Hedge Funds Similar to Advisory Alpha

13F Portfolio OverlapQ2 2026Advisory Alpha portfolio →

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Most similar hedge funds by 13F overlap

Advisory Alpha, LLC is an institutional investor managing $4.1B across 571 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 Advisory Alpha are HORIZON FINANCIAL SERVICES, AMERICAN FINANCIAL & TAX STRATEGIES, LFA - Lugano Financial Advisors SA, with shared positions in $STT, $SNPS, $DUK, $PM, $IAU, $KLAC. The full ranking of 25 similar funds is below.

#1HORIZON FINANCIAL SERVICES, LLCPassive

Notable overlap · 3 shared positions

$STT $SNPS $DUK

$261M

646 positions

#2AMERICAN FINANCIAL & TAX STRATEGIES INCActive

Notable overlap · 3 shared positions

$221M

102 positions

#3LFA - Lugano Financial Advisors SAActive

Notable overlap · 3 shared positions

$SNPS $STT $IAU

$166M

274 positions

#4GLOBALT Investments LLC / GAActive

Notable overlap · 4 shared positions

$STT $KLAC $PM $DUK

$3.0B

213 positions

#5FLOW TRADERS U.S. LLCPassive

Notable overlap · 3 shared positions

$STT $IAU $KLAC

$2.4B

979 positions

#6ERn Financial, LLCActive

Notable overlap · 3 shared positions

$604M

161 positions

#7Midwest Capital Advisors, LLCActive

Some overlap · 4 shared positions

$STT $IAU $KLAC $NEE

$246M

210 positions

#8INVENIO WEALTH PARTNERS LLCActive

Some overlap · 3 shared positions

$279M

89 positions

#9FAS Wealth Partners, Inc.Passive

Some overlap · 3 shared positions

$1.9B

520 positions

#10CATALYST FINANCIAL PARTNERS LLCActive

Some overlap · 3 shared positions

$1.0B

416 positions

#11PGIM Custom Harvest LLCActive

Some overlap · 3 shared positions

$STT $KLAC $NEE

$8.0B

305 positions

#12Warwick Investment Management, Inc.Active

Some overlap · 3 shared positions

$STT $KLAC $NEE

$891M

149 positions

#13Capital Squared Financial LLCActive

Some overlap · 3 shared positions

$153M

87 positions

#14Luminist Capital LLCActive

Some overlap · 3 shared positions

$STT $LMT $BPRE

$89M

418 positions

#15Walkner Condon Financial Advisors LLCPassive

Some overlap · 3 shared positions

$STT $IAU $KLAC

$871M

344 positions

#16Sagace Wealth Management LLCActive

Some overlap · 3 shared positions

$SNPS $IAU $NEE

$159M

71 positions

#17Compass Wealth Management, LLC/GAActive

Some overlap · 3 shared positions

$251M

74 positions

#18KITCHING PARTNERS, LLCActive

Some overlap · 3 shared positions

$116M

40 positions

#19Strategic Financial Services, Inc.Smart money

Some overlap · 3 shared positions

$SNPS $NEE $KLAC

$2.3B

157 positions

#20Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$STT $IAU $KLAC

$1.8B

529 positions

#21Trust CoActive

Some overlap · 3 shared positions

$SNPS $STT $LMT

$1.1B

908 positions

#22Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$SNPS $DUK $LMT

$358M

74 positions

#23Marotta Asset ManagementActive

Some overlap · 3 shared positions

$SNPS $DUK $LMT

$601M

103 positions

#24TOBIAS FINANCIAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$STT $NEE $KLAC

$787M

148 positions

#25CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 4 shared positions

$SNPS $NEE $KLAC $LMT

$1.2B

203 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.