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Hedge Funds Similar to Alpha Wealth Funds,

13F Portfolio OverlapQ1 2026Alpha Wealth Funds, portfolio →
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Most similar hedge funds by 13F overlap

Alpha Wealth Funds, LLC is an institutional investor managing $149M across 41 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 Alpha Wealth Funds, are Westend ,, Patient ,, ARBOR WEALTH ADVISORS,, with shared positions in $ET, $ROK, $BA, $FISV, $ADBE, $SOFI. The full ranking of 25 similar funds is below.

#1Westend Capital Management, LLCPassive
Notable overlap · 3 shared positions
$ET$ROK$BA
$333M
254 positions
#2Patient Capital Management, LLCActive
Notable overlap · 4 shared positions
$ET$FISV$ADBE$SOFI
$2.7B
40 positions
#3ARBOR TRUST WEALTH ADVISORS, LLCPassive
Notable overlap · 4 shared positions
$MDY$ABT$AMAT$LOW
$228M
90 positions
#4Delaney Dennis RPassive
Notable overlap · 4 shared positions
$ROK$ABT$AMAT$FISV
$282M
60 positions
#5Notis-McConarty EdwardActive
Notable overlap · 5 shared positions
$ROK$ABT$AMAT$LOW$AMGN
$219M
68 positions
#6LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$ET$BA$ADBE
$480M
243 positions
#7Broderick Brian CActive
Some overlap · 5 shared positions
$ROK$ABT$AMAT$FISV$ET
$542M
95 positions
#8INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$ET$BA$MRVL
$1.4B
149 positions
#9Arvest Bank Trust DivisionPassive
Some overlap · 3 shared positions
$MDY$LOW$AMAT
$1.8B
221 positions
#10Baker Chad RActive
Some overlap · 4 shared positions
$ROK$ABT$AMAT$LOW
$530M
56 positions
#11Torrey-Payne Wealth Management, LLCActive
Some overlap · 3 shared positions
$MDY$ROK$BA
$109M
40 positions
#12ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$ABT$AMGN$BA$LOW$ADBE
$853M
70 positions
#13Elefante Mark BPassive
Some overlap · 4 shared positions
$ROK$ABT$AMAT$FISV
$182M
58 positions
#14PUZO MICHAEL JPassive
Some overlap · 4 shared positions
$ROK$ABT$AMAT$FISV
$343M
67 positions
#15Kidder Stephen WPassive
Some overlap · 4 shared positions
$ABT$ROK$AMAT$FISV
$340M
76 positions
#16Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$ROK$AMGN
$938M
146 positions
#17SOMERVILLE KURT FPassive
Some overlap · 4 shared positions
$ROK$ABT$AMAT$FISV
$379M
91 positions
#18Hemenway Trust Co LLCActive
Some overlap · 4 shared positions
$ROK$ABT$AMAT$FISV
$1.2B
135 positions
#19Hopwood Financial Services, Inc.Active
Some overlap · 4 shared positions
$MDY$LOW$AMGN$ABT
$148M
83 positions
#20Bellevue Group AGActive
Some overlap · 4 shared positions
$ABT$AMGN$DXCM$PODD
$4.2B
155 positions
#21Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$AMGN$ABT
$103M
80 positions
#22Dempze Nancy EPassive
Some overlap · 4 shared positions
$ABT$ROK$AMAT$FISV
$182M
92 positions
#23DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$ABT$ADBE
$253M
92 positions
#24WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$ROK$ABT$POOL
$1.9B
188 positions
#25Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ET$BA$ADBE
$216M
112 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.