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 ATLAS ADVISORS

13F Portfolio OverlapQ2 2026ATLAS ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

ATLAS CAPITAL ADVISORS LLC is an institutional investor managing $914M across 1,049 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 ATLAS ADVISORS are Alternative Investment Advisors, Genus, MorganRosel Wealth, with shared positions in $PLMR, $DE, $T, $WDC, $VZ, $KLAC. The full ranking of 25 similar funds is below.

#1Alternative Investment Advisors, LLC.Active

Some overlap · 3 shared positions

$PLMR $DE $T

$263M

78 positions

#2Genus Capital Management Inc.Passive

Some overlap · 9 shared positions

$WDC $VZ $KLAC $STX $DELL $TXN

$1.0B

204 positions

#3MorganRosel Wealth Management, LLCActive

Some overlap · 7 shared positions

$WDC $MCK $DOV $KLAC $PWR $JBL

$296M

104 positions

#4Markin Volterra Fund LPActive

Some overlap · 8 shared positions

$WDC $KLAC $PWR $STX $JBL $DELL

$147M

69 positions

#5UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive

Some overlap · 6 shared positions

$DOV $WDC $VZ $STX $HCA $TXN

$863M

423 positions

#6PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 8 shared positions

$WDC $KLAC $STX $JBL $CVS $DELL

$462M

86 positions

#7Argyle Capital Management, LLCPassive

Some overlap · 7 shared positions

$MCK $DE $VZ $T $CVS $DELL

$347M

138 positions

#8Retireful, LLCPassive

Some overlap · 8 shared positions

$WDC $KLAC $STX $JBL $DELL $TXN

$107M

81 positions

#9Achmea Investment Management B.V.Active

Some overlap · 7 shared positions

$MCK $VZ $T $STX $HCA $DELL

$4.0B

115 positions

#10Cunning Capital Partners, LPActive

Some overlap · 7 shared positions

$MCK $KLAC $PWR $JBL $HCA $DELL

$248M

55 positions

#11J. Team Financial, Inc.Passive

Some overlap · 7 shared positions

$DE $MCK $T $DELL $TXN $PWR

$103M

102 positions

#12Aull & Monroe Investment Management CorpPassive

Some overlap · 7 shared positions

$DE $VZ $T $STX $AMGN $ETN

$239M

126 positions

#13McKinley Carter Wealth Services, Inc.Active

Some overlap · 5 shared positions

$DOV $MCK $PWR $DELL $TXN

$1.9B

322 positions

#14Palouse Capital Management, Inc.Passive

Some overlap · 6 shared positions

$REGN $VZ $T $CVS $DELL $TXN

$160M

124 positions

#15MEYER HANDELMAN COPassive

Some overlap · 7 shared positions

$MCK $VZ $DELL $TXN $AMGN $ETN

$3.5B

274 positions

#16Clearwave Capital, LLCPassive

Some overlap · 7 shared positions

$DE $VZ $STX $KLAC $TXN $AMGN

$181M

166 positions

#17Center For Asset Management LLCPassive

Some overlap · 6 shared positions

$WDC $VZ $KLAC $T $AMGN $GLW

$225M

151 positions

#18KICKSTAND VENTURES, LLC.Active

Some overlap · 7 shared positions

$WDC $KLAC $T $STX $DELL $PLMR

$550M

154 positions

#19Hilltop National BankPassive

Some overlap · 7 shared positions

$KLAC $PWR $STX $DE $DELL $TXN

$468M

805 positions

#20Alight Capital Management LPPassive

Some overlap · 6 shared positions

$WDC $DE $KLAC $STX $TXN $FLEX

$712M

83 positions

#21Bellwether Advisors, LLCPassive

Some overlap · 7 shared positions

$WDC $PWR $STX $DELL $FLEX $CAH

$675M

167 positions

#22LEUTHOLD GROUP, LLCPassive

Some overlap · 7 shared positions

$MCK $JBL $HCA $DELL $AMGN $FLEX

$995M

237 positions

#23C M BIDWELL & ASSOCIATES LTDPassive

Some overlap · 5 shared positions

$DOV $WDC $DELL $CAH $GLW

$245M

494 positions

#24River Street Advisors LLCPassive

Some overlap · 5 shared positions

$DOV $KLAC $PWR $ETN $GLW

$340M

177 positions

#25ROMANO BROTHERS AND COMPANYPassive

Some overlap · 7 shared positions

$WDC $STX $CVS $DELL $AMGN $ETN

$994M

331 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.