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Hedge Funds Similar to ALTFEST L J

13F Portfolio OverlapQ2 2026ALTFEST L J portfolio →
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Most similar hedge funds by 13F overlap

ALTFEST L J & CO INC is an institutional investor managing $1.0B across 311 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 ALTFEST L J are PARNASSUS INVESTMENTS, Skye Global, Myriad Asset US, with shared positions in $TMO, $DHR, $SPGI, $KLAC, $DE, $VMC. The full ranking of 25 similar funds is below.

#1PARNASSUS INVESTMENTS, LLCActive
Some overlap · 6 shared positions
$TMO$DHR$SPGI$KLAC$DE$VMC
$37.4B
135 positions
#2Skye Global Management LPSmart money
Some overlap · 5 shared positions
$TMO$DHR$SPGI$FER$VMC
$5.1B
30 positions
#3Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$TMO$DHR$CSX$DE$VMC
$72M
52 positions
#4Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$TMO$DHR$CSX$DE$VMC
$424M
49 positions
#5S Harris Financial Group, LLCActive
Some overlap · 5 shared positions
$TMO$DHR$KLAC$BA$DE
$129M
124 positions
#6MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$USAR$BA$CSX
$140M
63 positions
#7Avalon Trust CoActive
Slight overlap · 4 shared positions
$TMO$BE$DHR$KLAC
$1.6B
462 positions
#8Ironvine Capital Partners, LLCActive
Slight overlap · 5 shared positions
$TMO$DHR$SPGI$VMC$DE
$1.1B
57 positions
#9guardian investment managementActive
Slight overlap · 5 shared positions
$DHR$BA$CSX$BX$DE
$155M
60 positions
#10J.P. Marvel Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$TMO$AXON$DHR$DE
$871M
64 positions
#11DUNCKER STREETT & CO INCPassive
Slight overlap · 4 shared positions
$TMO$DHR$SPGI$KLAC
$591M
521 positions
#12HM PAYSON & COActive
Slight overlap · 4 shared positions
$TMO$DHR$SPGI$DE
$7.5B
1,139 positions
#13LOOMIS SAYLES & CO L PActive
Slight overlap · 5 shared positions
$TMO$BA$DE$SPGI$KLAC
$79.8B
707 positions
#14Douglas Lane & Associates, LLCActive
Slight overlap · 4 shared positions
$TMO$DHR$BA$BX
$7.4B
250 positions
#15Strategic Wealth Investment Group, LLCPassive
Slight overlap · 4 shared positions
$TMO$DHR$BA$BX
$825M
104 positions
#16Lipe & DaltonPassive
Slight overlap · 4 shared positions
$TMO$DHR$BA$DE
$215M
94 positions
#17DB Fitzpatrick & Co, IncActive
Slight overlap · 4 shared positions
$TMO$DHR$BA$DE
$124M
100 positions
#18NORTHEAST INVESTMENT MANAGEMENTActive
Slight overlap · 4 shared positions
$TMO$DHR$BX$DE
$2.7B
200 positions
#19KAVAR CAPITAL PARTNERS GROUP, LLCPassive
Slight overlap · 4 shared positions
$TMO$DHR$BX$DE
$812M
204 positions
#20Alamea Verwaltungs GmbHActive
Slight overlap · 4 shared positions
$TMO$DHR$KLAC$CSX
$125M
73 positions
#21Blue Zone Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$TMO$SPGI$BA$BX
$573M
125 positions
#22COMPASS CAPITAL MANAGEMENT, INCActive
Slight overlap · 4 shared positions
$TMO$SPGI$BA$DE
$1.7B
91 positions
#23MERIDIAN MANAGEMENT COActive
Slight overlap · 4 shared positions
$TMO$SPGI$CSX$DE
$446M
84 positions
#24Crestwood Advisors Group, LLCPassive
Slight overlap · 4 shared positions
$TMO$DHR$KLAC$BX
$6.7B
880 positions
#25Banque Transatlantique SAActive
Slight overlap · 4 shared positions
$TMO$DHR$KLAC$DE
$4.7B
494 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.