What hedge funds are most similar to Atlantic Edge Private Wealth Management, LLC?

The funds with the most similar 13F portfolios to Atlantic Edge Private Wealth Management, LLC are Applied Finance, PATTON ALBERTSON MILLER GROUP, PEDDOCK ADVISORS, based on overlapping conviction holdings in the latest SEC filings.

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 Atlantic Edge Private Wealth

13F Portfolio OverlapQ2 2026Atlantic Edge Private Wealth portfolio →

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Most similar hedge funds by 13F overlap

Atlantic Edge Private Wealth Management, LLC is an institutional investor managing $489M across 619 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 Atlantic Edge Private Wealth are Applied Finance, PATTON ALBERTSON MILLER GROUP, PEDDOCK ADVISORS, with shared positions in $KLAC, $URI, $CMI, $PWR, $TRV, $DRI. The full ranking of 25 similar funds is below.

#1Applied Finance Capital Management, LLCPassive

Substantial overlap · 16 shared positions

$KLAC $URI $CMI $PWR $TRV $DRI

$1.3B

218 positions

#2PATTON ALBERTSON MILLER GROUP, LLCPassive

Notable overlap · 13 shared positions

$KLAC $PWR $URI $CMI $MCK $WAB

$1.0B

213 positions

#3PEDDOCK CAPITAL ADVISORS, LLCActive

Notable overlap · 11 shared positions

$MDY $KLAC $PWR $CMI $MCK $TMO

$501M

165 positions

#4Corsicana & Co.Passive

Notable overlap · 8 shared positions

$MDY $PWR $TRV $CMI $UNP $VLO

$206M

309 positions

#5Cornerstone Investment Partners, LLCActive

Notable overlap · 6 shared positions

$KLAC $TRV $URI $CMI $MCK $TMO

$3.0B

312 positions

#6EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 8 shared positions

$KLAC $URI $CMI $ETN $TMO $VZ

$808M

156 positions

#7Eley Financial Management, IncPassive

Notable overlap · 9 shared positions

$KLAC $URI $CMI $MCK $UNP $MET

$309M

72 positions

#8Cunning Capital Partners, LPActive

Notable overlap · 4 shared positions

$KLAC $PWR $URI $MCK

$248M

55 positions

#9Tandem Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$MDY $KLAC $ETN $STT $TMO

$251M

48 positions

#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$KLAC $STT $ETN $LOW

$1.3B

99 positions

#11Lionsbridge Wealth Management LLCPassive

Notable overlap · 4 shared positions

$MDY $PWR $ETN $CMI

$102M

68 positions

#12COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$KLAC $STT $ETN $LOW

$414M

164 positions

#13BALDWIN WEALTH PARTNERS LLC/MAPassive

Notable overlap · 5 shared positions

$KLAC $URI $PWR $UNP $MCK

$1.5B

234 positions

#14Ascent Wealth Partners, LLCActive

Notable overlap · 6 shared positions

$MDY $CMI $KLAC $PWR $ETN $AMP

$1.0B

200 positions

#15CUMBERLAND ADVISORS INCActive

Notable overlap · 3 shared positions

$MDY $URI $CMI

$284M

49 positions

#16Forvis Mazars Wealth Advisors, LLCActive

Notable overlap · 8 shared positions

$STT $KLAC $PWR $VLO $LOW $CMI

$6.0B

433 positions

#17OFS Enterprise LLCActive

Notable overlap · 7 shared positions

$MDY $ETN $UNP $VZ $LOW $CMI

$392M

106 positions

#18Broadview Financial Management, LLCActive

Notable overlap · 3 shared positions

$MDY $STT $AEP

$164M

43 positions

#19Jones Kertz & Associates, Inc.Active

Notable overlap · 4 shared positions

$KLAC $MDY $ROP $MCK

$217M

66 positions

#20Clear Point Advisors Inc.Passive

Notable overlap · 4 shared positions

$MDY $STT $MCK $VZ

$113M

93 positions

#21Castlefield Investment Partners LLPActive

Notable overlap · 4 shared positions

$KLAC $TMO $LOW $URI

$147M

35 positions

#22GRAND WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$KLAC $ETN $VLO

$240M

49 positions

#23Arvest Bank Trust DivisionPassive

Notable overlap · 4 shared positions

$MDY $TRV $LOW $ETN

$2.1B

240 positions

#24Jackson Wealth Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $ETN $URI $AMP

$170M

86 positions

#25OAK ASSOCIATES LTD /OH/Active

Notable overlap · 4 shared positions

$KLAC $LOW $STT $MCK

$1.8B

139 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.