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Hedge Funds Similar to Alpha Family

13F Portfolio OverlapQ2 2026Alpha Family portfolio →
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Most similar hedge funds by 13F overlap

Alpha Family Trust is an institutional investor managing $249M across 200 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 Alpha Family are NEOS Investment, Invesco Ltd., PROFUND ADVISORS, with shared positions in $KLAC, $SNDK, $PLTR, $WDC, $AMGN, $CRWD. The full ranking of 25 similar funds is below.

#1NEOS Investment Management LLCActive
Some overlap · 11 shared positions
$KLAC$SNDK$PLTR$WDC$AMGN$CRWD
$27.1B
578 positions
#2Invesco Ltd.Passive
Some overlap · 11 shared positions
$KLAC$SNDK$WDC$PLTR$CRWD$ADI
$1.3T
3,819 positions
#3PROFUND ADVISORS LLCPassive
Some overlap · 11 shared positions
$KLAC$SNDK$PLTR$AMGN$WDC$ADI
$3.6B
1,175 positions
#4China Universal Asset Management Co., Ltd.Passive
Some overlap · 7 shared positions
$KLAC$WDC$SNDK$PLTR$AMGN$ADI
$1.7B
513 positions
#5GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 8 shared positions
$KLAC$SNDK$PLTR$WDC$AMGN$CRWD
$8.3B
587 positions
#6Harvest Fund Management Co., LtdActive
Some overlap · 7 shared positions
$KLAC$WDC$PLTR$AMGN$ADI$GILD
$3.0B
455 positions
#7ProShare Advisors LLCActive
Some overlap · 8 shared positions
$KLAC$SNDK$PLTR$WDC$AMGN$ADI
$69.2B
1,913 positions
#8Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$WDC$KLAC$SNDK$PLTR$CRWD
$147M
69 positions
#9GUGGENHEIM CAPITAL LLCPassive
Some overlap · 8 shared positions
$KLAC$SNDK$AMGN$ADI$PLTR$BKNG
$15.9B
1,704 positions
#10PKO Investment Management Joint-Stock CoPassive
Some overlap · 6 shared positions
$KLAC$SNDK$PLTR$WDC$GILD$PEP
$1.4B
228 positions
#11PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$WDC$KLAC$SNDK$CRWD$ADI
$462M
86 positions
#12KEYVANTAGE WEALTH, LLCActive
Some overlap · 6 shared positions
$KLAC$SNDK$WDC$AMGN$ADI$GILD
$264M
96 positions
#13Jeter Robert S IIActive
Some overlap · 6 shared positions
$WDC$SNDK$AMGN$CRWD$ADI$APP
$104M
47 positions
#14Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$KLAC$SNDK$PLTR$CRWD$BKNG$APP
$228M
70 positions
#15Warburton Capital Management, LLCActive
Some overlap · 4 shared positions
$WDC$KLAC$SNDK$PLTR
$246M
75 positions
#16OAK RIDGE INVESTMENTS LLCActive
Some overlap · 6 shared positions
$KLAC$SNDK$PLTR$CRWD$ADI$APP
$1.8B
170 positions
#17Eagle Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$KLAC$PLTR$AMGN$CRWD$ADI$PEP
$131M
100 positions
#18Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$WDC$SNDK$PLTR$CRWD$PEP
$251M
74 positions
#19Cache Advisors, LLCActive
Some overlap · 5 shared positions
$WDC$SNDK$PLTR$CRWD$KLAC
$1.2B
139 positions
#20Fedenia Advisers LLCPassive
Some overlap · 4 shared positions
$WDC$KLAC$SNDK$PLTR
$421M
459 positions
#21Elite Wealth Management, Inc.Active
Some overlap · 5 shared positions
$WDC$KLAC$PLTR$GILD$CRWD
$337M
47 positions
#22Sound Capital Solutions LLCPassive
Some overlap · 4 shared positions
$WDC$KLAC$SNDK$ADI
$427M
309 positions
#23Optimize Financial IncPassive
Some overlap · 4 shared positions
$WDC$KLAC$SNDK$ADI
$557M
588 positions
#24Polar Capital Holdings PlcActive
Some overlap · 4 shared positions
$WDC$KLAC$SNDK$CRWD
$42.4B
245 positions
#25CHAPIN DAVIS, INC.Passive
Some overlap · 4 shared positions
$WDC$KLAC$SNDK$PEP
$569M
256 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.