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Hedge Funds Similar to ALTFEST L J &

13F Portfolio OverlapQ1 2026ALTFEST L J & portfolio →
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Most similar hedge funds by 13F overlap

ALTFEST L J & CO INC is an institutional investor managing $935M across 326 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 ALTFEST L J & are IAM Advisory,, MFA WEALTH ADVISORS,, S.E.E.D. Planning Group, with shared positions in $SHW, $USB, $AGQ, $GEV, $KO, $VLO. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive
Some overlap · 4 shared positions
$SHW$USB$AGQ$GEV
$446M
95 positions
#2MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$SHW$USB$AGQ$KO
$508M
88 positions
#3S.E.E.D. Planning Group LLCPassive
Some overlap · 4 shared positions
$SHW$USB$VLO$TMO
$344M
89 positions
#4David R. Rahn & Associates Inc.Passive
Some overlap · 3 shared positions
$SHW$USB$GEV
$354M
122 positions
#5Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$SHW$USB$KO
$139M
62 positions
#6Richmond Investment Services, LLCPassive
Some overlap · 3 shared positions
$SHW$USB$AGQ
$619M
255 positions
#7WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$SHW$GEV$AXON$KO
$470M
119 positions
#8Plotkin Financial Advisors, LLCActive
Some overlap · 4 shared positions
$SHW$AGQ$USB$KO
$199M
100 positions
#9RiverFront Investment Group, LLCActive
Some overlap · 4 shared positions
$SHW$USB$KO$PM
$6.5B
384 positions
#10Kraft, Davis & Associates, LLCPassive
Some overlap · 3 shared positions
$SHW$AGQ$GLDM
$469M
151 positions
#11Ergawealth Advisors, Inc.Smart money
Some overlap · 4 shared positions
$SHW$T$KR$TMO
$226M
55 positions
#1211 Capital Partners LPActive
Some overlap · 3 shared positions
$SHW$GEV$AXON
$348M
20 positions
#13Cavalier Investments, LLCSmart money
Some overlap · 3 shared positions
$SHW$USB$T
$3.7B
112 positions
#14WT Wealth ManagementPassive
Some overlap · 3 shared positions
$SHW$USB$GLDM
$336M
138 positions
#15SURIENCE PRIVATE WEALTH LLCPassive
Some overlap · 3 shared positions
$SHW$AGQ$USB
$93M
40 positions
#16WNY Asset Management, LLCPassive
Some overlap · 3 shared positions
$SHW$T$GLDM
$967M
249 positions
#17Wagner Wealth Management, LLCActive
Some overlap · 3 shared positions
$SHW$T$PM
$495M
279 positions
#18Cornerstone Advisors, LLCActive
Some overlap · 3 shared positions
$SHW$GEV$PM
$2.7B
99 positions
#19Rothschild Capital Partners, LLCPassive
Some overlap · 3 shared positions
$SHW$AGQ$TMO
$408M
90 positions
#20Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$SHW$GEV$TMO
$608M
1,182 positions
#21HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 3 shared positions
$SHW$USB$KO
$280M
107 positions
#22Frederick Financial Consultants, LLCPassive
Some overlap · 3 shared positions
$SHW$AGQ$GLDM
$201M
109 positions
#23Saudi Central BankPassive
Some overlap · 3 shared positions
$SHW$T$KO
$4.7B
514 positions
#24Kaizen Financial StrategiesPassive
Some overlap · 3 shared positions
$SHW$GEV$TMO
$236M
174 positions
#25COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$SHW$GEV$TMO
$1.7B
87 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.