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Hedge Funds Similar to Atala Financial

13F Portfolio OverlapQ1 2026Atala Financial portfolio →
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Most similar hedge funds by 13F overlap

Atala Financial Inc is an institutional investor managing $149M across 117 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 Atala Financial are Platform Wealth ,, Hamilton Point Investment Advisors,, Steigerwald, Gordon & Koch, with shared positions in $MAR, $TJX, $AMN, $CRM, $ACN, $DE. The full ranking of 25 similar funds is below.

#1Platform Wealth Management, LLC
Notable overlap · 6 shared positions
$MAR$TJX$AMN$CRM$ACN$DE
$376M
60 positions
#2Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 7 shared positions
$DE$TJX$AMN$IBM$CRM$IAU
$649M
186 positions
#3Steigerwald, Gordon & Koch Inc.Passive
Notable overlap · 5 shared positions
$DE$IBM$KO$ACN$DIS
$974M
782 positions
#4WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 6 shared positions
$MAR$TJX$CRM$ACN$DIS$DE
$1.2B
69 positions
#5FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 5 shared positions
$NXT$DE$TJX$DIS$ADBE
$102M
56 positions
#6Beech Hill Advisors, Inc.Passive
Notable overlap · 6 shared positions
$TJX$KO$IBM$CRM$DIS$GEHC
$200M
94 positions
#7Drexel Morgan & Co.Active
Some overlap · 4 shared positions
$IBM$DE$KO$DIS
$682M
60 positions
#8Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$DE$TJX$DIS
$1.3B
60 positions
#9Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$TJX$DE$AMN$IAU$DIS
$752M
61 positions
#10Cohen Capital Management, Inc.Passive
Some overlap · 4 shared positions
$DE$MAR$IBM$CRM
$644M
154 positions
#11Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$DE$NXT$IBM
$112M
54 positions
#12RE ADVISERS CORPActive
Some overlap · 4 shared positions
$DE$TJX$GEHC$DIS
$3.7B
111 positions
#13Arlington Financial Advisors, LLCActive
Some overlap · 5 shared positions
$DE$AMN$CRM$DIS$MUC
$702M
95 positions
#14Palisade Asset Management, LLCActive
Some overlap · 4 shared positions
$IBM$DE$TJX$ACN
$996M
195 positions
#15Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$TJX$MAR$DE$KO
$462M
106 positions
#16PeakShares LLCPassive
Some overlap · 4 shared positions
$MAR$CRM$TJX$IBM
$109M
116 positions
#17Farmers National BankPassive
Some overlap · 5 shared positions
$IBM$ACN$MAR$DIS$KO
$453M
185 positions
#18AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$MAR$TJX$DIS$ACN
$445M
77 positions
#19FIRST COMMUNITY TRUST NAPassive
Some overlap · 3 shared positions
$DE$AMN$DIS
$136M
359 positions
#20CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$IBM$KO$CRM$DIS
$140M
72 positions
#21ROBINSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MUC$MHD$NBH
$239M
109 positions
#22Howard Capital Management Group, LLCActive
Some overlap · 4 shared positions
$TJX$KO$CRM$ACN
$1.5B
143 positions
#23TLW Wealth Management, LLCActive
Some overlap · 3 shared positions
$DE$TJX$MAR
$171M
16 positions
#24Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$IBM$TJX$KO
$18.1B
151 positions
#25PARK NATIONAL CORP /OH/Passive
Some overlap · 5 shared positions
$TJX$MAR$KO$ACN$CRM
$3.3B
381 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.