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 Altrius

13F Portfolio OverlapQ2 2026Altrius portfolio →

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Most similar hedge funds by 13F overlap

Altrius Capital Management Inc is an institutional investor managing $526M across 89 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 Altrius are Keystone Financial Planning, TrueMark Investments, Harvest Investment Advisors, with shared positions in $BTI, $GSK, $PM, $BEN, $MO, $UPS. The full ranking of 25 similar funds is below.

#1Keystone Financial Planning, Inc.Smart money

Notable overlap · 8 shared positions

$BTI $GSK $PM $BEN $MO $UPS

$388M

39 positions

#2TrueMark Investments, LLCPassive

Notable overlap · 8 shared positions

$BTI $PM $UPS $MO $GSK $SNY

$798M

187 positions

#3Harvest Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$STT $NXPI $GNTX $GILD $LMT $LYB

$202M

58 positions

#4Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$NVS $PM $C $MO $UPS $BTI

$10.2B

208 positions

#5SALT Holding Corp.Smart money

Notable overlap · 4 shared positions

$NVS $AZN $BTI $GSK

$189M

25 positions

#6OPAL CAPITAL LLCPassive

Notable overlap · 8 shared positions

$BTI $PM $UPS $MO $GSK $SNY

$560M

136 positions

#7RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$MO $PSX $UPS $APD $DVN $GILD

$2.4B

181 positions

#8Martin Investment Management, LLCActive

Notable overlap · 4 shared positions

$NVS $AZN $TM $NXPI

$300M

47 positions

#9EQUITY INVESTMENT CORPActive

Notable overlap · 5 shared positions

$GSK $TTE $SNY $UPS $DVN

$5.2B

76 positions

#10Parrish Capital LLC

Notable overlap · 7 shared positions

$AZN $TTE $GILD $GSK $PM $LYB

$104M

87 positions

#11WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$NVS $GSK $MO $GILD $LMT

$396M

142 positions

#12Mondrian Investment Partners LTDActive

Notable overlap · 4 shared positions

$BTI $GSK $SNY $BP

$6.5B

111 positions

#13GODSEY & GIBB, INCPassive

Notable overlap · 5 shared positions

$RY $NVS $STT $UPS $PAYX

$1.2B

383 positions

#14GQG Partners LLCActive

Notable overlap · 7 shared positions

$BTI $PM $MO $ABEV $BP $DVN

$53.8B

102 positions

#15Orca Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$AZN $BTI $PM $TTE $LMT

$167M

83 positions

#16FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ABEV $BEN $GILD $SNY $PSX $KHC

$860M

56 positions

#17MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 6 shared positions

$STT $C $GSK $PSX $GILD $PAYX

$3.8B

152 positions

#18Ativo Capital Management LLCPassive

Notable overlap · 3 shared positions

$RY $NVS $BTI

$131M

56 positions

#19Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$PM $MO $UPS $KHC $PAYX $PSX

$112M

63 positions

#20Optimist Retirement Group LLCActive

Notable overlap · 6 shared positions

$GSK $NVS $PM $BTI $MO $LMT

$259M

118 positions

#21Alley Investment Management Company, LLCActive

Notable overlap · 6 shared positions

$PM $SBUX $ABT $PAYX $LMT $PSX

$856M

89 positions

#22HOURGLASS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$C $GSK $UPS $KHC $PM $LYB

$508M

127 positions

#23KEATING INVESTMENT COUNSELORS INCSmart money

Notable overlap · 5 shared positions

$GSK $TTE $UPS $LMT $PM

$364M

59 positions

#24Manske Wealth ManagementPassive

Notable overlap · 8 shared positions

$BTI $C $UPS $STT $LYB $TTE

$403M

226 positions

#25CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Notable overlap · 6 shared positions

$NVS $MO $UPS $LMT $PM $TTE

$191M

102 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.