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 Alpha Omega Wealth

13F Portfolio OverlapQ2 2026Alpha Omega Wealth portfolio →

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Most similar hedge funds by 13F overlap

Alpha Omega Wealth Management LLC is an institutional investor managing $657M across 208 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 Omega Wealth are CANTOR FITZGERALD INVESTMENT ADVISORS, RNC, Keyes, Stange & Wooten Wealth, with shared positions in $CVS, $GLW, $TFC, $PFE, $ACN, $MDLZ. The full ranking of 25 similar funds is below.

#1CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 6 shared positions

$CVS $GLW $TFC $PFE $ACN $MDLZ

$1.5B

184 positions

#2RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$CVS $COF $PSX $ENB $GLW $ACN

$2.4B

181 positions

#3Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 6 shared positions

$MPC $VZ $GLW $O $ETN $JCI

$251M

74 positions

#4Scissortail Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$MPC $VZ $PSX $O $ETN $JCI

$520M

106 positions

#5BCGM Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$CVS $VZ $SPG $GNTX $PFE

$473M

182 positions

#6Clear Trail Advisors, LLCPassive

Notable overlap · 7 shared positions

$MPC $VZ $GIS $ETN $JCI $O

$655M

161 positions

#7SCHWERIN BOYLE CAPITAL MANAGEMENT INCActive

Some overlap · 7 shared positions

$VZ $GNTX $PSX $PFE $ACN $SLB

$816M

49 positions

#81620 INVESTMENT ADVISORS, INC.Passive

Some overlap · 8 shared positions

$GLW $MPC $ETN $JCI $FHI $PFE

$161M

677 positions

#9DCM Advisors, LLCActive

Some overlap · 5 shared positions

$CVS $MPC $PSX $PFE $VZ

$253M

38 positions

#10CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$GLW $VZ $SPG $PFE $MDLZ

$1.6B

85 positions

#11F&V Capital Management, LLCPassive

Some overlap · 5 shared positions

$CVS $VZ $PSX $PYPL $AEP

$542M

63 positions

#121834 INVESTMENT ADVISORS COPassive

Some overlap · 5 shared positions

$CVS $VZ $TFC $PFE $DOC

$883M

211 positions

#13LifePlan Financial, LLCPassive

Some overlap · 5 shared positions

$CVS $VZ $PYPL $MDLZ $SLB

$143M

89 positions

#14Winthrop Partners - WNY, LLCPassive

Some overlap · 5 shared positions

$MPC $GLW $ETN $VZ $JCI

$202M

87 positions

#15Unison Advisors LLCActive

Some overlap · 5 shared positions

$COF $CVS $MPC $PSX $VZ

$1.4B

173 positions

#16Measured Risk Portfolios, Inc.Active

Some overlap · 6 shared positions

$VZ $DOC $GIS $O $AEP $PSX

$112M

63 positions

#17OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 6 shared positions

$TFC $VZ $ENB $ETN $ACN $NSC

$329M

323 positions

#18Old North State Wealth Management, LLCPassive

Some overlap · 6 shared positions

$GLW $ENB $DOC $PFE $PYPL $GIS

$234M

112 positions

#19CAPITAL ADVISORS INC/OKActive

Some overlap · 5 shared positions

$SPG $VZ $GLW $ENB $O

$6.8B

374 positions

#20Wealth Intelligence, LLCActive

Some overlap · 5 shared positions

$MPC $CVS $VZ $ETN $JCI

$215M

59 positions

#21Kennondale Capital Management LLCPassive

Some overlap · 4 shared positions

$MPC $COF $MKL $CVS

$150M

80 positions

#22Comprehensive Financial Consultants Institutional, Inc.Passive

Some overlap · 5 shared positions

$MPC $VZ $O $ETN $JCI

$378M

205 positions

#23Carlson Capital, L.P.Passive

Some overlap · 5 shared positions

$COF $TFC $PSX $MDLZ $NSC

$494M

74 positions

#24First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$COF $PSX $PFE $MDLZ $SLB $ACN

$529M

75 positions

#25SKBA CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$VZ $TFC $PSX $PFE $AEP

$606M

79 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.