13F Pro

Hedge Funds Similar to ALEXANDER LABRUNERIE & ,

13F Portfolio OverlapQ1 2026ALEXANDER LABRUNERIE & , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ALEXANDER LABRUNERIE & CO., INC. is an institutional investor managing $267M across 122 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 ALEXANDER LABRUNERIE & , are RCW ,, WMG Financial Advisors,, Hartford Financial, with shared positions in $MAR, $KKR, $IAU, $T, $BAC, $BA. The full ranking of 25 similar funds is below.

#1RCW Management, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$IAU
$98M
68 positions
#2WMG Financial Advisors, LLCActive
Some overlap · 4 shared positions
$MAR$T$BAC$BA
$240M
100 positions
#3Hartford Financial Management Inc.Passive
Some overlap · 3 shared positions
$MAR$BAC$AMAT
$392M
344 positions
#4Wheelhouse Advisory Group LLCActive
Some overlap · 5 shared positions
$MAR$AEE$T$BA$KKR
$302M
51 positions
#5Triangle Securities Wealth ManagementPassive
Some overlap · 3 shared positions
$MAR$KKR$BAC
$441M
206 positions
#671 West Capital PartnersActive
Some overlap · 4 shared positions
$MAR$BAC$T$KKR
$2.3B
313 positions
#7FOUNDERS GROVE WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$BAC
$440M
162 positions
#8Sheridan Capital Management, LLCSmart money
Some overlap · 3 shared positions
$MAR$IAU$WSM
$190M
31 positions
#9FMB WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$MAR$BAC$IAU$BA
$242M
73 positions
#10Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$MAR$IAU$T
$589M
138 positions
#11CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$MAR$IAU$KKR
$149M
96 positions
#12Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MAR$KKR$AMAT
$151M
97 positions
#13White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$MAR$KKR$IAU
$721M
145 positions
#14Advantage Trust CoActive
Some overlap · 3 shared positions
$MAR$IAU$BA
$223M
123 positions
#15JMAC ENTERPRISES LLCPassive
Some overlap · 4 shared positions
$MAR$KKR$IAU$BAC
$522M
117 positions
#16Capital Squared Financial LLCPassive
Some overlap · 5 shared positions
$MAR$BAC$KKR$IAU$AMAT
$131M
85 positions
#17Capital Advisors Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$IAU
$745M
219 positions
#18APS Management Group, Inc.Passive
Some overlap · 3 shared positions
$MAR$KKR$BA
$117M
72 positions
#19Innovative Wealth Building LLCActive
Some overlap · 3 shared positions
$MAR$KKR$BAC
$142M
70 positions
#20BEACON INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MAR$BAC$AMAT
$265M
171 positions
#21XML Financial, LLCPassive
Some overlap · 3 shared positions
$MAR$BAC$KKR
$1.2B
421 positions
#22PCG ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MAR$BAC$AMAT
$125M
78 positions
#23Cornerstone Advisory, LLCPassive
Some overlap · 3 shared positions
$MAR$PDI$KKR
$1.1B
262 positions
#24NS Partners LtdActive
Some overlap · 4 shared positions
$MAR$BAC$T$AMAT
$2.2B
71 positions
#25Raab & Moskowitz Asset Management LLCPassive
Some overlap · 4 shared positions
$MAR$KKR$BAC$BA
$450M
187 positions

Compare ALEXANDER LABRUNERIE & ,’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 ALEXANDER LABRUNERIE & ,’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.