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Hedge Funds Similar to Alliance Private Wealth,

13F Portfolio OverlapQ1 2026Alliance Private Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Alliance Private Wealth, LLC is an institutional investor managing $288M across 82 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 Alliance Private Wealth, are Game Creek ,, Glass Wealth, Cetera Company, N.A, with shared positions in $B, $NEM, $BAC, $AMD, $VZ, $PFE. The full ranking of 25 similar funds is below.

#1Game Creek Capital, LPPassive
Some overlap · 7 shared positions
$B$NEM$BAC$AMD$VZ$PFE
$301M
93 positions
#2Glass Wealth Management Co LLCPassive
Some overlap · 6 shared positions
$B$NEM$BAC$PFE$MS$TFC
$258M
67 positions
#3Cetera Trust Company, N.APassive
Some overlap · 7 shared positions
$FDX$NEM$BAC$TMUS$MMM$DIS
$177M
351 positions
#4Brandywine Global Investment Management, LLC
Some overlap · 8 shared positions
$DIS$BAC$FDX$VZ$MS$CVS
$14.9B
601 positions
#5FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 6 shared positions
$B$NEM$VZ$PFE$BMY$AEM
$889M
55 positions
#6apricus wealth, LLCPassive
Some overlap · 5 shared positions
$NEM$B$TM$BAC$PFE
$205M
120 positions
#7Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 7 shared positions
$DIS$NEM$BAC$VZ$PFE$BMY
$2.8B
87 positions
#8Regal Partners LtdActive
Some overlap · 6 shared positions
$NEM$DIS$BAC$B$AEM$TFC
$1.8B
106 positions
#9SEAVIEW INVESTMENT MANAGERS LLCPassive
Some overlap · 5 shared positions
$B$NEM$BAC$AMD$IBM
$277M
73 positions
#10LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 6 shared positions
$B$FDX$VZ$PFE$TFC$CVS
$6.2B
101 positions
#11Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$DE$BAC$VZ$MMM$PFE$BMY
$308M
137 positions
#12AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 7 shared positions
$NEM$BAC$VZ$PFE$MS$CVS
$160M
137 positions
#13PKO Investment Management Joint-Stock CoPassive
Some overlap · 5 shared positions
$B$NEM$AMD$AEM$TMUS
$1.2B
220 positions
#14Parvin Asset Management, LLCPassive
Some overlap · 6 shared positions
$NEM$B$VZ$UPS$BMY$AEM
$139M
310 positions
#15VAN ECK ASSOCIATES CORPPassive
Some overlap · 5 shared positions
$B$NEM$AMD$AEM$BMY
$133M
1,404 positions
#16J.P. Marvel Investment Advisors, LLCActive
Some overlap · 7 shared positions
$DE$MMM$BAC$BMY$MS$IBM
$705M
60 positions
#17Stamos Capital Partners, L.P.Active
Some overlap · 6 shared positions
$TM$DIS$BAC$VZ$PFE$CVS
$640M
142 positions
#18FORA Capital, LLCPassive
Some overlap · 5 shared positions
$B$NEM$DIS$VZ$FDX
$1.4B
413 positions
#19DMKC Advisory Services, LLCPassive
Some overlap · 5 shared positions
$FDX$DE$MMM$BAC$PFE
$240M
84 positions
#20Allied Investment Advisors, LLCActive
Some overlap · 5 shared positions
$FDX$DE$MMM$BAC$PFE
$697M
100 positions
#21Hedges Asset Management LLC
Some overlap · 5 shared positions
$B$NEM$FDX$VZ$IBM
$142M
108 positions
#22Catherine Avery Investment Management LLCPassive
Some overlap · 7 shared positions
$BAC$VZ$UPS$PFE$BMY$TFC
$223M
109 positions
#23OmniStar Financial Group, Inc.Passive
Some overlap · 7 shared positions
$BAC$UPS$MMM$VZ$BMY$MS
$193M
108 positions
#24Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$FDX$DIS$BAC$DE$PFE
$588M
337 positions
#25EXCALIBUR MANAGEMENT CORPPassive
Some overlap · 7 shared positions
$VZ$BAC$FDX$PFE$BMY$CVS
$278M
160 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.