13F Pro

Hedge Funds Similar to Alliance Wealth Advisors

13F Portfolio OverlapQ2 2026Alliance Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Alliance Wealth Advisors, LLC is an institutional investor managing $308M across 172 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 Alliance Wealth Advisors are Philadelphia Investment Partners, FORTRESS PRIVATE LEDGER, NORTHLAND SECURITIES, with shared positions in $PLTR, $OKLO, $PM, $LAZ, $GLW, $DIS. The full ranking of 25 similar funds is below.

#1Philadelphia Investment Partners, LLCPassive
Notable overlap · 3 shared positions
$PLTR$OKLO$PM
$161M
189 positions
#2FORTRESS PRIVATE LEDGER, LLCPassive
Notable overlap · 3 shared positions
$PLTR$PM$OKLO
$368M
279 positions
#3NORTHLAND SECURITIES, INC.Active
Notable overlap · 4 shared positions
$LAZ$GLW$PLTR$DIS
$172M
117 positions
#4Private Wealth Management Group, LLCPassive
Notable overlap · 3 shared positions
$PLTR$GLW$BA
$431M
1,455 positions
#5Navigation Group, LLCActive
Notable overlap · 3 shared positions
$LAZ$STT$PLTR
$514M
121 positions
#6ALLEN OPERATIONS LLCSmart money
Notable overlap · 3 shared positions
$PLTR$TDG$PSKY
$722M
33 positions
#7PROSPERITY BANCSHARES INCPassive
Notable overlap · 3 shared positions
$LAZ$PM$BA
$153M
450 positions
#8DENVER WEALTH MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$LAZ$STT$WFC
$349M
109 positions
#9JSF Financial, LLCActive
Notable overlap · 4 shared positions
$LAZ$DIS$STT$GLW
$632M
142 positions
#10AlphaStar Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$OKLO$STT
$1.6B
280 positions
#11BAKER TILLY WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$LAZ$BA$DIS
$471M
285 positions
#12Networth Advisors, LLCActive
Some overlap · 4 shared positions
$PLTR$DIS$BNY$BA
$172M
383 positions
#13Keystone Financial GroupPassive
Some overlap · 5 shared positions
$PLTR$BA$DIS$WFC$PM
$1.7B
567 positions
#14RPg Family Wealth Advisory, LLCPassive
Some overlap · 5 shared positions
$PLTR$MP$PYPL$STT$BNY
$612M
141 positions
#15Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$MP$PLTR$BA$GLW
$508M
137 positions
#16Wedbush Fund Advisers, LLCActive
Some overlap · 3 shared positions
$PLTR$OKLO$CRM
$1.1B
103 positions
#17Financial Connections Group, Inc.
Some overlap · 4 shared positions
$PLTR$DIS$BA$WFC
$288M
251 positions
#18AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$PLTR$BA$GLW
$231M
93 positions
#19Sicart Associates LLCActive
Some overlap · 4 shared positions
$MP$DIS$GLW$WFC
$408M
74 positions
#20Legal Advantage Investments, Inc.Active
Some overlap · 4 shared positions
$PLTR$TDG$DIS$BA
$285M
77 positions
#21Three Magnolias Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$PM$WFC
$179M
112 positions
#22SLT Holdings LLCPassive
Some overlap · 5 shared positions
$PYPL$PM$PLTR$OKLO$MP
$160M
150 positions
#23ADAPT Investment Managers SAActive
Some overlap · 4 shared positions
$PLTR$PYPL$CRM$WFC
$12.6B
133 positions
#24BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 3 shared positions
$PLTR$BA$WFC
$256M
119 positions
#25GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$PLTR$BA$GLW
$277M
508 positions

Compare Alliance Wealth Advisors’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 Alliance Wealth Advisors’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.