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Hedge Funds Similar to Artesa Financial Group,

13F Portfolio OverlapQ1 2026Artesa Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Artesa Financial Group, LLC is an institutional investor managing $105M across 55 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 Artesa Financial Group, are Spectrum Investment Advisors,, IronBridge Private Wealth,, TRUE Private Wealth Advisors, with shared positions in $ALPS, $DHR, $WEC, $T, $UNIT, $SLV. The full ranking of 25 similar funds is below.

#1Spectrum Investment Advisors, Inc.Active
Notable overlap · 5 shared positions
$ALPS$DHR$WEC$T$UNIT
$201M
46 positions
#2IronBridge Private Wealth, LLCActive
Some overlap · 5 shared positions
$ALPS$SLV$PLTR$AMD$ET
$310M
45 positions
#3TRUE Private Wealth AdvisorsPassive
Some overlap · 4 shared positions
$DHR$ALPS$VZ$MU
$1.0B
266 positions
#4RS CRUM INC.Active
Some overlap · 7 shared positions
$ALPS$EPD$MU$VZ$OKE$UNIT
$517M
102 positions
#5Left Brain Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ALPS$NVG$PLTR$MU
$255M
79 positions
#6Perissos Private Wealth Management, LLCPassive
Some overlap · 6 shared positions
$DHR$ALPS$SLV$EPD$MU$OKE
$115M
71 positions
#7Mills Wealth Advisors LLCActive
Some overlap · 4 shared positions
$ALPS$SLV$SHEL$T
$286M
80 positions
#8Prasad Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$ALPS$PLTR$SLV$MU
$367M
146 positions
#9FWL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ALPS$PLTR$MU$ETR
$456M
346 positions
#10Stonehearth Capital Management, LLCActive
Some overlap · 4 shared positions
$ALPS$VZ$SLV$PFE
$252M
96 positions
#11Haven Private, LLCPassive
Some overlap · 3 shared positions
$ALPS$PLTR$VZ
$230M
166 positions
#12Tenzing Financial LLCActive
Some overlap · 3 shared positions
$ALPS$DDOG$MU
$133M
70 positions
#13Granby Capital Management, LLCActive
Some overlap · 3 shared positions
$ALPS$AMD$UNIT
$174M
14 positions
#14TT Capital Management LLCActive
Some overlap · 6 shared positions
$ALPS$EPD$ET$VZ$PFE$OKE
$121M
73 positions
#15ADAPT WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$ALPS$MU$SO
$276M
106 positions
#16THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.Passive
Some overlap · 3 shared positions
$ALPS$SLV$WEC
$242M
1,322 positions
#17American Alpha Advisors, LLCActive
Some overlap · 4 shared positions
$ALPS$AMD$PFE$T
$188M
96 positions
#18REGATTA CAPITAL GROUP, LLCPassive
Some overlap · 5 shared positions
$DHR$SHEL$AMD$VZ$T
$661M
215 positions
#19Williams & Novak, LLCPassive
Some overlap · 3 shared positions
$DHR$SLV$MU
$134M
143 positions
#20Summit Financial Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$ALPS$PFE$OKE$T
$705M
193 positions
#21Gainplan LLCActive
Some overlap · 4 shared positions
$DHR$SLV$PLTR$AMD
$133M
59 positions
#22Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$ALPS$VZ$PFE
$180M
359 positions
#23SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$DHR$EPD$ET$OKE
$125M
39 positions
#24Oxbow Advisors, LLCActive
Some overlap · 4 shared positions
$ALPS$SLV$EPD$ET
$1.2B
245 positions
#25Wills Financial Group LLCPassive
Some overlap · 5 shared positions
$DHR$ALPS$VZ$PFE$SO
$265M
75 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.