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Hedge Funds Similar to Atala Financial

13F Portfolio OverlapQ2 2026Atala Financial portfolio →
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Most similar hedge funds by 13F overlap

Atala Financial Inc is an institutional investor managing $165M across 121 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Atala Financial are WINDWARD, Platform Wealth, Trace Wealth Advisors, with shared positions in $MAR, $TJX, $CRM, $DIS, $ACN, $DE. The full ranking of 25 similar funds is below.

#1WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 6 shared positions
$MAR$TJX$CRM$DIS$ACN$DE
$1.3B
73 positions
#2Platform Wealth Management, LLCActive
Notable overlap · 5 shared positions
$MAR$TJX$CRM$ACN$DE
$273M
57 positions
#3Trace Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$DE$QCOM$DIS
$153M
69 positions
#4Fundsmith LLPActive
Notable overlap · 3 shared positions
$MAR$NXT$TJX
$13.6B
41 positions
#5FUNDSMITH INVESTMENT SERVICES LTD.Active
Notable overlap · 3 shared positions
$MAR$NXT$TJX
$4.5B
27 positions
#6FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$NXT$TJX$DE$DIS
$118M
56 positions
#7Mandatum Life Insurance Co LtdSmart money
Some overlap · 6 shared positions
$TJX$CRM$DIS$GEHC$DE$QCOM
$540M
90 positions
#8TLW Wealth Management, LLCActive
Some overlap · 3 shared positions
$DE$TJX$MAR
$177M
20 positions
#9Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$DE$TJX$DIS
$1.3B
62 positions
#10Capital Investment Services of America, Inc.Active
Some overlap · 5 shared positions
$TJX$QCOM$SHOP$AXON$ADBE
$1.0B
83 positions
#11ROBINSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MUC$MHD$NBH
$226M
100 positions
#12WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$DE$IAU$AXON
$317M
129 positions
#13Basepoint Wealth LLCPassive
Some overlap · 3 shared positions
$DE$GEHC$ADBE
$175M
632 positions
#14RE ADVISERS CORPActive
Some overlap · 4 shared positions
$DE$TJX$DIS$GEHC
$4.0B
124 positions
#15Positano Wealth Management LtdSmart money
Some overlap · 4 shared positions
$MAR$QCOM$CRM$ADBE
$185M
24 positions
#16Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$DE$QCOM$COHR
$1.1B
34 positions
#17Arlington Financial Advisors, LLCActive
Some overlap · 4 shared positions
$DE$CRM$DIS$MUC
$787M
107 positions
#18DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$QCOM$DE$DIS$ADBE$ACN
$235M
96 positions
#19CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$DE$TJX$ADBE$IAU
$767M
184 positions
#20DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$RBLX$AXON$SHOP
$220M
35 positions
#21Jacksonville Wealth Management, LLCActive
Some overlap · 4 shared positions
$DE$AXON$SHOP$DIS
$177M
76 positions
#22Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$DE$TJX$IAU$DIS
$814M
61 positions
#23Robinson Value Management, Ltd.Passive
Some overlap · 5 shared positions
$QCOM$DIS$ADBE$ACN$IAU
$187M
75 positions
#24Legacy Advisory Services, LLCActive
Some overlap · 3 shared positions
$MAR$SHOP$DIS
$142M
54 positions
#25Ravenswood Partners LPActive
Some overlap · 3 shared positions
$AXON$TJX$SHOP
$313M
36 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.