How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Alhambra Investment Partners

13F Portfolio OverlapQ3 2026Alhambra Investment Partners portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Alhambra Investment Partners LLC is an institutional investor managing $234M across 184 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Alhambra Investment Partners are Blossom Wealth, JMAC ENTERPRISES, Signet Investment Advisory Group, with shared positions in $IAU, $QCOM, $AMGN, $TJX, $NEE, $PEP. The full ranking of 25 similar funds is below.

#1Blossom Wealth ManagementActive

Some overlap · 7 shared positions

$IAU $QCOM $AMGN $TJX $NEE $PEP

$71M

72 positions

#2JMAC ENTERPRISES LLCActive

Some overlap · 7 shared positions

$IAU $AMGN $PNC $QCOM $NEE $MCD

$593M

122 positions

#3Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$IAU $PEP $AMGN $NEE $AXP $MCD

$227M

73 positions

#4Hamilton Point Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$IAU $AMGN $NEE $AXP $TJX $ADP

$710M

193 positions

#5Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$QCOM $PEP $NEE $AXP $TJX $ADP

$455M

118 positions

#6Stablepoint Partners, LLCPassive

Some overlap · 6 shared positions

$IAU $QCOM $AMGN $NEE $PEP $MCD

$723M

260 positions

#7First Long Island Investors, LLCActive

Some overlap · 7 shared positions

$QCOM $AMGN $NEE $PEP $PH $ADP

$1.4B

73 positions

#8CPA Asset Management LLCActive

Some overlap · 7 shared positions

$IAU $PNC $NEE $AMGN $PEP $MCD

$357M

86 positions

#9Ipsen Advisor Group LLCPassive

Some overlap · 5 shared positions

$IAU $PEP $AMGN $NEE $PNC

$155M

107 positions

#10Insight Inv LLCPassive

Some overlap · 6 shared positions

$QCOM $PEP $AMGN $PNC $AXP $TJX

$210M

108 positions

#11Granite Group Advisors, LLCActive

Some overlap · 6 shared positions

$QCOM $PEP $AMGN $NEE $PNC $ADP

$158M

78 positions

#12MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$QCOM $PEP $AMGN $NEE $PNC $ADP

$1.2B

100 positions

#13CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 7 shared positions

$AMGN $NEE $PEP $TJX $KLAC $ADP

$1.2B

203 positions

#14HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 7 shared positions

$PEP $NEE $AXP $TJX $ISRG $ADP

$321M

107 positions

#15Walsky Investment Management, Inc.Passive

Some overlap · 7 shared positions

$PEP $QCOM $AMGN $PNC $ADP $MCD

$108M

52 positions

#16TIAA TRUST, NATIONAL ASSOCIATIONActive

Some overlap · 6 shared positions

$IAU $PEP $TJX $AXP $ADP $AMGN

$1.7B

347 positions

#17CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$IAU $PEP $NEE $TJX $ADP $MCD

$767M

184 positions

#18Bigelow Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$IAU $NEE $AXP $TJX $PEP

$281M

154 positions

#19DELTA CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$QCOM $PEP $AMGN $PNC $SONY $MCD

$206M

105 positions

#20FourThought Financial Partners, LLCPassive

Some overlap · 6 shared positions

$PEP $NEE $AMGN $QCOM $PNC $KLAC

$1.3B

393 positions

#21PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 7 shared positions

$NEE $AXP $AMGN $QCOM $TJX $PNC

$844M

219 positions

#22Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$IAU $NEE $AMGN $AXP $MCD

$1.4B

275 positions

#23COLTON GROOME FINANCIAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$QCOM $AMGN $PNC $PEP $KLAC $TJX

$427M

162 positions

#24Novak & Powell Financial Services, Inc.Passive

Some overlap · 6 shared positions

$IAU $QCOM $AMGN $PNC $MCD $NEE

$212M

171 positions

#25Parcion Private Wealth LLCPassive

Some overlap · 6 shared positions

$IAU $AMGN $KLAC $TJX $GRMN $PNC

$1.8B

529 positions

Compare Alhambra Investment Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Alhambra Investment Partners’s holdings

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.