What hedge funds are most similar to Alpine Bank Wealth Management?

The funds with the most similar 13F portfolios to Alpine Bank Wealth Management are Walsky Investment, Aberdeen Wealth, CoreFirst Bank, based on overlapping conviction holdings in the latest SEC filings.

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 Alpine Bank Wealth

13F Portfolio OverlapQ2 2026Alpine Bank Wealth portfolio →

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Most similar hedge funds by 13F overlap

Alpine Bank Wealth Management is an institutional investor managing $779M across 404 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 Alpine Bank Wealth are Walsky Investment, Aberdeen Wealth, CoreFirst Bank, with shared positions in $CL, $LOW, $TXN, $MCD, $PEP, $ABT. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Some overlap · 7 shared positions

$CL $LOW $TXN $MCD $PEP $ABT

$108M

52 positions

#2Aberdeen Wealth Management LLCActive

Some overlap · 7 shared positions

$CL $LOW $TXN $NSC $PEP $ABT

$208M

427 positions

#3CoreFirst Bank & TrustPassive

Some overlap · 6 shared positions

$CL $LOW $AXP $NSC $MCD $PEP

$201M

279 positions

#4TRUSTCO BANK CORP N YPassive

Some overlap · 8 shared positions

$CL $LOW $AXP $TXN $NSC $MCD

$137M

77 positions

#5GHE, LLCSmart money

Some overlap · 8 shared positions

$LOW $CL $SBUX $AXP $MCD $PEP

$265M

57 positions

#6HARBOUR INVESTMENT MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$CL $SIVR $SBUX $PEP $SGOL $ABT

$194M

108 positions

#7Partnership Wealth Management, LLCActive

Some overlap · 6 shared positions

$CL $NSC $MCD $PEP $ABT $ADP

$148M

67 positions

#8BRADY FAMILY WEALTH, LLCPassive

Some overlap · 8 shared positions

$LOW $SBUX $TXN $MCD $PEP $ABT

$346M

113 positions

#9DILLON & ASSOCIATES INCActive

Some overlap · 8 shared positions

$LOW $SBUX $AXP $NSC $ABT $ADP

$817M

80 positions

#10Smart Portfolios, LLC

Some overlap · 7 shared positions

$CL $SBUX $TXN $MCD $PEP $ABT

$100M

99 positions

#11LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 8 shared positions

$CL $AXP $NSC $MCD $PEP $ABT

$273M

104 positions

#12BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 5 shared positions

$CL $LOW $MCD $PEP $ABT

$453M

121 positions

#13Palisade Asset Management, LLCPassive

Some overlap · 7 shared positions

$CL $TXN $MCD $PEP $ABT $ADP

$1.1B

204 positions

#14Cypress Capital, LLCActive

Some overlap · 5 shared positions

$CL $LOW $SBUX $MCD $SGOL

$370M

113 positions

#15COERENTE CAPITAL MANAGEMENTActive

Some overlap · 5 shared positions

$CL $SBUX $PEP $ABT $ADP

$543M

43 positions

#16Infusive Asset Management Inc.Passive

Some overlap · 4 shared positions

$CL $LOW $AXP $MCD

$220M

30 positions

#17Destination Wealth ManagementPassive

Some overlap · 5 shared positions

$CL $AXP $MCD $ABT $SYK

$4.3B

344 positions

#18William Allan CorpActive

Some overlap · 7 shared positions

$LOW $SBUX $AXP $MCD $PEP $ADP

$204M

62 positions

#19MRWM Advisors, LLCActive

Some overlap · 5 shared positions

$CL $LOW $SBUX $MCD $SGOL

$243M

80 positions

#20CONNING INC.Passive

Some overlap · 5 shared positions

$CL $SBUX $MCD $ABT $ADP

$3.3B

327 positions

#21Center for Financial Planning, Inc.Smart money

Some overlap · 6 shared positions

$CL $AXP $MCD $PEP $ABT $SYK

$1.1B

666 positions

#22Hardworking Capital Advisors, LLCActive

Some overlap · 5 shared positions

$CL $SBUX $MCD $PEP $ADP

$122M

84 positions

#23Welch Group, LLCPassive

Slight overlap · 4 shared positions

$CL $TXN $MCD $PEP

$2.9B

326 positions

#24Piscataqua Savings BankPassive

Slight overlap · 6 shared positions

$CL $AXP $TXN $MCD $PEP $SYK

$148M

412 positions

#25Baker Chad RActive

Slight overlap · 6 shared positions

$CL $LOW $NSC $ABT $ADP $SYK

$620M

51 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.