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Hedge Funds Similar to Aldebaran Financial

13F Portfolio OverlapQ2 2026Aldebaran Financial portfolio →
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Most similar hedge funds by 13F overlap

Aldebaran Financial Inc. is an institutional investor managing $123M across 82 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 Aldebaran Financial are GILPIN WEALTH, LITTLEJOHN FINANCIAL SERVICES, Palmer Knight, with shared positions in $FTNT, $WM, $DIS, $ET, $NOC, $CRM. The full ranking of 25 similar funds is below.

#1GILPIN WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$FTNT$WM$DIS$ET
$145M
1,064 positions
#2LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Notable overlap · 5 shared positions
$FTNT$WM$NOC$CRM$MCD
$138M
71 positions
#3Palmer Knight CoPassive
Some overlap · 3 shared positions
$FTNT$WM$LNG
$260M
36 positions
#4BIRCHBROOK, INC.Active
Some overlap · 5 shared positions
$CRWD$FTNT$WM$DIS$CRM
$213M
305 positions
#5Peak Asset Management, LLCPassive
Some overlap · 4 shared positions
$FTNT$DIS$UNP$CRM
$680M
181 positions
#6JERICHO FINANCIAL, LLPActive
Some overlap · 4 shared positions
$WM$CRWD$CRM$MCD
$193M
41 positions
#7Ravenstone Capital Management Inc.Active
Some overlap · 3 shared positions
$FTNT$CRWD$DIS
$244M
54 positions
#8WATERS PARKERSON & CO., LLCActive
Some overlap · 4 shared positions
$COHR$WM$NSC$DIS
$2.0B
200 positions
#9Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$FTNT$CRWD$MPC
$181M
73 positions
#10MERIDIAN MANAGEMENT COActive
Some overlap · 3 shared positions
$FTNT$CRWD$CRM
$446M
84 positions
#11Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$WM$CRWD$MCD$DUK
$358M
74 positions
#12Harold Davidson & Associates Inc.Active
Some overlap · 6 shared positions
$CRWD$FTNT$NSC$LOW$MCD$NOC
$231M
59 positions
#13First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$WM$LOW$UNP$DIS$MCD
$529M
75 positions
#14Valtrion Capital Management, LLCActive
Some overlap · 5 shared positions
$CRWD$WM$DIS$NOC$MCD
$134M
103 positions
#15LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$WM$CRWD$DIS$DUK
$213M
124 positions
#16InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$FTNT$WM$LOW$MCD$DUK
$202M
110 positions
#17First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 3 shared positions
$FTNT$WM$MCD
$499M
126 positions
#18Decker Wealth Management LLCActive
Some overlap · 4 shared positions
$WM$CRWD$FHN$DUK
$471M
107 positions
#19BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$WM$NSC$LOW$PHM$MCD
$2.5B
270 positions
#20Maytus Capital Management, LLCPassive
Some overlap · 4 shared positions
$FTNT$CRWD$COHR$CRM
$636M
62 positions
#21Vickerman Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$FTNT$LNG$UNP$CRM$DIS
$515M
100 positions
#22Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WM$CRWD$LOW$MCD$DUK
$297M
103 positions
#23DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$WM$FTNT$CRM
$124M
100 positions
#24Wisconsin Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$FTNT$CRWD$CRM
$117M
90 positions
#25Elm Partners Management LLCActive
Some overlap · 3 shared positions
$COHR$CRWD$DUK
$2.8B
161 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.