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Hedge Funds Similar to Alchemi Wealth

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

Alchemi Wealth, LLC is an institutional investor managing $213M across 168 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 Alchemi Wealth are BENEDICT FINANCIAL ADVISORS, Z3 Partners, Kentucky, with shared positions in $DUK, $EMR, $PM, $QCOM, $MO, $AXP. The full ranking of 25 similar funds is below.

#1BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 7 shared positions
$DUK$EMR$PM$QCOM$MO$AXP
$515M
142 positions
#2Z3 Capital Partners, LLCPassive
Some overlap · 3 shared positions
$BST$PM$QCOM
$476M
192 positions
#3Kentucky Trust CoPassive
Some overlap · 4 shared positions
$DNP$DUK$EMR$GLW
$208M
316 positions
#4Indie Asset Partners, LLCPassive
Some overlap · 4 shared positions
$DNP$DUK$CEF$MO
$104M
86 positions
#5Verus Financial Partners, Inc.Smart money
Some overlap · 6 shared positions
$FBTC$PM$QCOM$MO$DUK$GLW
$1.2B
127 positions
#6STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 5 shared positions
$DUK$EMR$PM$MO$GLW
$670M
265 positions
#7Tufton Capital ManagementPassive
Some overlap · 5 shared positions
$DUK$EMR$PM$QCOM$GLW
$596M
127 positions
#8Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$DUK$PM$QCOM$MO
$112M
63 positions
#9Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$DUK$PM$QCOM$MO
$10.2B
208 positions
#10CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$DUK$EMR$PM$GLW
$1.5B
184 positions
#11REXFORD CAPITAL INCPassive
Some overlap · 5 shared positions
$AXP$MO$QCOM$PM$GLW
$163M
301 positions
#12Smith Partners Wealth Management, LLCActive
Some overlap · 4 shared positions
$DUK$PM$MO$GLW
$126M
73 positions
#13Visionary Wealth AdvisorsPassive
Some overlap · 4 shared positions
$DUK$EMR$QCOM$MO
$2.5B
666 positions
#14LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$DUK$PM$MO$GLW
$2.5B
117 positions
#15Canal Capital Management, LLCPassive
Some overlap · 4 shared positions
$DUK$PM$QCOM$MO
$819M
220 positions
#16Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$EMR$DUK$PM$AXP
$637M
146 positions
#17PeakShares LLCActive
Some overlap · 4 shared positions
$DUK$MO$AXP$GLW
$134.4B
122 positions
#18PROMETHIUM ADVISORS,LLCPassive
Some overlap · 4 shared positions
$FBTC$EMR$MO$AXP
$208M
122 positions
#19BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$DUK$EMR$AXP$GLW
$263M
90 positions
#20Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$QCOM$PM$DNP$DUK$GLW
$212M
171 positions
#21Atlas Wealth Partners, LLCActive
Some overlap · 5 shared positions
$FBTC$DUK$MSTR$PM$MO
$92M
64 positions
#22CHEMUNG CANAL TRUST COActive
Some overlap · 4 shared positions
$DUK$EMR$AXP$GLW
$541M
111 positions
#23ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 4 shared positions
$FBTC$PM$QCOM$AXP
$102M
87 positions
#24Parrish Capital LLCPassive
Some overlap · 4 shared positions
$EMR$PM$QCOM$AXP
$104M
87 positions
#25Owen LaRue, LLCPassive
Some overlap · 3 shared positions
$DNP$AXP$GLW
$288M
141 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.