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Hedge Funds Similar to Alta Advisers Ltd

13F Portfolio OverlapQ2 2026Alta Advisers Ltd portfolio →
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Most similar hedge funds by 13F overlap

Alta Advisers Ltd is an institutional investor managing $441M across 219 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 Alta Advisers Ltd are INVESTMENT COUNSEL OF NEVADA, CONSILIO WEALTH ADVISORS, Cogent Private Wealth, with shared positions in $DOV, $WDC, $STX, $KLAC, $SNDK. The full ranking of 25 similar funds is below.

#1INVESTMENT COUNSEL CO OF NEVADAActive
Notable overlap · 3 shared positions
$DOV$WDC$STX
$54M
167 positions
#2CONSILIO WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$DOV$WDC$KLAC
$417M
110 positions
#3Cogent Private Wealth, Inc.Passive
Notable overlap · 4 shared positions
$DOV$WDC$STX$KLAC
$160M
117 positions
#4CHAPIN DAVIS, INC.Passive
Some overlap · 4 shared positions
$STX$WDC$KLAC$SNDK
$569M
256 positions
#5BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 4 shared positions
$STX$WDC$KLAC$SNDK
$462M
122 positions
#6Central Asset Investments & Management Holdings (HK) LtdActive
Some overlap · 3 shared positions
$STX$WDC$SNDK
$253M
20 positions
#7Williamson Legacy Group, LLCPassive
Some overlap · 3 shared positions
$STX$WDC$SNDK
$201M
75 positions
#8EXCHANGE TRADED CONCEPTS, LLCPassive
Some overlap · 3 shared positions
$STX$WDC$SNDK
$21.9B
1,580 positions
#9APEIRON CAPITAL LtdActive
Some overlap · 3 shared positions
$STX$WDC$SNDK
$156M
14 positions
#10APIS CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STX$WDC$SNDK
$1.0B
60 positions
#11Amanah Holdings TrustSmart money
Some overlap · 3 shared positions
$STX$WDC$SNDK
$1.7B
20 positions
#12Trivest Advisors LtdActive
Some overlap · 3 shared positions
$STX$WDC$SNDK
$3.2B
15 positions
#13VMS Asset Management LimitedPassive
Some overlap · 3 shared positions
$STX$WDC$SNDK
$315M
33 positions
#14WT Asset Management LtdActive
Some overlap · 3 shared positions
$STX$WDC$SNDK
$5.1B
29 positions
#15Stone Wealth PartnersActive
Some overlap · 3 shared positions
$STX$WDC$SNDK
$137M
63 positions
#16Anther Capital LtdSmart money
Some overlap · 3 shared positions
$STX$WDC$SNDK
$3.9B
21 positions
#17Fedenia Advisers LLCPassive
Some overlap · 4 shared positions
$WDC$STX$KLAC$SNDK
$421M
459 positions
#18UNICOM Systems, Inc.Active
Some overlap · 3 shared positions
$WDC$STX$SNDK
$1.5B
39 positions
#19Sivia Capital Partners, LLCPassive
Some overlap · 4 shared positions
$DOV$WDC$STX$SNDK
$822M
540 positions
#20TB Alternative Assets Ltd.Active
Some overlap · 3 shared positions
$WDC$STX$SNDK
$623M
34 positions
#21Franchise GP LtdActive
Some overlap · 3 shared positions
$WDC$STX$SNDK
$215M
39 positions
#22WIN ADVISORS, INCPassive
Some overlap · 3 shared positions
$STX$WDC$SNDK
$281M
75 positions
#23Castle Hook Partners LPSmart money
Some overlap · 3 shared positions
$WDC$STX$SNDK
$21.8B
71 positions
#24Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$WDC$STX$KLAC$SNDK
$147M
69 positions
#25Western Financial Corp/CAActive
Some overlap · 3 shared positions
$STX$WDC$KLAC
$341M
132 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.