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 Wealth Advisors

13F Portfolio OverlapQ2 2026Alliance Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Alliance Wealth Advisors, LLC /UT is an institutional investor managing $530M across 235 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 NavPoint Financial, Austin Wealth, Integrity Wealth Solutions, with shared positions in $GLDM, $IBIT, $DOV, $MCD, $TXN, $ADP. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$GLDM $IBIT $DOV $MCD

$270M

74 positions

#2Austin Wealth Management, LLCActive

Notable overlap · 5 shared positions

$GLDM $DOV $TXN $ADP $GILD

$473M

126 positions

#3Integrity Wealth Solutions LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $DOV

$271M

129 positions

#4Bangor Savings BankActive

Notable overlap · 4 shared positions

$GLDM $DOV $MCD $VZ

$1.4B

543 positions

#5CERTIOR FINANCIAL GROUP, LLCPassive

Notable overlap · 9 shared positions

$GLDM $TXN $DOV $VZ $SNA $WEC

$183M

146 positions

#6Collaborative Wealth Managment Inc.Active

Notable overlap · 4 shared positions

$GLDM $MCD $IBIT $OKE

$238M

170 positions

#7OakTrust Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $CME

$116M

69 positions

#8TLT Family Holdco ULCSmart money

Notable overlap · 3 shared positions

$GLDM $IBIT $DOV

$704M

9 positions

#9Evernest Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLDM $TXN $MCD

$478M

191 positions

#10Royal Harbor Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $MCD $OKE

$323M

56 positions

#11Accretive Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$GLDM $MCD $RSG $ADP $CME

$412M

181 positions

#12Kraft, Davis & Associates, LLCActive

Notable overlap · 3 shared positions

$GLDM $OKE $DOV

$479M

155 positions

#13BRANDYWINE OAK PRIVATE WEALTH LLCActive

Notable overlap · 3 shared positions

$GLDM $MCD $DOV

$1.3B

245 positions

#14Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $IBIT $ADP

$378M

224 positions

#15American National Bank of TexasActive

Some overlap · 3 shared positions

$GLDM $DOV $MCD

$110M

56 positions

#16Copia Wealth ManagementPassive

Some overlap · 4 shared positions

$GLDM $IBIT $DOV $ETHA

$166M

570 positions

#17Noble Wealth Partners LLCPassive

Some overlap · 3 shared positions

$GLDM $IBIT $DOV

$115M

76 positions

#18BENJAMIN EDWARDS INCPassive

Some overlap · 9 shared positions

$GLDM $TXN $VZ $SNA $WEC $WSO

$11.0B

1,425 positions

#19GOULD ASSET MANAGEMENT LLC /CA/Smart money

Some overlap · 4 shared positions

$GLDM $TXN $OKE $MCD

$635M

176 positions

#20DEARBORN PARTNERS LLCPassive

Some overlap · 9 shared positions

$TXN $VZ $SNA $WEC $WSO $MCD

$1.8B

269 positions

#21Richard P Slaughter Associates IncActive

Some overlap · 3 shared positions

$GLDM $ADP $TXN

$510M

106 positions

#22Lynx Investment AdvisoryPassive

Some overlap · 3 shared positions

$GLDM $DOV $VZ

$305M

230 positions

#23AA Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $DOV $MCD

$832M

230 positions

#24INSPIRION WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$GLDM $TXN $SNA

$874M

189 positions

#25Wealth Management NebraskaSmart money

Some overlap · 3 shared positions

$GLDM $TXN $DOV

$1.1B

106 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.