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 Altus Wealth Group

13F Portfolio OverlapQ3 2026Altus Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Altus Wealth Group LLC is an institutional investor managing $266M across 147 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 Altus Wealth Group are FIRST FINANCIAL BANKSHARES, TrueMark Investments, Stack Financial, with shared positions in $AEP, $BX, $NOW, $UNP, $LMT, $NVS. The full ranking of 25 similar funds is below.

#1FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 7 shared positions

$AEP $BX $NOW $UNP $LMT $NVS

$5.3B

210 positions

#2TrueMark Investments, LLCPassive

Some overlap · 7 shared positions

$AEP $UNP $TXN $ATO $KMI $PEP

$798M

187 positions

#3Stack Financial Management, IncActive

Some overlap · 6 shared positions

$AEP $UNP $EOG $LMT $PEP $UPS

$1.3B

54 positions

#4HENDLEY & CO INCActive

Some overlap · 4 shared positions

$UNP $AEP $EOG $PEP

$283M

47 positions

#5First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 5 shared positions

$UNP $BX $TXN $LMT $NVS

$529M

75 positions

#6Stolper CoPassive

Some overlap · 4 shared positions

$UNP $AEP $TXN $UPS

$387M

90 positions

#7Eliot Finkel Investment Counsel, LLCActive

Some overlap · 6 shared positions

$AEP $EOG $LMT $GLW $UPS $PEP

$214M

33 positions

#8Deane Retirement Strategies, Inc.Passive

Some overlap · 4 shared positions

$UNP $EOG $NOW $TXN

$244M

53 positions

#9Cambridge Advisors Inc.Active

Some overlap · 5 shared positions

$UNP $EME $GLW $NVS $PEP

$581M

182 positions

#10Advanced Asset Management Advisors IncActive

Some overlap · 5 shared positions

$UNP $AEP $TXN $PEP $UPS

$387M

88 positions

#11Cottage Street Advisors LLCPassive

Some overlap · 6 shared positions

$BX $UNP $TXN $GLW $PEP $EME

$261M

148 positions

#12Werlinich Asset Management, LLCActive

Some overlap · 4 shared positions

$UNP $BX $LMT $GLW

$258M

57 positions

#13NovaPoint Capital, LLCPassive

Some overlap · 5 shared positions

$UNP $EOG $TXN $GLW $PEP

$464M

162 positions

#14JMAC ENTERPRISES LLCActive

Some overlap · 7 shared positions

$UNP $BX $LMT $ATO $KMI $EOG

$593M

122 positions

#15Nexus Investment Management ULCActive

Some overlap · 6 shared positions

$AEP $EOG $TXN $UPS $GLW $UNP

$767M

72 positions

#16Ipsen Advisor Group LLCPassive

Some overlap · 6 shared positions

$UNP $EOG $TXN $LMT $PEP $UPS

$155M

107 positions

#17BCWM, LLCPassive

Some overlap · 5 shared positions

$UNP $LMT $KMI $PEP $UPS

$342M

57 positions

#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$UNP $TXN $LMT $PEP $UPS

$233M

122 positions

#19Partners Group Holding AGActive

Some overlap · 4 shared positions

$UNP $BX $ATO $KMI

$1.5B

52 positions

#20ACIMA PRIVATE WEALTH, LLCActive

Some overlap · 6 shared positions

$UNP $NOW $TXN $LMT $GLW $PEP

$344M

174 positions

#21Harrison Street Private Wealth LLCActive

Some overlap · 3 shared positions

$UNP $AEP $ATO

$73M

21 positions

#22Archon Partners LLCActive

Some overlap · 4 shared positions

$UNP $BX $LMT $NOW

$968M

37 positions

#23Constitution Capital LLCActive

Some overlap · 3 shared positions

$UNP $AEP $PEP

$215M

62 positions

#24HMV Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$UNP $TXN $AEP $LMT $GLW

$257M

89 positions

#25BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$UNP $EOG $TXN $PEP

$529M

72 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.