What hedge funds are most similar to ALLEN WEALTH MANAGEMENT, LLC?

The funds with the most similar 13F portfolios to ALLEN WEALTH MANAGEMENT, LLC are COWA,, JACKSON THORNTON WEALTH ,, CLARIS ADVISORS, / MO /, 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 ALLEN WEALTH ,

13F Portfolio OverlapQ1 2026ALLEN WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

ALLEN WEALTH MANAGEMENT, LLC is an institutional investor managing $200M across 59 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 ALLEN WEALTH , are COWA,, JACKSON THORNTON WEALTH ,, CLARIS ADVISORS, / MO /, with shared positions in $NKE, $ALPS, $EPD, $KMB, $AMGN, $FDX. The full ranking of 25 similar funds is below.

#1COWA, LLCActive

Notable overlap · 5 shared positions

$NKE $ALPS $EPD $KMB $AMGN

$371M

158 positions

#2JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$NKE $FDX $KO $LMT

$1.1B

286 positions

#3CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 3 shared positions

$NKE $PFE $EPD

$334M

70 positions

#4DiNuzzo Private Wealth, Inc.Active

Notable overlap · 3 shared positions

$NKE $__PARK_1390777 $FDX

$928M

1,345 positions

#5FMB WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$NKE $C $AMGN

$242M

73 positions

#6MASECO LLPActive

Notable overlap · 3 shared positions

$NKE $KO $PFE

$3.2B

391 positions

#7Evanson Asset Management, LLCActive

Notable overlap · 3 shared positions

$NKE $ACN $EPD

$1.9B

321 positions

#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$LMT $C $RIO $MDT $DUK $KO

$220M

148 positions

#944 WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$NKE $MDT $C $KO

$286M

183 positions

#10BARNES PETTEY FINANCIAL ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$NKE $ALPS $FDX

$229M

156 positions

#11Belleair Asset Management, LLCPassive

Notable overlap · 3 shared positions

$NKE $DUK $EPD

$110M

77 positions

#12apricus wealth, LLCPassive

Notable overlap · 8 shared positions

$C $SLB $KMB $DUK $UL $AMGN

$205M

120 positions

#13Center for Wealth Management AdvisoryActive

Some overlap · 7 shared positions

$LMT $__PARK_1390777 $ACN $DUK $KO $PFE

$139M

62 positions

#14HMV Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$NKE $LMT $KO

$213M

81 positions

#15Davis Capital ManagementPassive

Some overlap · 8 shared positions

$__PARK_1390777 $RIO $LMT $MDT $SLB $KO

$148M

589 positions

#16SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$NKE $C $MDT $AMGN $PFE

$728M

79 positions

#17Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$LMT $__PARK_1390777 $MDT $DUK $KO $AMGN

$272M

95 positions

#18LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$ALPS $LMT $PSA $DUK

$192M

113 positions

#19Aurdan Capital Management, LLCActive

Some overlap · 3 shared positions

$NKE $KO $AMGN

$333M

88 positions

#20Willis Investment CounselActive

Some overlap · 5 shared positions

$LMT $MDT $ACN $DUK $PFE

$1.8B

123 positions

#21InTrack Investment Management IncPassive

Some overlap · 3 shared positions

$NKE $C $DUK

$175M

108 positions

#22PENN DAVIS MCFARLAND INCActive

Some overlap · 8 shared positions

$LMT $KMB $EPD $KO $AMGN $ACN

$1.0B

75 positions

#23MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$LMT $__PARK_1390777 $MDT $NKE $AMGN $FDX

$1.1B

105 positions

#24Granite Group Advisors, LLCActive

Some overlap · 6 shared positions

$LMT $MDT $__PARK_1390777 $ALPS $ACN $AMGN

$165M

86 positions

#25Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$LMT $__PARK_1390777 $DUK $KO $AMGN

$353M

78 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.