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 ALLIUM FINANCIAL ADVISORS,

13F Portfolio OverlapQ1 2026ALLIUM FINANCIAL ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

ALLIUM FINANCIAL ADVISORS, LLC is an institutional investor managing $125M across 79 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 ALLIUM FINANCIAL ADVISORS, are Mission Hills Financial Advisory,, Beta Wealth Group,, QUARRY HILL ADVISORS,, with shared positions in $PDI, $SNOW, $MS, $BAC, $AMD, $BRZE. The full ranking of 25 similar funds is below.

#1Mission Hills Financial Advisory, LLCActive

Some overlap · 3 shared positions

$PDI $SNOW $MS

$195M

54 positions

#2Beta Wealth Group, Inc.Passive

Some overlap · 5 shared positions

$PDI $SNOW $MS $BAC $AMD

$242M

112 positions

#3QUARRY HILL ADVISORS, LLCSmart money

Some overlap · 3 shared positions

$PDI $BRZE $NKE

$243M

51 positions

#4OFI INVEST ASSET MANAGEMENTActive

Some overlap · 6 shared positions

$LRCX $AMAT $MS $MU $BAC $AMD

$7.6B

347 positions

#5Axecap Investments, LLCPassive

Some overlap · 6 shared positions

$LRCX $AMAT $MS $MU $AMD $GE

$145M

69 positions

#6Vista Cima Wealth Management LLCPassive

Some overlap · 6 shared positions

$SNOW $LRCX $MS $MU $AMD $GE

$101M

48 positions

#7Prudent Man Advisors, LLCPassive

Some overlap · 6 shared positions

$LRCX $AMAT $MS $MU $BAC $BRZE

$334M

134 positions

#8Consilium Wealth Advisory, LLCActive

Some overlap · 6 shared positions

$SNOW $AMAT $LRCX $MU $AMD $GE

$293M

102 positions

#9National Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$LRCX $SNOW $AMAT $MU $MAR $GE

$269M

215 positions

#10NAPLES GLOBAL ADVISORS, LLCPassive

Some overlap · 6 shared positions

$LRCX $AMAT $MU $SNOW $AMD $MAR

$1.4B

441 positions

#11ATALANTA SOSNOFF CAPITAL, LLCActive

Some overlap · 6 shared positions

$LRCX $AMAT $MS $MU $BAC $GE

$4.7B

104 positions

#12Badgley Phelps Wealth Managers, LLCPassive

Some overlap · 5 shared positions

$SNOW $LRCX $MS $AMAT $BAC

$5.0B

328 positions

#13LifeWealth Investments, LLCPassive

Some overlap · 4 shared positions

$PDI $BRZE $MAR $GE

$335M

141 positions

#14Cogent Private Wealth, Inc.Passive

Some overlap · 8 shared positions

$SNOW $LRCX $MU $MS $BAC $NKE

$139M

98 positions

#15Precision Wealth Strategies, LLCPassive

Some overlap · 5 shared positions

$LRCX $SNOW $MU $MAR $GE

$301M

156 positions

#16KKM Financial LLCPassive

Some overlap · 5 shared positions

$LRCX $AMAT $MU $HCA $AMD

$563M

168 positions

#17Value Aligned Research Advisors, LLCActive

Some overlap · 5 shared positions

$LRCX $AMAT $MU $SNOW $AMD

$20.7B

107 positions

#18Ballast Rock Private Wealth LLCPassive

Some overlap · 4 shared positions

$LRCX $SNOW $AMAT $BRZE

$181M

177 positions

#19Momentum Wealth Planning, LLCActive

Some overlap · 4 shared positions

$LRCX $SNOW $MU $BAC

$113M

36 positions

#20Galaxy Digital Capital Management GP LLCActive

Some overlap · 4 shared positions

$LRCX $AMAT $MS $MU

$95M

54 positions

#21Scott & Selber, Inc.Active

Some overlap · 5 shared positions

$LRCX $AMAT $MU $BAC $BRZE

$387M

91 positions

#22Raiffeisen Bank International AGActive

Some overlap · 5 shared positions

$LRCX $AMAT $MU $BAC $AMD

$7.0B

824 positions

#23Sculptor Capital LPPassive

Some overlap · 4 shared positions

$SNOW $LRCX $AMAT $BAC

$9.6B

363 positions

#24FIRST MERCHANTS CORPActive

Some overlap · 4 shared positions

$LRCX $SNOW $MS $MAR

$2.6B

359 positions

#25PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 5 shared positions

$LRCX $AMAT $MU $BAC $GE

$7.7B

190 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.