What hedge funds are most similar to Alliance Private Wealth, LLC?

The funds with the most similar 13F portfolios to Alliance Private Wealth, LLC are P.A.W., VAUGHAN & SECURITIES, Baugh & Associates, 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 Alliance Private Wealth

13F Portfolio OverlapQ3 2026Alliance Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Alliance Private Wealth, LLC is an institutional investor managing $269M across 85 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 Alliance Private Wealth are P.A.W., VAUGHAN & SECURITIES, Baugh & Associates, with shared positions in $MMM, $VZ, $UPS, $MS, $PEP, $BMY. The full ranking of 25 similar funds is below.

#1P.A.W. CAPITAL CORPPassive

Notable overlap · 7 shared positions

$MMM $VZ $UPS $MS $PEP $BMY

$133M

66 positions

#2VAUGHAN & Co SECURITIES, INC.Smart money

Notable overlap · 6 shared positions

$UPS $MMM $VZ $CVS $BMY $PFE

$213M

61 positions

#3Baugh & Associates, LLCActive

Notable overlap · 7 shared positions

$VZ $QCOM $MS $PEP $TFC $ANET

$221M

41 positions

#4Palouse Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$UPS $QCOM $DIS $VZ $PFE $CVS

$160M

124 positions

#5Sage Capital Advisors,llcPassive

Notable overlap · 7 shared positions

$UPS $VZ $PEP $BMY $ADSK $FDX

$498M

145 positions

#6Nan Shan Life Insurance Co., Ltd.Active

Notable overlap · 6 shared positions

$DIS $VZ $QCOM $NEM $BMY $PFE

$3.2B

82 positions

#7InvesTrustPassive

Notable overlap · 7 shared positions

$MMM $PEP $VZ $DIS $BMY $PFE

$247M

91 positions

#8Hillman Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$DIS $VZ $UPS $CVS $BMY $PFE

$138M

54 positions

#9Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 5 shared positions

$NEM $DE $QCOM $ADSK $PFE

$1.1B

34 positions

#10KEATING INVESTMENT COUNSELORS INCSmart money

Notable overlap · 6 shared positions

$B $VZ $UPS $NEM $PEP $BMY

$382M

60 positions

#11Glass Wealth Management Co LLCPassive

Notable overlap · 5 shared positions

$B $NEM $MS $TFC $PFE

$299M

69 positions

#12Freestate Advisors LLCActive

Notable overlap · 4 shared positions

$DE $MMM $VZ $TMUS

$130M

43 positions

#13ALLIANZ SEActive

Notable overlap · 7 shared positions

$B $NEM $PFE $FDX $QCOM $MS

$9.5B

519 positions

#14Center for Wealth Management AdvisoryActive

Notable overlap · 5 shared positions

$UPS $VZ $MS $PEP $HBAN

$161M

62 positions

#15Optimist Retirement Group LLCActive

Notable overlap · 6 shared positions

$QCOM $MMM $VZ $PEP $BMY $PFE

$259M

118 positions

#16FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 5 shared positions

$NEM $VZ $B $BMY $PFE

$939M

56 positions

#17INSIGHT 2811, INC.Active

Notable overlap · 6 shared positions

$B $MS $QCOM $VZ $PEP $NEM

$259M

108 positions

#18WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 4 shared positions

$NEM $MMM $UPS $PEP

$742M

119 positions

#19Stockman Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$UPS $QCOM $PEP $VZ $PFE

$968M

178 positions

#20CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 6 shared positions

$UPS $CVS $TFC $FITB $BMY $PFE

$3.3B

229 positions

#21Trace Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$DE $QCOM $BMY $DIS $PEP $PFE

$153M

69 positions

#22MILESTONE ASSET MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$DE $PEP $DIS $BMY $ANET $VZ

$631M

238 positions

#23Welch Group, LLCPassive

Notable overlap · 6 shared positions

$QCOM $VZ $PEP $TFC $PFE $DE

$2.9B

326 positions

#24Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$MMM $QCOM $VZ $PEP $BMY

$274M

58 positions

#25DMKC Advisory Services, LLCActive

Notable overlap · 5 shared positions

$DE $MMM $PEP $PFE $FDX

$530M

92 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.