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Hedge Funds Similar to ALETHEA

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

ALETHEA CAPITAL MANAGEMENT, LLC is an institutional investor managing $241M across 41 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 ALETHEA are Granite Group Advisors, Kinloch, MATRIX ASSET ADVISORS, with shared positions in $ADP, $CCZ, $LMT, $STZ, $PM, $WMB. The full ranking of 25 similar funds is below.

#1Granite Group Advisors, LLCActive
Some overlap · 8 shared positions
$ADP$CCZ$LMT$STZ$PM$WMB
$169M
84 positions
#2Kinloch Capital, LLCPassive
Slight overlap · 7 shared positions
$PM$ADP$ED$ES$HRL$SYY
$274M
79 positions
#3MATRIX ASSET ADVISORS INC/NYActive
Slight overlap · 6 shared positions
$ADP$CCZ$LMT$STZ$PNC$WFC
$1.2B
106 positions
#4VISION FINANCIAL MARKETS LLCPassive
Slight overlap · 5 shared positions
$PM$WMB$ED$LMT$T
$115M
413 positions
#5R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Slight overlap · 6 shared positions
$PM$ADP$WMB$BR$OKE$VTRS
$188M
39 positions
#6Aurdan Capital Management, LLCActive
Slight overlap · 6 shared positions
$PM$ADP$BMY$PNC$SYY$MCHP
$394M
99 positions
#7CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Slight overlap · 7 shared positions
$PM$BMY$CCZ$WY$WFC$ACN
$1.5B
184 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Slight overlap · 6 shared positions
$PM$ES$LMT$T$WFC$OKE
$233M
122 positions
#9NEW ENGLAND ASSET MANAGEMENT INCPassive
Slight overlap · 6 shared positions
$ADP$LMT$T$PNC$SYY$WFC
$863M
131 positions
#10First Eagle Investment Management, LLCActive
Slight overlap · 5 shared positions
$PM$ADP$CCZ$WY$OKE
$59.9B
424 positions
#11GoalVest Advisory LLCActive
Slight overlap · 5 shared positions
$PM$WMB$LMT$T$OKE
$539M
500 positions
#12InvesTrustPassive
Slight overlap · 5 shared positions
$PM$ADP$BMY$WFC$OKE
$260M
95 positions
#13United Community BankPassive
Slight overlap · 5 shared positions
$PM$BMY$T$PNC$OKE
$323M
534 positions
#14Kennebec Savings BankPassive
Slight overlap · 4 shared positions
$PM$ADP$WMB$PNC
$125M
284 positions
#15Pacer Advisors, Inc.Passive
Slight overlap · 5 shared positions
$ADP$BMY$CCZ$T$ACN
$39.3B
2,614 positions
#16HAMEL ASSOCIATES, INC.Passive
Slight overlap · 5 shared positions
$ADP$ED$LMT$PNC$HSY
$363M
92 positions
#17MARINO, STRAM & ASSOCIATES LLCActive
Slight overlap · 4 shared positions
$PM$WMB$ED$LMT
$628M
202 positions
#18OmniStar Financial Group, Inc.Passive
Slight overlap · 4 shared positions
$PM$DRI$BMY$LMT
$217M
118 positions
#19Carolina Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$PM$DRI$BMY$LMT
$255M
278 positions
#20EDGAR LOMAX CO/VAActive
Slight overlap · 5 shared positions
$BMY$CCZ$LMT$T$WFC
$1.3B
58 positions
#21McKinney Capital Management, LLCActive
Slight overlap · 5 shared positions
$BMY$CCZ$ES$T$OKE
$254M
87 positions
#22RNC CAPITAL MANAGEMENT LLCActive
Slight overlap · 6 shared positions
$BMY$CCZ$LMT$T$MCHP$ACN
$2.4B
181 positions
#23MARTINGALE ASSET MANAGEMENT L PPassive
Slight overlap · 4 shared positions
$PM$BMY$ED$T
$4.2B
828 positions
#24BAHL & GAYNOR INCActive
Slight overlap · 4 shared positions
$ADP$WMB$DRI$PNC
$21.7B
341 positions
#25Harvest Investment Advisors, LLCActive
Slight overlap · 5 shared positions
$WMB$BMY$LMT$PNC$HSY
$202M
58 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.