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Hedge Funds Similar to Alliance Wealth Group

13F Portfolio OverlapQ2 2026Alliance Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Alliance Wealth Management Group is an institutional investor managing $514M across 103 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 Group are Towercrest, St. Louis, Prestige Wealth Group, with shared positions in $CL, $COKE, $T, $LIN, $SNDK, $TT. The full ranking of 25 similar funds is below.

#1Towercrest Capital ManagementActive
Notable overlap · 10 shared positions
$CL$COKE$T$LIN$SNDK$TT
$700M
105 positions
#2St. Louis Trust CoActive
Some overlap · 3 shared positions
$CL$DOV$VZ
$875M
125 positions
#3Prestige Wealth Management Group LLCPassive
Some overlap · 4 shared positions
$CL$LIN$NEE$PEG
$551M
1,102 positions
#4ETF Store, Inc.Active
Some overlap · 4 shared positions
$CL$SNDK$NEE$VZ
$122M
109 positions
#5OneAscent Wealth Management LLCActive
Some overlap · 5 shared positions
$COKE$T$TT$WDC$DELL
$336M
169 positions
#6NI ACQUISITIONS COMPANY, LLCActive
Some overlap · 6 shared positions
$SNDK$T$WDC$LIN$COKE$VZ
$234M
112 positions
#7Nicholson Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$CL$LIN$TT$NEE
$170M
111 positions
#8Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$CL$TT$VZ
$239M
85 positions
#9STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 5 shared positions
$SNDK$T$WDC$NEE$DELL
$417M
213 positions
#10Partnership Wealth Management, LLCActive
Some overlap · 4 shared positions
$CL$TT$NEE$T
$140M
67 positions
#11BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 4 shared positions
$CL$LIN$NEE$VZ
$453M
121 positions
#12VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$T$NEE$DELL$C$VZ
$1.1B
141 positions
#13AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 3 shared positions
$CL$NEE$C
$1.6B
120 positions
#14SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 4 shared positions
$CL$LIN$DOV$VZ
$217M
287 positions
#15TrueWealth Advisors, LLCPassive
Some overlap · 5 shared positions
$T$TT$DELL$C$VZ
$445M
240 positions
#16Trium Capital LLPActive
Some overlap · 4 shared positions
$T$LIN$NEE$PEG
$79M
53 positions
#17United Super Pty Ltd in its capacity as Trustee for the ConsActive
Some overlap · 5 shared positions
$LIN$T$DELL$C$VZ
$5.6B
184 positions
#18Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$CL$WDC$DELL$C$VZ
$1.0B
204 positions
#19Welch Group, LLCPassive
Some overlap · 3 shared positions
$CL$NEE$VZ
$2.9B
326 positions
#20Sprinkle Financial Consultants LLCActive
Some overlap · 4 shared positions
$T$SNDK$WDC$VZ
$256M
108 positions
#21ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 5 shared positions
$T$WDC$DOV$DELL$VZ
$914M
1,049 positions
#22Unify Financial AdvisorsPassive
Some overlap · 5 shared positions
$NEE$DOV$TT$DELL$VZ
$108M
90 positions
#23BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CL$LIN$NEE$VZ
$529M
72 positions
#24SCOPUS ASSET MANAGEMENT, L.P.Passive
Some overlap · 3 shared positions
$CL$LIN$DOV
$7.1B
265 positions
#25Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$CL$SNDK$VZ
$263M
373 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.