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Hedge Funds Similar to Aletheian Wealth Advisors

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

Aletheian Wealth Advisors LLC is an institutional investor managing $234M across 109 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 Aletheian Wealth Advisors are International Investors, International, International Sarl, with shared positions in $KLAC, $ASML, $PM, $APH. The full ranking of 25 similar funds is below.

#1Capital International InvestorsActive
Slight overlap · 4 shared positions
$KLAC$ASML$PM$APH
$483.6B
446 positions
#2Capital International, Inc./CA/Active
Slight overlap · 4 shared positions
$KLAC$ASML$PM$APH
$14.3B
302 positions
#3Capital International SarlActive
Slight overlap · 4 shared positions
$KLAC$ASML$PM$APH
$7.1B
287 positions
#4GENESIS PRIVATE WEALTH, LLCPassive
Slight overlap · 4 shared positions
$KLAC$ASML$PM$APH
$356M
192 positions
#5Crew Capital Management, Ltd.Passive
Slight overlap · 4 shared positions
$KLAC$ASML$PM$APH
$183M
112 positions
#6FACTORY MUTUAL INSURANCE COActive
Slight overlap · 4 shared positions
$KLAC$ASML$PM$APH
$10.6B
205 positions
#7HOWE & RUSLING INCPassive
Slight overlap · 4 shared positions
$KLAC$ASML$PM$APH
$1.7B
479 positions
#8MONETARY MANAGEMENT GROUP INCPassive
Slight overlap · 4 shared positions
$KLAC$ASML$PM$APH
$487M
335 positions
#9CARY STREET PARTNERS INVESTMENT ADVISORY LLCPassive
Slight overlap · 4 shared positions
$KLAC$ASML$PM$APH
$494M
758 positions
#10Callan Family Office, LLCPassive
Slight overlap · 4 shared positions
$ASML$KLAC$APH$PM
$5.1B
1,226 positions
#11ENVESTNET ASSET MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$ASML$PM$APH$KLAC
$423.6B
4,822 positions
#12Global X Japan Co., Ltd.Active
Slight overlap · 3 shared positions
$KLAC$ASML$PM
$2.7B
390 positions
#13J. M. Brown & Associates Inc.Passive
Slight overlap · 3 shared positions
$KLAC$ASML$PM
$175M
167 positions
#14Capital Investment Management, Inc.Active
Slight overlap · 3 shared positions
$KLAC$ASML$PM
$326M
132 positions
#15Procyon Advisors, LLCPassive
Slight overlap · 3 shared positions
$KLAC$ASML$PM
$2.3B
588 positions
#16Alaethes Wealth, LLCPassive
Slight overlap · 3 shared positions
$KLAC$ASML$PM
$345M
111 positions
#17AA Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$KLAC$ASML$PM
$832M
230 positions
#18Nolet Wealth Management, LLCActive
Slight overlap · 3 shared positions
$KLAC$ASML$PM
$181M
112 positions
#19Capital World InvestorsActive
Slight overlap · 3 shared positions
$KLAC$ASML$PM
$846.4B
637 positions
#20Blue Chip Partners, LLCActive
Slight overlap · 3 shared positions
$KLAC$ASML$PM
$1.6B
184 positions
#21Van Diest Capital, LLCPassive
Slight overlap · 3 shared positions
$KLAC$ASML$PM
$112M
176 positions
#22OAK ASSOCIATES LTD /OH/Active
Slight overlap · 3 shared positions
$KLAC$ASML$APH
$1.8B
139 positions
#23Winslow Capital Management, LLCActive
Slight overlap · 3 shared positions
$KLAC$ASML$APH
$29.1B
66 positions
#24Avanda Investment Management Pte. Ltd.Active
Slight overlap · 3 shared positions
$KLAC$ASML$APH
$299M
39 positions
#25Progressive Investment Management CorpActive
Slight overlap · 3 shared positions
$KLAC$ASML$APH
$454M
56 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.