Hedge Funds Similar to Allworth Financial

13F Portfolio OverlapQ2 2026Allworth Financial portfolio →

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Most similar hedge funds by 13F overlap

Allworth Financial LP is an institutional investor managing $23.6B across 5,147 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 Allworth Financial are Iyo Bank, Ltd., Rockline Wealth, Hilltop National Bank, with shared positions in $KLAC, $PWR, $TXN, $NEE, $AXP, $ADP. The full ranking of 25 similar funds is below.

#1Iyo Bank, Ltd.Active

Slight overlap · 4 shared positions

$KLAC $PWR $TXN $NEE

$329M

32 positions

#2Rockline Wealth Management, LLCActive

Slight overlap · 4 shared positions

$KLAC $PWR $TXN $NEE

$522M

107 positions

#3Hilltop National BankPassive

Slight overlap · 4 shared positions

$KLAC $PWR $AXP $TXN

$468M

805 positions

#4AMICA MUTUAL INSURANCE COActive

Slight overlap · 4 shared positions

$KLAC $TXN $AXP $NEE

$1.2B

142 positions

#5Chesapeake Wealth ManagementPassive

Slight overlap · 4 shared positions

$KLAC $TXN $AXP $NEE

$357M

168 positions

#6NAPLES GLOBAL ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$KLAC $TXN $AXP $NEE

$1.6B

466 positions

#7Clarendon Private LLCPassive

Slight overlap · 4 shared positions

$KLAC $TXN $AXP $NEE

$156M

124 positions

#8Petros Family Wealth, LLCPassive

Slight overlap · 4 shared positions

$KLAC $TXN $NEE $AXP

$164M

134 positions

#9Covenant Asset Management, LLCPassive

Slight overlap · 4 shared positions

$KLAC $PWR $AXP $ADP

$595M

164 positions

#10Penobscot Investment Management Company, Inc.Passive

Slight overlap · 4 shared positions

$KLAC $PWR $NEE $ADP

$1.5B

315 positions

#11Elwood & Goetz Wealth Advisory Group, LLCActive

Slight overlap · 4 shared positions

$TXN $AXP $KLAC $NEE

$676M

148 positions

#12Values Added Financial LLCPassive

Slight overlap · 4 shared positions

$KLAC $TXN $PWR $ADP

$277M

147 positions

#13CAMDEN NATIONAL BANKPassive

Slight overlap · 4 shared positions

$PWR $TXN $NEE $ADP

$767M

184 positions

#14Clifford Group, LLCSmart money

Slight overlap · 4 shared positions

$KLAC $AXP $NEE $ADP

$145M

86 positions

#15Alhambra Investment Partners LLCPassive

Slight overlap · 4 shared positions

$KLAC $AXP $NEE $ADP

$229M

182 positions

#16FIRST TRUST ADVISORS LPPassive

Slight overlap · 4 shared positions

$KLAC $PWR $TXN $ADP

$170.0B

2,655 positions

#17Stokes Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$TXN $AXP $NEE $ADP

$467M

118 positions

#18Exchange BankPassive

Slight overlap · 4 shared positions

$TXN $AXP $NEE $ADP

$161M

130 positions

#19Hamilton Point Investment Advisors, LLCPassive

Slight overlap · 4 shared positions

$TXN $AXP $NEE $ADP

$710M

193 positions

#20BankPlus Trust DepartmentActive

Slight overlap · 4 shared positions

$TXN $AXP $NEE $ADP

$428M

470 positions

#21Defiance ETFs, LLCPassive

Slight overlap · 3 shared positions

$KLAC $PWR $TXN

$7.4B

388 positions

#22NZS Capital, LLCActive

Slight overlap · 3 shared positions

$KLAC $PWR $TXN

$3.9B

61 positions

#23ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$KLAC $PWR $TXN

$401M

162 positions

#24Freedom Day Solutions, LLCActive

Slight overlap · 3 shared positions

$KLAC $PWR $TXN

$452M

134 positions

#25Crestwood Advisors Group, LLCPassive

Slight overlap · 3 shared positions

$KLAC $PWR $TXN

$6.7B

880 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.