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 Alchemi Wealth,

13F Portfolio OverlapQ1 2026Alchemi Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Alchemi Wealth, LLC is an institutional investor managing $180M across 155 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 Alchemi Wealth, are Financial Security Advisor,, Symphony Financial Services,, Founders Financial Alliance,, with shared positions in $WT, $PM, $REGN, $MO, $JHG, $BAH. The full ranking of 25 similar funds is below.

#1Financial Security Advisor, Inc.Active

Some overlap · 7 shared positions

$WT $PM $REGN $MO $JHG $BAH

$544M

160 positions

#2Symphony Financial Services, Inc.Passive

Some overlap · 6 shared positions

$WT $MAR $SHW $REGN $JHG $MO

$195M

99 positions

#3Founders Financial Alliance, LLCPassive

Some overlap · 5 shared positions

$WT $DUK $PM $MO $BAH

$555M

735 positions

#4Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 6 shared positions

$WT $MAR $REGN $JHG $BAH $FBTC

$381M

163 positions

#5Ausdal Financial Partners, Inc.Passive

Some overlap · 6 shared positions

$WT $SHW $REGN $AMD $BAH $MAR

$2.3B

985 positions

#6GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 6 shared positions

$WT $SHW $REGN $JHG $BAH $HUM

$5.5B

999 positions

#7OneAscent Wealth Management LLCActive

Some overlap · 6 shared positions

$WT $MSTR $SHW $HUM $JHG $AXP

$302M

157 positions

#8Retirement Planning Group, LLCActive

Some overlap · 7 shared positions

$WT $MAR $HUM $REGN $PM $DUK

$3.2B

481 positions

#9First Financial Group CorpActive

Some overlap · 5 shared positions

$WT $DUK $SHW $JHG $HUM

$122M

80 positions

#10Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 5 shared positions

$WT $MAR $SHW $JHG $BAH

$144M

387 positions

#11Osbon Capital Management LLCPassive

Some overlap · 5 shared positions

$WT $FBTC $MAR $SHW $HUM

$123M

493 positions

#12TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive

Some overlap · 4 shared positions

$WT $DUK $MAR $HUM

$277M

187 positions

#13Wingate Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$WT $MAR $HUM $PM $BAH

$187M

121 positions

#14Value Investment Professionals, LLCPassive

Some overlap · 5 shared positions

$WT $PM $REGN $MO $JHG

$89M

81 positions

#15HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$DUK $SHW $EMR $HUM $AXP $JHG

$280M

107 positions

#16Ameritas Advisory Services, LLCPassive

Some overlap · 5 shared positions

$WT $MAR $JHG $HUM $SHW

$2.6B

1,075 positions

#17Per Stirling Capital Management, LLC.Passive

Some overlap · 5 shared positions

$WT $HUM $REGN $JHG $BAH

$905M

310 positions

#18Lauer Wealth, LLCActive

Some overlap · 5 shared positions

$WT $MAR $AMD $MSTR $CIFR

$126M

67 positions

#19Clear Creek Financial Management, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $REGN $JHG $SHW

$1.3B

608 positions

#20AlphaCore Capital LLCPassive

Some overlap · 5 shared positions

$WT $MAR $REGN $JHG $HUM

$4.2B

1,202 positions

#21Atlas Wealth Partners, LLCActive

Some overlap · 7 shared positions

$DUK $FBTC $REGN $MSTR $PM $MO

$97M

65 positions

#22United Advisor Group, LLCPassive

Some overlap · 4 shared positions

$WT $DUK $AMD $BAH

$811M

508 positions

#23COLUMBIA ADVISORY PARTNERS LLCActive

Some overlap · 5 shared positions

$WT $CEF $JHG $HUM $REGN

$157M

92 positions

#24KMG FIDUCIARY PARTNERS, LLCPassive

Some overlap · 7 shared positions

$MAR $AXP $AMD $DUK $JHG $BAH

$1.4B

261 positions

#25Endowment Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$WT $SHW $REGN $JHG $FBTC

$226M

165 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.