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 Attessa

13F Portfolio OverlapQ1 2026Attessa portfolio →

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Most similar hedge funds by 13F overlap

Attessa Capital LLC is an institutional investor managing $223M across 51 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 Attessa are American National Bank of Texas, NavPoint Financial,, EVOKE WEALTH,, with shared positions in $GLDM, $DOV, $ABT, $IAU, $MKL. The full ranking of 25 similar funds is below.

#1American National Bank of TexasActive

Some overlap · 3 shared positions

$GLDM $DOV $ABT

$105M

57 positions

#2NavPoint Financial, Inc.Active

Some overlap · 3 shared positions

$GLDM $DOV $IAU

$247M

71 positions

#3EVOKE WEALTH, LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $IAU

$5.6B

711 positions

#43EDGE Asset Management, LPSmart money

Some overlap · 3 shared positions

$GLDM $DOV $IAU

$2.1B

91 positions

#5SNS Financial Group, LLCActive

Some overlap · 4 shared positions

$GLDM $DOV $ABT $MKL

$1.2B

208 positions

#6Austin Wealth Management, LLCPassive

Some overlap · 3 shared positions

$GLDM $DOV $IAU

$440M

118 positions

#7Hegarty Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $MKL

$127M

57 positions

#8Genesis Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $IAU

$150M

64 positions

#9Integrity Wealth Solutions LLCPassive

Some overlap · 3 shared positions

$GLDM $DOV $IAU

$255M

130 positions

#10Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$GLDM $ABT $IAU

$1.6B

435 positions

#11Magnolia Private Wealth, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $MKL

$150M

134 positions

#12Greenline Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $IAU $MKL

$930M

144 positions

#13Upper Left Wealth Management, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $MKL

$169M

68 positions

#14ENTREWEALTH, LLCPassive

Some overlap · 3 shared positions

$GLDM $IAU $MKL

$223M

104 positions

#15Copia Wealth ManagementPassive

Slight overlap · 3 shared positions

$GLDM $DOV $IAU

$146M

532 positions

#16SENTINEL PENSION ADVISORS, LLCActive

Slight overlap · 3 shared positions

$GLDM $IAU $MKL

$676M

137 positions

#17RETIREMENT INCOME SOLUTIONS, INCActive

Slight overlap · 3 shared positions

$GLDM $MKL $IAU

$585M

173 positions

#18MYECFO, LLCActive

Slight overlap · 4 shared positions

$GLDM $DOV $IAU $MKL

$239M

66 positions

#19Principia Wealth Advisory, LLC

Slight overlap · 3 shared positions

$GLDM $IAU $MKL

$160M

1,015 positions

#20New England Private Wealth Advisors LLCActive

Slight overlap · 4 shared positions

$DOV $GLDM $IAU $MKL

$866M

194 positions

#21Stratos Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $GLDM $MKL

$1.6B

609 positions

#22Compass Ion Advisors, LLCActive

Slight overlap · 3 shared positions

$DOV $GLDM $MKL

$1.0B

279 positions

#23GOULD ASSET MANAGEMENT LLC /CA/Active

Slight overlap · 3 shared positions

$GLDM $IAU $MKL

$576M

171 positions

#24Boyce & Associates Wealth Consulting, Inc.Active

Slight overlap · 3 shared positions

$DOV $GLDM $IAU

$132M

80 positions

#25FIDUCIENT ADVISORS LLCPassive

Slight overlap · 3 shared positions

$GLDM $DOV $MKL

$765M

139 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.