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Hedge Funds Similar to Alternative Investment Advisors,

13F Portfolio OverlapQ1 2026Alternative Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Alternative Investment Advisors, LLC. is an institutional investor managing $229M across 76 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 Alternative Investment Advisors, are Runnymede Advisors,, Quantum Financial Advisors,, American Investment Advisors,, with shared positions in $MDLZ, $LRCX, $AGQ, $VLTO, $T, $IBM. The full ranking of 25 similar funds is below.

#1Runnymede Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$MDLZ$LRCX$AGQ
$116M
75 positions
#2Quantum Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MDLZ$VLTO$T
$891M
231 positions
#3American Trust Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$MDLZ$LRCX$IBM
$181M
76 positions
#4Wolfstich Capital, LLCActive
Some overlap · 3 shared positions
$MDLZ$IBM$OKE
$114M
45 positions
#5Jackson Wealth Management, LLCActive
Some overlap · 3 shared positions
$MDLZ$LRCX$KMI
$972M
148 positions
#6Veridan Wealth LLCActive
Some overlap · 3 shared positions
$MDLZ$VLTO$WFC
$270M
80 positions
#7ACCESS FINANCIAL SERVICES, INC.Active
Some overlap · 4 shared positions
$MDLZ$IBM$LRCX$SLV
$282M
95 positions
#8CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 4 shared positions
$MDLZ$IBM$KMI$T
$150M
86 positions
#9Vectors Research Management, LLCPassive
Some overlap · 4 shared positions
$VLTO$KMI$IBM$DUK
$342M
142 positions
#10Lynch Investment Planning, LLCActive
Some overlap · 6 shared positions
$MDLZ$KMI$DE$IBM$WFC$DIA
$111M
54 positions
#11RIA Advisory Group LLCPassive
Some overlap · 5 shared positions
$MDLZ$SLV$AGQ$WFC$DUK
$421M
145 positions
#12Kilter Group LLCPassive
Some overlap · 3 shared positions
$MDLZ$IBM$EPAM
$232M
1,567 positions
#13FARMERS TRUST COPassive
Some overlap · 4 shared positions
$LRCX$IBM$KMI$T
$637M
203 positions
#14EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$MDLZ$WFC$T$DUK
$1.4B
56 positions
#15Onyx Bridge Wealth Group LLCPassive
Some overlap · 4 shared positions
$VLTO$MDLZ$OKE$AGQ
$930M
373 positions
#16EVOKE WEALTH, LLCActive
Some overlap · 3 shared positions
$MDLZ$SLV$LRCX
$5.6B
711 positions
#17W ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDLZ$EPAM$T
$195M
141 positions
#18CM WEALTH ADVISORS LLCActive
Some overlap · 3 shared positions
$MDLZ$DIA$PHYS
$470M
146 positions
#19Nova Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MDLZ$SLV$AGQ
$154M
545 positions
#20Worth Asset Management, LLCPassive
Some overlap · 4 shared positions
$VLTO$LRCX$SLV$DIA
$268M
182 positions
#21ROBINSON SMITH WEALTH ADVISORS LLCActive
Some overlap · 4 shared positions
$MDLZ$IBM$T$PHYS
$148M
84 positions
#22KICKSTAND VENTURES, LLC.Active
Some overlap · 4 shared positions
$MDLZ$AGQ$LRCX$T
$475M
130 positions
#23BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 4 shared positions
$MDLZ$KMI$DE$WFC
$2.3B
264 positions
#24Kaydan Wealth Management, Inc.Active
Some overlap · 5 shared positions
$MDLZ$DE$AGQ$DIA$T
$299M
109 positions
#25CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$VLTO$MDLZ$WFC$DUK
$1.4B
178 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.