13F Pro

Hedge Funds Similar to ALTERNA WEALTH

13F Portfolio OverlapQ3 2026ALTERNA WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ALTERNA WEALTH MANAGEMENT, INC is an institutional investor managing $180M across 109 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ALTERNA WEALTH are Broussard Financial Group, Cushing Partners, Upper Left Wealth, with shared positions in $IAU, $SLV, $IBIT, $BTC, $ASML, $WPM. The full ranking of 25 similar funds is below.

#1Broussard Financial Group LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$IBIT
$135M
38 positions
#2Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$IAU$SLV$BTC
$163M
113 positions
#3Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$BTC
$193M
68 positions
#4TME FINANCIAL, INC.Active
Notable overlap · 3 shared positions
$IAU$IBIT$BTC
$163M
70 positions
#5Exit Wealth Advisors, LLC.Passive
Notable overlap · 4 shared positions
$IAU$SLV$BTC$ASML
$220M
150 positions
#6DWM Financial Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$IBIT$SLV
$112M
40 positions
#7Wealth Watch Advisors, INCActive
Notable overlap · 3 shared positions
$IAU$SLV$IBIT
$309M
142 positions
#8Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$ASML
$270M
107 positions
#9New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$WPM
$669M
62 positions
#10Pettinga Financial Advisors LLCActive
Some overlap · 4 shared positions
$SLV$IBIT$IAU$BTC
$606M
158 positions
#11NKCFO LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$330M
92 positions
#12NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$IBIT$MELI
$283M
75 positions
#13Global Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$SLV
$184M
47 positions
#14Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$1.2B
196 positions
#15Alpha Zero LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$ASML
$264M
107 positions
#16Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$IBIT$SLV$IAU$NKE
$166M
570 positions
#17Proficio Capital Partners LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$SLV
$2.8B
691 positions
#18Wealth Quarterback LLCActive
Some overlap · 3 shared positions
$IAU$SLV$ASML
$328M
180 positions
#19ATX Financial Planning, LLCActive
Some overlap · 3 shared positions
$IAU$BTC$IBIT
$156M
79 positions
#20CATHY PARETO & ASSOCIATES, INCActive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$175M
98 positions
#21Impact Investors, IncActive
Some overlap · 3 shared positions
$IAU$ASML$MELI
$137M
88 positions
#22Permanens Capital L.P.Active
Some overlap · 4 shared positions
$IAU$MELI$ASML$STUB
$972M
100 positions
#23Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$ASML
$819M
339 positions
#24Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$IAU$SLV$NKE$WPM
$183M
77 positions
#25Gibson Capital, LLCSmart money
Some overlap · 3 shared positions
$IAU$IBIT$SLV
$589M
92 positions

Compare ALTERNA WEALTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View ALTERNA WEALTH’s holdings

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.