What hedge funds are most similar to Allegiance Financial Group Advisory Services LLC?

The funds with the most similar 13F portfolios to Allegiance Financial Group Advisory Services LLC are Caerus Investment Advisors, Bull Harbor, Essential Partners, based on overlapping conviction holdings in the latest SEC filings.

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 Allegiance Financial Group Advisory Services

13F Portfolio OverlapQ2 2026Allegiance Financial Group Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

Allegiance Financial Group Advisory Services LLC is an institutional investor managing $578M across 205 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 Allegiance Financial Group Advisory Services are Caerus Investment Advisors, Bull Harbor, Essential Partners, with shared positions in $FIX, $WDC, $EIX, $JBHT, $BMY, $CNC. The full ranking of 25 similar funds is below.

#1Caerus Investment Advisors, LLCPassive

Notable overlap · 12 shared positions

$FIX $WDC $EIX $JBHT $BMY $CNC

$300M

339 positions

#2Bull Harbor Capital LLCPassive

Notable overlap · 11 shared positions

$FIX $WDC $BMY $CNC $EIX $PCG

$513M

552 positions

#3Essential Partners LLCPassive

Some overlap · 12 shared positions

$FIX $WDC $JBHT $EIX $BMY $CNC

$217M

2,853 positions

#4LifeGoal Investments, LLCActive

Some overlap · 9 shared positions

$FIX $CNC $WDC $SNDK $FTNT $ABNB

$218M

155 positions

#5FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 9 shared positions

$FIX $CNC $WDC $PCG $BMY $JBHT

$326M

109 positions

#6MASTERS CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$UBER $NOW $ASTS $BMY $GM

$3.9B

80 positions

#7COGENT STRATEGIC WEALTH LLCActive

Some overlap · 7 shared positions

$FIX $BMY $WDC $PLTR $PCG $EIX

$105M

58 positions

#8AQR CAPITAL MANAGEMENT LLCPassive

Some overlap · 12 shared positions

$FIX $WDC $CNC $BMY $ABNB $PCG

$286.8B

3,900 positions

#9POINCIANA ADVISORS GROUP, LLCActive

Some overlap · 7 shared positions

$FIX $CNC $VRT $SNDK $FTNT $ILMN

$135M

113 positions

#10MAINSAIL ASSET MANAGEMENT, LLCActive

Some overlap · 9 shared positions

$PLTR $FIX $BMY $CNC $PCG $WDC

$255M

197 positions

#11ITHAKA GROUP LLCActive

Some overlap · 5 shared positions

$NOW $UBER $PLTR $VRT $HWM

$551M

40 positions

#12Kaufman Rossin Wealth, LLCActive

Some overlap · 7 shared positions

$FIX $WDC $EIX $VRT $JBHT $ILMN

$211M

112 positions

#13JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Some overlap · 9 shared positions

$WDC $FIX $JBHT $CNC $EIX $PCG

$1.3B

417 positions

#14Benchmark Investment Advisors LLCPassive

Some overlap · 6 shared positions

$FIX $UBER $PLTR $NOW $VRT $SNDK

$228M

70 positions

#15Sendero Wealth Management, LLCActive

Some overlap · 6 shared positions

$FCNCA $CNC $ABNB $UBER $COF $HWM

$1.0B

209 positions

#16Westwind CapitalPassive

Some overlap · 7 shared positions

$NOW $PLTR $VRT $WDC $SNDK $ABNB

$422M

77 positions

#17Marex Group plcPassive

Some overlap · 4 shared positions

$ASTS $NOW $VRT $SNDK

$23.6B

1,117 positions

#18Game Creek Capital, LPPassive

Some overlap · 4 shared positions

$UBER $NOW $VRT $GM

$283M

77 positions

#19CMC Financial GroupActive

Some overlap · 6 shared positions

$FIX $WDC $EIX $SNDK $FTNT $JBHT

$52M

45 positions

#20True Wealth Design, LLCActive

Some overlap · 10 shared positions

$FIX $WDC $JBHT $CNC $BMY $EIX

$420M

2,655 positions

#21Clarus Wealth AdvisorsPassive

Some overlap · 4 shared positions

$NOW $ASTS $PLTR $VRT

$260M

86 positions

#22Volterra Technologies LPPassive

Some overlap · 6 shared positions

$UBER $EIX $PLTR $PCG $COF $RBLX

$694M

303 positions

#23PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$FIX $WDC $VRT $SNDK $JBHT $HWM

$462M

86 positions

#24Dorsey Wright & AssociatesPassive

Some overlap · 6 shared positions

$FIX $WDC $EIX $SNDK $GM $HWM

$590M

131 positions

#25Nepsis Inc.Active

Some overlap · 3 shared positions

$UBER $NOW $BMY

$295M

28 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.