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Hedge Funds Similar to FOCUSED ALPHA,

13F Portfolio OverlapQ1 2026FOCUSED ALPHA, portfolio →
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Most similar hedge funds by 13F overlap

FOCUSED ALPHA, LLC is an institutional investor managing $324M across 247 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 FOCUSED ALPHA, are Financial Concepts Unlimited,, Frederick Financial Consultants,, Acorn Wealth Advisors,, with shared positions in $FHI, $MS, $HUM, $AGQ, $OKE, $FCFS. The full ranking of 25 similar funds is below.

#1Financial Concepts Unlimited, Inc.Active
Some overlap · 3 shared positions
$FHI$MS$HUM
$112M
44 positions
#2Frederick Financial Consultants, LLCPassive
Some overlap · 3 shared positions
$FHI$HUM$AGQ
$201M
109 positions
#3Acorn Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$OKE$MS$FCFS$HUM$GE
$343M
264 positions
#4Intellus Advisors LLCActive
Some overlap · 3 shared positions
$FHI$HUM$MS
$732M
125 positions
#5CONTINENTAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$FHI$C$GILD
$196M
50 positions
#6Live Oak Investment PartnersPassive
Some overlap · 3 shared positions
$FCFS$OKE$MS
$169M
93 positions
#7Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$MS$KKR$HUM$C$GILD$AMGN
$277M
154 positions
#8IFS Group,LLCPassive
Some overlap · 6 shared positions
$OKE$FHI$CVS$GE$GEV$GLW
$112M
144 positions
#9Oliver Luxxe Assets LLCPassive
Some overlap · 6 shared positions
$MS$C$GILD$CVS$GE$GEV
$668M
200 positions
#10MLP3, LLCPassive
Some overlap · 6 shared positions
$MS$KKR$C$AGQ$GE$GEV
$91M
86 positions
#11Innovative Wealth Building LLCActive
Some overlap · 5 shared positions
$OKE$MS$HUM$KKR$AGQ
$142M
70 positions
#12Destiny Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$MS$KKR$HUM$OKE
$914M
1,148 positions
#13Owen LaRue, LLCPassive
Some overlap · 6 shared positions
$OKE$C$GE$GEV$GLW$AMGN
$261M
128 positions
#14GSG Advisors LLCActive
Some overlap · 4 shared positions
$FCFS$KKR$HUM$MS
$385M
137 positions
#15Financial Perspectives, IncPassive
Some overlap · 5 shared positions
$MS$KKR$HUM$AMGN$GILD
$358M
716 positions
#16Riverbend Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$KKR$C$GEV$AMGN
$175M
152 positions
#17COFG Advisors, LLCPassive
Some overlap · 3 shared positions
$OKE$MS$KKR
$404M
241 positions
#18WealthShield Partners, LLCPassive
Some overlap · 5 shared positions
$MS$HUM$C$AGQ$GEV
$898M
609 positions
#19Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$OKE$FCFS$KKR
$252M
96 positions
#20Adirondack Capital Advisors, LLCSmart money
Some overlap · 5 shared positions
$MS$KKR$HUM$GEV$GE
$156M
44 positions
#21Stonebridge Financial Planning Group, LLCPassive
Some overlap · 3 shared positions
$MS$FCFS$KKR
$272M
171 positions
#22Accel Wealth ManagementPassive
Some overlap · 4 shared positions
$MS$KKR$HUM$AGQ
$383M
290 positions
#23Weaver Consulting GroupPassive
Some overlap · 5 shared positions
$MS$HUM$KKR$GE$GEV
$420M
275 positions
#24CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$OKE$KKR$HUM$AGQ$MS
$648M
134 positions
#25Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$MS$KKR$HUM$AMGN
$958M
176 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.