What hedge funds are most similar to Atlantic Edge Private Wealth Management, LLC?

The funds with the most similar 13F portfolios to Atlantic Edge Private Wealth Management, LLC are Applied Finance ,, PEDDOCK ADVISORS,, LEGACY WEALTH ,, based on overlapping conviction holdings in the latest SEC filings.

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 Atlantic Edge Private Wealth ,

13F Portfolio OverlapQ1 2026Atlantic Edge Private Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Atlantic Edge Private Wealth Management, LLC is an institutional investor managing $407M across 601 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 Atlantic Edge Private Wealth , are Applied Finance ,, PEDDOCK ADVISORS,, LEGACY WEALTH ,, with shared positions in $KLAC, $COP, $PWR, $MCK, $DRI, $CMI. The full ranking of 25 similar funds is below.

#1Applied Finance Capital Management, LLCPassive

Notable overlap · 14 shared positions

$KLAC $COP $PWR $MCK $DRI $CMI

$1.3B

218 positions

#2PEDDOCK CAPITAL ADVISORS, LLCActive

Notable overlap · 11 shared positions

$MDY $COP $PWR $MCK $KLAC $TMO

$453M

166 positions

#3LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$JHG $KLAC $MCK $AEP $AMD

$174M

65 positions

#4Paladin Wealth, LLCPassive

Notable overlap · 7 shared positions

$JHG $COP $TMO $LOW $PWR $ETN

$145M

125 positions

#5Advisory Resource GroupPassive

Notable overlap · 4 shared positions

$JHG $COP $CMI $DHR

$581M

172 positions

#6Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$JHG $COP $APP

$478M

42 positions

#7PATTON ALBERTSON MILLER GROUP, LLCPassive

Notable overlap · 10 shared positions

$KLAC $PWR $MCK $CMI $LOW $TMO

$842M

212 positions

#8Traub Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $COP $URI

$101M

130 positions

#9Lionshead Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $PWR $AMD $TMO

$136M

108 positions

#10ATWOOD & PALMER INCPassive

Notable overlap · 5 shared positions

$JHG $TMO $LOW $URI $DHI

$1.8B

531 positions

#11Stirlingshire Investments, Inc.Passive

Notable overlap · 4 shared positions

$JHG $COP $DHR $VZ

$114M

196 positions

#12Brown Financial AdvisorsPassive

Notable overlap · 8 shared positions

$JHG $TMO $COP $LOW $ETN $PWR

$264M

209 positions

#13Destiny Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $APP $AMD

$914M

1,148 positions

#14Mason & Associates IncActive

Notable overlap · 3 shared positions

$JHG $COP $AMD

$516M

160 positions

#15BNB Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $KLAC $URI

$156M

90 positions

#16Leelyn Smith, LLCPassive

Notable overlap · 3 shared positions

$JHG $KLAC $TMO

$713M

154 positions

#17SeaBridge Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$JHG $PWR $AMD $LOW

$591M

188 positions

#18Gradient Investments LLCPassive

Notable overlap · 8 shared positions

$JHG $TMO $ETN $COP $LOW $BAC

$6.5B

420 positions

#19CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $LOW $TMO $ETN

$309M

132 positions

#20Orion Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $ETN $AMD $BAC

$290M

485 positions

#21Asio Capital, LLCActive

Notable overlap · 6 shared positions

$JHG $COP $PWR $TMO $LOW $BAC

$712M

110 positions

#22Banco BTG Pactual S.A.Passive

Notable overlap · 3 shared positions

$JHG $AMD $TMO

$1.1B

185 positions

#23Kensington Asset Management, LLCSmart money

Notable overlap · 3 shared positions

$JHG $APP $COP

$1.9B

41 positions

#24Trail Ridge Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $TMO $ETN

$230M

99 positions

#25WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $APP $VZ

$156M

139 positions

Compare Atlantic Edge Private Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Atlantic Edge Private Wealth ,’s holdings

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.