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Hedge Funds Similar to Astoria Portfolio Advisors

13F Portfolio OverlapQ2 2026Astoria Portfolio Advisors portfolio →
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Most similar hedge funds by 13F overlap

Astoria Portfolio Advisors LLC. is an institutional investor managing $593M across 358 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 Astoria Portfolio Advisors are Markin Volterra Fund, Davidson, Inspire Investing, with shared positions in $WDC, $KLAC, $VRT, $APH, $FIX, $FTNT. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$WDC$KLAC$VRT$APH$FIX
$147M
69 positions
#2Davidson Capital Management Inc.Active
Some overlap · 6 shared positions
$KLAC$VRT$FTNT$TJX$FIX$NEE
$624M
96 positions
#3Inspire Investing, LLCPassive
Some overlap · 5 shared positions
$WDC$KLAC$VRT$FTNT$APH
$2.4B
1,266 positions
#4Bensler, LLCPassive
Some overlap · 5 shared positions
$WDC$KLAC$VRT$FIX$WPM
$1.1B
198 positions
#5MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 5 shared positions
$WDC$VRT$APH$TJX$FIX
$657M
117 positions
#6Hutchens & Kramer Investment Management Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$SCHW$FTNT$APH$TJX
$373M
160 positions
#7Alta Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$WDC$KLAC$VRT$APH
$369M
170 positions
#8LORD, ABBETT & CO. LLCPassive
Slight overlap · 6 shared positions
$APH$PM$TJX$FIX$LOW$NEE
$34.9B
558 positions
#9RENAISSANCE GROUP LLCPassive
Slight overlap · 5 shared positions
$KLAC$SCHW$APH$TJX$FIX
$2.5B
234 positions
#10Retireful, LLCPassive
Slight overlap · 4 shared positions
$WDC$KLAC$VRT$FIX
$107M
81 positions
#11PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$WDC$KLAC$VRT$FIX
$462M
86 positions
#12PRAKASH INVESTMENT ADVISORS LLCPassive
Slight overlap · 4 shared positions
$WDC$KLAC$VRT$FIX
$174M
92 positions
#13FLC Capital AdvisorsPassive
Slight overlap · 5 shared positions
$KLAC$SCHW$FTNT$PM$NEE
$622M
236 positions
#14WORLDQUANT MILLENNIUM ADVISORS LLCPassive
Slight overlap · 5 shared positions
$KLAC$WDC$FTNT$TJX$LOW
$29.1B
702 positions
#15PUFF WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$WDC$KLAC$FTNT$TJX
$98M
77 positions
#16American TrustActive
Slight overlap · 5 shared positions
$KLAC$SCHW$APH$TJX$NEE
$1.3B
334 positions
#17Krilogy Financial LLCPassive
Slight overlap · 5 shared positions
$WDC$SCHW$APH$FIX$PM
$3.4B
1,071 positions
#18LifeGoal Investments, LLCPassive
Slight overlap · 4 shared positions
$WDC$VRT$FTNT$FIX
$218M
155 positions
#19Lifestyle Asset Management, Inc.Active
Slight overlap · 4 shared positions
$WDC$KLAC$FTNT$FIX
$372M
129 positions
#20CAPE COD FIVE CENTS SAVINGS BANKPassive
Slight overlap · 5 shared positions
$KLAC$FTNT$APH$TJX$NEE
$1.2B
203 positions
#21BRAUN STACEY ASSOCIATES INCActive
Slight overlap · 4 shared positions
$WDC$VRT$APH$TJX
$3.5B
113 positions
#22FIRST MERCHANTS CORPActive
Slight overlap · 5 shared positions
$SCHW$FTNT$APH$TJX$LOW
$2.8B
361 positions
#23ASSETMARK, INCPassive
Slight overlap · 4 shared positions
$WDC$KLAC$PM$SCHW
$58.2B
3,558 positions
#24C M BIDWELL & ASSOCIATES LTDPassive
Slight overlap · 4 shared positions
$WDC$VRT$APH$FIX
$245M
494 positions
#25Kaufman Rossin Wealth, LLCActive
Slight overlap · 4 shared positions
$WDC$VRT$APH$FIX
$211M
112 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.