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 Atlanta Consulting Group Advisors,

13F Portfolio OverlapQ1 2026Atlanta Consulting Group Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Atlanta Consulting Group Advisors, LLC is an institutional investor managing $465M across 143 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 Atlanta Consulting Group Advisors, are Jackson Hole Partners,, Argent Advisors,, Meadow Creek Wealth Advisors, with shared positions in $ARLP, $KO, $VZ, $DUK, $AMN, $AXP. The full ranking of 25 similar funds is below.

#1Jackson Hole Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$ARLP $KO $VZ $DUK

$605M

313 positions

#2Argent Advisors, Inc.Passive

Some overlap · 5 shared positions

$AMN $KO $AXP $VZ $DUK

$366M

173 positions

#3Meadow Creek Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$AMN $KO $MPC $BAC $UNP

$155M

135 positions

#4Parkshore Wealth Management, Inc.Smart money

Some overlap · 7 shared positions

$AMN $MPC $BAC $CSX $GE $AXP

$299M

69 positions

#5Navalign, LLCPassive

Some overlap · 5 shared positions

$AMN $KO $COP $BAC $UNP

$396M

127 positions

#6WESPAC Advisors SoCal, LLCPassive

Some overlap · 4 shared positions

$AMN $KO $GE $GEV

$470M

119 positions

#7Widmann Financial Services, Inc.Passive

Some overlap · 4 shared positions

$AMN $KO $VZ $DUK

$168M

121 positions

#8FIDUCIARY ADVISORS, INC.Active

Some overlap · 5 shared positions

$AMN $COP $BAC $MKL $KO

$133M

121 positions

#9Concord Asset Management, LLC/VAActive

Some overlap · 4 shared positions

$AMN $KO $COP $UNP

$592M

117 positions

#10Approach Retirement Advisors, LLCActive

Some overlap · 3 shared positions

$AMN $KO $DUK

$120M

79 positions

#11Emprise BankActive

Some overlap · 4 shared positions

$AMN $COP $BAC $UNP

$249M

107 positions

#12MFA WEALTH ADVISORS, LLCActive

Some overlap · 4 shared positions

$AMN $KO $AXP $DUK

$508M

88 positions

#13ORRSTOWN FINANCIAL SERVICES INCActive

Some overlap · 6 shared positions

$AMN $UNP $COP $GE $AXP $GEV

$597M

117 positions

#14Pavion Blue Capital, LLCPassive

Some overlap · 8 shared positions

$KO $COP $BAC $MKL $UPS $GE

$230M

108 positions

#15COWA, LLCActive

Some overlap · 4 shared positions

$AMN $COP $MKL $UPS

$371M

158 positions

#16Avantax Planning Partners, Inc.Active

Some overlap · 4 shared positions

$AMN $KO $COP $VZ

$3.6B

435 positions

#17Heritage Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$AMN $COP $MPC $VZ $DUK

$202M

157 positions

#18PDS Planning, IncPassive

Some overlap · 5 shared positions

$AMN $KO $MKL $UPS $COP

$1.5B

561 positions

#19Allegiance Financial Group Advisory Services LLCActive

Some overlap · 5 shared positions

$AMN $MPC $MKL $GE $GEV

$503M

198 positions

#20Tillman Hartley LLCActive

Some overlap · 4 shared positions

$AMN $COP $KO $AXP

$398M

88 positions

#21HMV Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$AMN $MPC $UNP $KO

$213M

81 positions

#22CORRECT CAPITAL WEALTH MANAGEMENTActive

Some overlap · 3 shared positions

$AMN $KO $UNP

$536M

109 positions

#23ISLAY CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$AMN $COP $MPC

$197M

204 positions

#24Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$AMN $KO $MPC

$1.6B

435 positions

#25Ballast Financial Advisors LLCActive

Some overlap · 3 shared positions

$AMN $COP $BAC

$98M

68 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.