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Hedge Funds Similar to Alteri Wealth

13F Portfolio OverlapQ1 2026Alteri Wealth portfolio →
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Most similar hedge funds by 13F overlap

Alteri Wealth LLC is an institutional investor managing $309M across 292 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 Alteri Wealth are Argyle ,, guardian investment, Victrix Investment Advisors, with shared positions in $INTC, $AMGN, $BAC, $COP, $T, $BA. The full ranking of 25 similar funds is below.

#1Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$INTC$AMGN$BAC$COP$T
$308M
137 positions
#2guardian investment managementActive
Some overlap · 5 shared positions
$AMGN$BAC$INTC$BA$T
$127M
60 positions
#3Victrix Investment AdvisorsPassive
Some overlap · 5 shared positions
$BAC$INTC$BA$LMT$DIS
$275M
107 positions
#4EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$BAC$AMGN$LMT$MS$COP$T
$1.4B
56 positions
#5North Forty Two & Co.Passive
Some overlap · 5 shared positions
$BAC$SNOW$AMGN$INTC$COP
$108M
97 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$AMGN$BAC$LMT$COP$T
$215M
125 positions
#7Brandywine Global Investment Management, LLC
Some overlap · 6 shared positions
$BAC$AMGN$LMT$MS$DIS$T
$14.9B
601 positions
#8HOERTKORN RICHARD CHARLESActive
Some overlap · 4 shared positions
$INTC$BAC$BA$DIS
$122M
75 positions
#9DCM Advisors, LLCActive
Some overlap · 6 shared positions
$BAC$BA$MS$DIS$COP$T
$220M
38 positions
#10Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$AMGN$BAC$BA$DIS
$210M
79 positions
#11PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 4 shared positions
$INTC$AMGN$UAL$COP
$127.0B
320 positions
#12Bouvel Investment Partners, LLCPassive
Some overlap · 4 shared positions
$INTC$SNOW$BA$MS
$345M
78 positions
#13Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$INTC$BAC$MS$COP
$232M
44 positions
#14KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 4 shared positions
$INTC$AMGN$LMT$T
$188M
174 positions
#15Vanguard Capital Wealth AdvisorsPassive
Some overlap · 5 shared positions
$BAC$BA$INTC$MS$COP
$108M
120 positions
#16Harrington Investments, INCPassive
Some overlap · 3 shared positions
$INTC$AMGN$SNOW
$190M
84 positions
#17FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$AMGN$BAC$LMT$COP
$5.0B
201 positions
#18Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$AMGN$BAC$LMT$T
$170M
82 positions
#19Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$AMGN$BAC$LMT$COP
$245M
98 positions
#20General Pension Society PZU Joint Stock CoSmart money
Some overlap · 3 shared positions
$INTC$BAC$BA
$407M
15 positions
#21Philip James Wealth Mangement, LLCActive
Some overlap · 5 shared positions
$INTC$BAC$MS$COP$AMGN
$870M
157 positions
#22CERTUITY, LLCPassive
Some overlap · 5 shared positions
$BAC$INTC$BA$MS$T
$1.5B
659 positions
#23CORRADO ADVISORS, LLCPassive
Some overlap · 6 shared positions
$INTC$LMT$DIS$T$SNOW$BAC
$192M
115 positions
#24Athena Investment ManagementActive
Some overlap · 4 shared positions
$INTC$BAC$AMGN$T
$193M
153 positions
#25VIAWEALTH, LLCPassive
Some overlap · 4 shared positions
$AMGN$BAC$BA$COP
$180M
159 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.