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Hedge Funds Similar to Liberty Atlantic Advisors

13F Portfolio OverlapQ1 2026Liberty Atlantic Advisors portfolio →
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Most similar hedge funds by 13F overlap

Liberty Atlantic Advisors LLC is an institutional investor managing $117M across 73 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 Liberty Atlantic Advisors are Sage Advisory Services, Ltd., Grant Street Asset ,, Sage Mountain Advisors, with shared positions in $JHG, $NOW, $MUFG, $IAU, $MKL, $LMT. The full ranking of 25 similar funds is below.

#1Sage Advisory Services, Ltd.Co.Active
Notable overlap · 3 shared positions
$JHG$NOW$MUFG
$183M
42 positions
#2Grant Street Asset Management, Inc.Smart money
Notable overlap · 3 shared positions
$JHG$IAU$MKL
$519M
96 positions
#3Sage Mountain Advisors LLCActive
Notable overlap · 3 shared positions
$JHG$MKL$IAU
$1.4B
281 positions
#4NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 4 shared positions
$JHG$NOW$IAU$MUFG
$777M
112 positions
#5IFC & Insurance Marketing, Inc.Active
Notable overlap · 3 shared positions
$JHG$MKL$IAU
$96M
72 positions
#6Magnolia Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$JHG$MKL$IAU
$150M
134 positions
#7Sanchez Wealth Management GroupActive
Notable overlap · 3 shared positions
$JHG$LMT$IAU
$462M
53 positions
#8AllGen Financial Advisors, Inc.
Notable overlap · 3 shared positions
$JHG$MKL$IAU
$422M
40 positions
#9Aureum Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$JHG$NOW$MUFG$IAU
$144M
60 positions
#10MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$JHG$LMT$IAU
$144M
99 positions
#11Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$JHG$IAU$MKL
$478M
42 positions
#12eCIO, Inc.Active
Some overlap · 4 shared positions
$JHG$NOW$MUFG$MKL
$228M
42 positions
#13TruWealth Advisors, LLCActive
Some overlap · 3 shared positions
$JHG$MKL$IAU
$2.1B
182 positions
#14New England Private Wealth Advisors LLCActive
Some overlap · 3 shared positions
$JHG$IAU$MKL
$866M
194 positions
#15Modern Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$IAU$NOW
$5.8B
877 positions
#16Blue Edge Capital, LLCActive
Some overlap · 4 shared positions
$JHG$NOW$MKL$MUFG
$753M
134 positions
#17Beaumont Asset Management, L.L.C.Active
Some overlap · 4 shared positions
$JHG$LMT$NOW$MKL
$222M
76 positions
#18ALBION FINANCIAL GROUP /UTActive
Some overlap · 3 shared positions
$JHG$LMT$MKL
$1.5B
737 positions
#19TPG Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$MUFG$NOW
$307M
76 positions
#20Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$JHG$MKL$IAU
$378M
200 positions
#21Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$JHG$LMT$NOW$IAU
$143M
104 positions
#22HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 3 shared positions
$JHG$LMT$MKL
$280M
107 positions
#23MBA Advisors LLCPassive
Some overlap · 3 shared positions
$JHG$MKL$IAU
$260M
146 positions
#24Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$JHG$MKL$LMT
$252M
96 positions
#25Boomfish Wealth Group, LLCPassive
Some overlap · 3 shared positions
$JHG$LMT$NOW
$187M
87 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.