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Hedge Funds Similar to Allied Private Wealth

13F Portfolio OverlapQ2 2026Allied Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Allied Private Wealth LLC is an institutional investor managing $156M across 906 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Allied Private Wealth are Parkside Investments, Hedeker Wealth, Ranch Advisors, with shared positions in $BX, $C, $IAU, $NEE, $GLW, $PLTR. The full ranking of 25 similar funds is below.

#1Parkside Investments, LLCActive
Some overlap · 5 shared positions
$BX$C$IAU$NEE$GLW
$902M
91 positions
#2Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$BX$C$PLTR$UBER
$524M
92 positions
#3Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$C$BX$VZ$IRM
$316M
157 positions
#4Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$BX$IAU$NEE$PLTR$UBER
$405M
118 positions
#5Bulltick Wealth Management, LLCPassive
Some overlap · 5 shared positions
$BX$IAU$PLTR$UBER$NVO
$490M
134 positions
#6Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$BX$VZ$NEE$GLW$UBER
$327M
94 positions
#7FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 3 shared positions
$BX$C$NEE
$5.3B
210 positions
#8SWP Investment Management LLCPassive
Some overlap · 3 shared positions
$BX$C$NEE
$145M
43 positions
#9HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$C$NEE$PLTR$GLW$UBER
$1.1B
115 positions
#10Edgemoor Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$C$BX$VZ$NEE
$1.5B
188 positions
#11Kercheville Advisors, LLCPassive
Some overlap · 6 shared positions
$BX$UTG$PLTR$GLW$UBER$MPLX
$328M
108 positions
#12Beta Wealth Group, Inc.Active
Some overlap · 4 shared positions
$C$BX$PLTR$UBER
$267M
114 positions
#13Allen Capital Group, LLCPassive
Some overlap · 4 shared positions
$BX$SGOL$VZ$NVO
$1.2B
319 positions
#14ETF Store, Inc.Passive
Some overlap · 5 shared positions
$SGOL$VZ$IAU$NEE$PLTR
$120M
114 positions
#15BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$C$BX$NEE
$171M
116 positions
#16Lineweaver Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$C$IAU$NEE$GLW$ALPS
$845M
182 positions
#17VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$VZ$NEE$GLW$NVO
$1.1B
146 positions
#18Cottage Street Advisors LLCPassive
Some overlap · 4 shared positions
$BX$VZ$GLW$NEE
$259M
149 positions
#19Gallagher Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$BX$VZ$PLTR$UBER
$175M
71 positions
#20Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$C$VZ$IRM$GLW
$186M
123 positions
#21White Knight Strategic Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$BX$VZ$PLTR$NVO
$143M
89 positions
#22Strategic Wealth Partners, Ltd.Passive
Some overlap · 3 shared positions
$BX$C$NEE
$1.6B
1,462 positions
#23Urban Wealth Management, LLCPassive
Some overlap · 4 shared positions
$C$IAU$VZ$PLTR
$115M
107 positions
#24HOURGLASS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$C$VZ$IRM$UBER
$508M
127 positions
#25Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$C$EG$VZ
$160M
124 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.