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 Alteri Wealth

13F Portfolio OverlapQ2 2026Alteri Wealth portfolio →

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Most similar hedge funds by 13F overlap

Alteri Wealth LLC is an institutional investor managing $362M across 296 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 Alteri Wealth are DB Fitzpatrick, Cohen Investment Advisors, American State Bank (Iowa), with shared positions in $AMGN, $BA, $FTNT, $LMT, $DIS, $C. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive

Some overlap · 4 shared positions

$AMGN $BA $FTNT $LMT

$124M

100 positions

#2Cohen Investment Advisors LLCPassive

Some overlap · 4 shared positions

$AMGN $BA $DIS $C

$223M

81 positions

#3American State Bank (Iowa)Passive

Some overlap · 4 shared positions

$AMGN $BA $DELL $C

$247M

139 positions

#4Richwood Investment Advisors, LLCActive

Some overlap · 4 shared positions

$AMGN $BA $LMT $C

$142M

106 positions

#5Buck Wealth Strategies, LLCPassive

Some overlap · 4 shared positions

$AMGN $LMT $DELL $FTNT

$956M

1,170 positions

#6Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$AMGN $BA $DIS $C

$330M

73 positions

#7Hudson Canyon Capital ManagementPassive

Some overlap · 4 shared positions

$AMGN $WDC $DELL $C

$187M

50 positions

#8INDEPENDENT INVESTORS INCSmart money

Some overlap · 3 shared positions

$AMGN $BA $DIS

$524M

73 positions

#9Wilkinson Global Asset Management LLCActive

Some overlap · 4 shared positions

$AMGN $DELL $DIS $PH

$1.3B

62 positions

#10Smart Portfolios, LLC

Some overlap · 3 shared positions

$AMGN $BA $DIS

$100M

99 positions

#11guardian investment managementActive

Some overlap · 3 shared positions

$AMGN $BA $C

$155M

60 positions

#12CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 3 shared positions

$AMGN $FTNT $LMT

$1.2B

203 positions

#13Capula Management LtdActive

Some overlap · 3 shared positions

$AMGN $BA $WDC

$28.0B

700 positions

#14FELL CAPITAL MANAGEMENT /ADVPassive

Some overlap · 3 shared positions

$AMGN $BA $DIS

$119M

96 positions

#15Genus Capital Management Inc.Passive

Some overlap · 4 shared positions

$AMGN $WDC $DELL $C

$1.0B

204 positions

#16Foster Victor Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$AMGN $LMT $DELL $C

$1.9B

254 positions

#17GILPIN WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$AMGN $FTNT $DIS

$145M

1,064 positions

#18Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 3 shared positions

$AMGN $BA $DIS

$1.0B

765 positions

#19VIAWEALTH, LLCPassive

Some overlap · 3 shared positions

$AMGN $BA $DELL

$199M

167 positions

#20Vista Private Wealth Partners. LLCActive

Some overlap · 4 shared positions

$BA $AMGN $DIS $C

$306M

89 positions

#21Lipe & DaltonPassive

Some overlap · 3 shared positions

$AMGN $BA $LMT

$215M

94 positions

#22Capital World InvestorsActive

Some overlap · 3 shared positions

$AMGN $BA $WDC

$846.4B

637 positions

#23B & T Capital Management DBA Alpha Capital ManagementPassive

Slight overlap · 4 shared positions

$AMGN $LMT $DIS $PH

$770M

129 positions

#24WINSLOW ASSET MANAGEMENT INCActive

Slight overlap · 3 shared positions

$AMGN $BA $DIS

$575M

82 positions

#25Vickerman Investment Advisors, Inc.Active

Slight overlap · 3 shared positions

$AMGN $FTNT $DIS

$515M

100 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.