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 FAMILY WEALTH,

13F Portfolio OverlapQ1 2026ATLANTIC FAMILY WEALTH, portfolio →

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Most similar hedge funds by 13F overlap

ATLANTIC FAMILY WEALTH, LLC is an institutional investor managing $138M 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 ATLANTIC FAMILY WEALTH, are Wealth Group Ltd, Wiser Wealth ,, Tandem Investment Partners, with shared positions in $MAR, $REGN, $MS, $AGQ, $HUM, $USB. The full ranking of 25 similar funds is below.

#1Wealth Group LtdSmart money

Notable overlap · 5 shared positions

$MAR $REGN $MS $AGQ $HUM

$439M

94 positions

#2Wiser Wealth Management, IncSmart money

Notable overlap · 3 shared positions

$MAR $REGN $HUM

$464M

58 positions

#3Tandem Investment Partners LLCPassive

Notable overlap · 5 shared positions

$MAR $REGN $HUM $USB $VZ

$118M

73 positions

#4Junk Investment Group, LLCPassive

Notable overlap · 6 shared positions

$MAR $HUM $KKR $PNC $TFC $VZ

$191M

88 positions

#5CVA Family Office, LLCPassive

Notable overlap · 5 shared positions

$MAR $MS $HUM $KKR $USB

$950M

1,838 positions

#6Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$MAR $REGN $HUM $PFE

$170M

48 positions

#7Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$MAR $SNOW $HUM $KKR $USB

$302M

51 positions

#8CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 4 shared positions

$MAR $REGN $KKR $USB

$149M

96 positions

#9SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$MAR $HUM $KKR $USB $PFE

$272M

554 positions

#10Bravias Capital Group, LLCActive

Notable overlap · 4 shared positions

$MAR $REGN $VZ $AGQ

$153M

96 positions

#11Richmond Brothers, Inc.Smart money

Notable overlap · 3 shared positions

$MAR $SNOW $AGQ

$150M

36 positions

#12Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$MAR $SNOW $AGQ

$1.8B

57 positions

#13Marotta Asset ManagementActive

Notable overlap · 3 shared positions

$MAR $SNOW $TFC

$543M

103 positions

#14Vermillion Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $USB

$255M

1,563 positions

#15Financial Perspectives, IncPassive

Notable overlap · 5 shared positions

$MAR $MS $HUM $KKR $USB

$358M

716 positions

#16JBR Co Financial Management IncActive

Notable overlap · 4 shared positions

$MAR $REGN $VZ $AGQ

$239M

120 positions

#17ARMSTRONG ADVISORY GROUP, INCActive

Notable overlap · 5 shared positions

$MAR $AGQ $KKR $HUM $VZ

$1.5B

958 positions

#18ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active

Notable overlap · 17 shared positions

$TTE $HUM $ENB $SNY $PFE $USB

$1.6B

1,529 positions

#19Compass Financial Group, INC/SDActive

Notable overlap · 5 shared positions

$MAR $HUM $SNOW $KKR $USB

$715M

105 positions

#20RCW Management, LLCPassive

Notable overlap · 3 shared positions

$MAR $KKR $HUM

$98M

68 positions

#21HARBOR INVESTMENT ADVISORY, LLCPassive

Notable overlap · 3 shared positions

$MAR $MS $SNOW

$1.3B

1,233 positions

#22Madden Advisory Services, Inc.Passive

Notable overlap · 3 shared positions

$MAR $HUM $SNOW

$254M

108 positions

#23John A. Wolfe & Associates, Inc.Active

Notable overlap · 3 shared positions

$MAR $KKR $USB

$65M

42 positions

#24Leeward Financial Partners, LLCPassive

Notable overlap · 4 shared positions

$MAR $SNOW $HUM $USB

$336M

97 positions

#25Advantage Trust CoActive

Notable overlap · 3 shared positions

$MAR $HUM $PFE

$223M

123 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.