
Notable overlap · 3 shared positions
$IAU$IBIT$KLAC
$610M
94 positions
#14Sanchez Gaunt Capital Management, LLCPassive
Some overlap · 3 shared positions
$IAU$KLAC$NEM
$179M
189 positions
#15AlTi Global, Inc.Active
Some overlap · 3 shared positions
$IAU$AEM$IBIT
$4.8B
505 positions
#16Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$NEM$SPCX
$142M
408 positions
#17Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$IAU$NEM$AEM
$129M
94 positions
#18Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$IBIT
$3.4B
392 positions
#19Exit Wealth Advisors, LLC.Passive
Some overlap · 3 shared positions
$IAU$B$AEM
$220M
150 positions
#20Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$SPCX
$269M
107 positions
#21Silverleafe Capital Partners, LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$IBIT
$367M
99 positions
#22HARVARD MANAGEMENT CO INCSmart money
Some overlap · 3 shared positions
$IAU$SPCX$IBIT
$4.3B
19 positions
#23Alpha Financial Partners, LLCActive
Some overlap · 4 shared positions
$IAU$SPCX$IBIT$CTAS
$190M
118 positions
#24ALLIANZ SEActive
Some overlap · 3 shared positions
$IAU$NEM$B
$9.5B
519 positions
#25Financial Sense Advisors, Inc.Passive
Some overlap · 5 shared positions
$IAU$IBIT$B$AEM$SPCX
$508M
137 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.