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Hedge Funds Similar to ALTERNA WEALTH

13F Portfolio OverlapQ2 2026ALTERNA WEALTH portfolio →
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Most similar hedge funds by 13F overlap

ALTERNA WEALTH MANAGEMENT, INC is an institutional investor managing $174M across 109 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 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
$125M
35 positions
#2Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$IAU$SLV$BTC
$145M
99 positions
#3Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$BTC
$180M
73 positions
#4TME FINANCIAL, INC.Active
Notable overlap · 3 shared positions
$IAU$IBIT$BTC
$162M
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
$269M
107 positions
#9New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$WPM
$633M
68 positions
#10Pettinga Financial Advisors LLCActive
Some overlap · 4 shared positions
$SLV$IBIT$IAU$BTC
$624M
156 positions
#11NKCFO LLCActive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$330M
92 positions
#12NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$IBIT$MELI
$270M
74 positions
#13Global Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$SLV
$196M
47 positions
#14Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$1.1B
197 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
$324M
172 positions
#19ATX Financial Planning, LLCActive
Some overlap · 3 shared positions
$IAU$BTC$IBIT
$151M
83 positions
#20CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 3 shared positions
$IAU$SLV$IBIT
$171M
102 positions
#21Impact Investors, IncPassive
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
$187M
75 positions
#25Gibson Capital, LLCSmart money
Some overlap · 3 shared positions
$IAU$IBIT$SLV
$610M
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.