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 FAMILY WEALTH

13F Portfolio OverlapQ2 2026ATLANTIC FAMILY WEALTH portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ATLANTIC FAMILY WEALTH, LLC is an institutional investor managing $156M across 64 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 FAMILY WEALTH are Raleigh, Code Waechter, ZIONS BANCORPORATION, NATIONAL ASSOCIATION, with shared positions in $USB, $VZ, $ENB, $PNC, $PFE, $PLD. The full ranking of 25 similar funds is below.

#1Raleigh Capital Management Inc.Passive

Substantial overlap · 21 shared positions

$USB $VZ $ENB $PNC $PFE $PLD

$313M

610 positions

#2Code Waechter LLCPassive

Substantial overlap · 15 shared positions

$BTI $ENB $TTE $USB $PNC $NGG

$193M

127 positions

#3ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active

Substantial overlap · 20 shared positions

$USB $ENB $VZ $FE $SNY $PAYX

$1.7B

1,629 positions

#4First Bank & TrustPassive

Notable overlap · 16 shared positions

$PFE $USB $TTE $PNC $ENB $BTI

$680M

270 positions

#5Lloyd Advisory Services, LLC.Passive

Notable overlap · 20 shared positions

$VZ $DUK $USB $ENB $FE $PFE

$258M

628 positions

#6EQUITY INVESTMENT CORPActive

Notable overlap · 7 shared positions

$PNC $USB $SNY $TTE $VZ $MDT

$5.2B

76 positions

#7TrueMark Investments, LLCPassive

Notable overlap · 8 shared positions

$BTI $ENB $VZ $PEP $CME $PM

$798M

187 positions

#8Keystone Financial Planning, Inc.Smart money

Notable overlap · 8 shared positions

$USB $BTI $PFE $VZ $CME $PM

$388M

39 positions

#9Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$PNC $USB $VZ $PEP $CME $DUK

$159M

62 positions

#10Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$ENB $PFE $VZ $PLD $PEP $WEC

$1.5B

138 positions

#11Martin Capital Partners, LLCPassive

Notable overlap · 7 shared positions

$PAYX $TTE $PFE $VZ $PEP $CME

$272M

72 positions

#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$VZ $PEP $WEC $PLD $CME $DUK

$233M

122 positions

#13CORDA Investment Management, LLC.Active

Notable overlap · 7 shared positions

$USB $PFE $VZ $PEP $CME $MDT

$1.6B

85 positions

#14OPAL CAPITAL LLCPassive

Notable overlap · 8 shared positions

$BTI $VZ $ENB $CME $PM $PEP

$560M

136 positions

#15FEDERATED HERMES, INC.Passive

Notable overlap · 14 shared positions

$USB $VZ $PAYX $PNC $PLD $PM

$69.6B

2,038 positions

#16GQG Partners LLCActive

Notable overlap · 6 shared positions

$ENB $BTI $VZ $TRP $DUK $PM

$53.8B

102 positions

#17MASTER'S WEALTH MANAGEMENT INC.Smart money

Notable overlap · 6 shared positions

$PNC $PAYX $PLD $WEC $VZ $CME

$332M

91 positions

#18Slagle Financial, LLCPassive

Notable overlap · 7 shared positions

$USB $PEP $AMT $DUK $PLD $PM

$334M

127 positions

#19Alley Investment Management Company, LLCActive

Notable overlap · 7 shared positions

$PAYX $PLD $CME $DUK $PM $WEC

$856M

89 positions

#20Kentucky Trust CoPassive

Notable overlap · 6 shared positions

$USB $PNC $ENB $DUK $TFC $PFE

$208M

316 positions

#21ADVISORS MANAGEMENT GROUP INC /ADVActive

Notable overlap · 6 shared positions

$FE $ENB $TTE $DUK $VZ $MDT

$604M

159 positions

#22GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$PNC $PEP $PAYX $DUK $MDT $TFC

$1.2B

383 positions

#23MILLER HOWARD INVESTMENTS INC /NYActive

Notable overlap · 6 shared positions

$ENB $USB $TRP $VZ $PAYX $MDT

$3.8B

152 positions

#24Willis Investment CounselActive

Notable overlap · 6 shared positions

$PAYX $PFE $PEP $MDT $SNY $VZ

$2.1B

125 positions

#25Cincinnati Specialty Underwriters Insurance COActive

Notable overlap · 7 shared positions

$ENB $WEC $PLD $PM $AMT $USB

$449M

45 positions

Compare ATLANTIC FAMILY WEALTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View ATLANTIC FAMILY WEALTH’s holdings

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.