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Hedge Funds Similar to ALLIUM FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026ALLIUM FINANCIAL ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

ALLIUM FINANCIAL ADVISORS, LLC is an institutional investor managing $153M across 80 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 ALLIUM FINANCIAL ADVISORS are FOSTER & MOTLEY, CONDOR, LSV ASSET, with shared positions in $PHM, $HCA, $AFL, $CMI, $PDI, $LOW. The full ranking of 25 similar funds is below.

#1FOSTER & MOTLEY INCActive
Slight overlap · 4 shared positions
$PHM$HCA$AFL$CMI
$2.2B
405 positions
#2CONDOR CAPITAL MANAGEMENTActive
Slight overlap · 3 shared positions
$PDI$HCA$LOW
$1.3B
173 positions
#3LSV ASSET MANAGEMENTActive
Slight overlap · 4 shared positions
$PHM$EXEL$ALL$C
$55.1B
889 positions
#4PATTON ALBERTSON MILLER GROUP, LLCPassive
Slight overlap · 4 shared positions
$PHM$ALL$CMI$LOW
$1.0B
213 positions
#5Silver Coast Investments LLCActive
Slight overlap · 4 shared positions
$AFL$ALL$CMI$LOW
$336M
121 positions
#6RE ADVISERS CORPActive
Slight overlap · 3 shared positions
$PHM$ALL$C
$4.0B
124 positions
#7Athena Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PHM$ALL$C
$134M
104 positions
#8Allen Mooney & Barnes Investment Advisors LLCPassive
Slight overlap · 4 shared positions
$AFL$C$CMI$LOW
$658M
152 positions
#9DMKC Advisory Services, LLCActive
Slight overlap · 4 shared positions
$ALL$C$CMI$LOW
$530M
92 positions
#10GREATMARK INVESTMENT PARTNERS, INC.Active
Slight overlap · 3 shared positions
$PHM$AFL$LOW
$906M
153 positions
#11Caitlin John, LLCPassive
Slight overlap · 3 shared positions
$HCA$EXEL$CMI
$183M
1,001 positions
#12Invera Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$HCA$ALL$CMI
$186M
132 positions
#13Umpqua BankPassive
Slight overlap · 3 shared positions
$HCA$ALL$CMI
$446M
165 positions
#14CITIZENS FINANCIAL GROUP INC/RIPassive
Slight overlap · 3 shared positions
$HCA$C$CMI
$8.3B
1,047 positions
#15Maj Invest Holding A/SActive
Slight overlap · 3 shared positions
$HCA$AFL$LOW
$2.2B
40 positions
#16SUMMIT WEALTH GROUP LLC / COActive
Slight overlap · 3 shared positions
$HCA$AFL$LOW
$1.2B
396 positions
#17Asio Capital, LLCActive
Slight overlap · 3 shared positions
$HCA$C$LOW
$781M
109 positions
#18Beacon Capital Management, LLCActive
Slight overlap · 3 shared positions
$HCA$CMI$AFL
$683M
175 positions
#19CAPITAL MANAGEMENT CORP /VAActive
Slight overlap · 3 shared positions
$EXEL$C$LOW
$666M
72 positions
#20HANCOCK WHITNEY CORPPassive
Slight overlap · 3 shared positions
$AFL$ALL$CMI
$6.0B
752 positions
#21TKG Advisors, LLCPassive
Slight overlap · 3 shared positions
$AFL$C$CMI
$288M
94 positions
#22Ranch Capital Advisors Inc.Passive
Slight overlap · 3 shared positions
$AFL$C$CMI
$316M
157 positions
#23Knights of Columbus Asset Advisors LLCPassive
Slight overlap · 3 shared positions
$ALL$C$CMI
$2.0B
386 positions
#24BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Slight overlap · 3 shared positions
$ALL$C$CMI
$263M
90 positions
#25LMG Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$AFL$ALL$LOW
$626M
166 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.