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Hedge Funds Similar to Alpha Wealth Funds

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

Alpha Wealth Funds, LLC is an institutional investor managing $183M across 63 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 Wealth Funds are Portland Global Advisors, CURA WEALTH ADVISORS, ARBOR WEALTH ADVISORS, with shared positions in $MDY, $ROK, $AMGN, $MELI, $FSK, $ABT. The full ranking of 25 similar funds is below.

#1Portland Global Advisors LLCActive
Notable overlap · 4 shared positions
$MDY$ROK$AMGN$MELI
$1.1B
154 positions
#2CURA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$FSK$ABT$PLTR
$234M
140 positions
#3ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$ABT$LOW
$248M
96 positions
#4Notis-McConarty EdwardActive
Some overlap · 4 shared positions
$ROK$ABT$AMGN$LOW
$231M
67 positions
#5Alden Global Capital LLCActive
Some overlap · 3 shared positions
$ET$NBIS$PLTR
$273M
19 positions
#6SECTOR GAMMA ASActive
Some overlap · 4 shared positions
$ABT$GEHC$AMGN$AVTR
$461M
40 positions
#7Vestal Point Capital, LPActive
Some overlap · 4 shared positions
$ABT$PODD$GEHC$MYGN
$4.3B
68 positions
#8Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$AMGN$ABT
$122M
92 positions
#9Mandatum Life Insurance Co LtdSmart money
Some overlap · 3 shared positions
$ROK$GEHC$PLTR
$540M
90 positions
#10GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ET$AMGN$PLTR$SPGI
$148M
1,422 positions
#11Directional Asset ManagementPassive
Some overlap · 4 shared positions
$ET$ABT$AMGN$OPCH
$124M
90 positions
#12Prospect Financial Services LLCPassive
Some overlap · 5 shared positions
$ET$PLTR$NBIS$MELI$LOW
$197M
115 positions
#13Patient Capital Management, LLCActive
Some overlap · 4 shared positions
$ET$SOFI$ADBE$NCLH
$3.1B
40 positions
#14M. Kraus & CoPassive
Some overlap · 3 shared positions
$ROK$ABT$MDY
$373M
83 positions
#15Broderick Brian CActive
Some overlap · 3 shared positions
$ROK$ABT$ET
$646M
95 positions
#16Bay Rivers GroupPassive
Some overlap · 3 shared positions
$MDY$AMGN$PLTR
$293M
126 positions
#17RIK SAYLOR FINANCIAL, INC.Active
Some overlap · 3 shared positions
$FSK$PLTR$SPCX
$151M
89 positions
#18Intrepid Financial Planning Group LLCPassive
Some overlap · 4 shared positions
$MDY$PLTR$AMGN$LOW
$294M
135 positions
#19LOCUST WOOD CAPITAL ADVISERS, LLCActive
Some overlap · 3 shared positions
$ABT$GEHC$SPGI
$4.1B
33 positions
#20Hopwood Financial Services, Inc.Active
Some overlap · 4 shared positions
$MDY$AMGN$LOW$ABT
$173M
92 positions
#21Baker Chad RActive
Some overlap · 3 shared positions
$ROK$ABT$LOW
$612M
52 positions
#22ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$ABT$AMGN$LOW$ADBE$LULU
$878M
73 positions
#23CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$GEHC$SOFI
$226M
110 positions
#24Tandem Investment Partners LLCActive
Some overlap · 3 shared positions
$MDY$AMGN$LOW
$129M
76 positions
#25B&D White Capital Company, LLCActive
Some overlap · 6 shared positions
$ABT$SPCX$LOW$AMGN$PLTR$LULU
$1.0B
94 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.