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Hedge Funds Similar to Atlas Private Wealth Advisors

13F Portfolio OverlapQ3 2026Atlas Private Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Atlas Private Wealth Advisors is an institutional investor managing $462M across 149 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 Atlas Private Wealth Advisors are Graetz Wealth, Avantax Planning Partners, Convergence Financial, with shared positions in $STT, $PLTR, $TT, $IBIT, $AMGN, $TXN. The full ranking of 25 similar funds is below.

#1Graetz Wealth LLCActive
Notable overlap · 4 shared positions
$STT$PLTR$TT$IBIT
$125M
84 positions
#2Avantax Planning Partners, Inc.Active
Notable overlap · 3 shared positions
$STT$AMGN$TXN
$4.0B
454 positions
#3Convergence Financial, LLCPassive
Notable overlap · 4 shared positions
$STT$PLTR$IBIT$O
$1.3B
272 positions
#4Financial Engines Advisors L.L.C.Active
Notable overlap · 4 shared positions
$STT$PLTR$TT$IBIT
$56.3B
552 positions
#5Friday FinancialActive
Notable overlap · 4 shared positions
$STT$PLTR$IBIT$TXN
$506M
119 positions
#6American National Bank of TexasActive
Notable overlap · 3 shared positions
$STT$TT$AMGN
$109M
52 positions
#7Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$STT$TT$IBIT
$193M
68 positions
#8Econ Financial Services CorpPassive
Notable overlap · 3 shared positions
$STT$AMGN$TT
$239M
85 positions
#9GLOBALT Investments LLC / GAActive
Notable overlap · 3 shared positions
$STT$AMGN$TXN
$2.9B
212 positions
#10Aspect Partners, LLCActive
Some overlap · 3 shared positions
$STT$AMGN$PLTR
$264M
681 positions
#11StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$STT$AMGN$PLTR
$351M
267 positions
#12MATAURO, LLCActive
Some overlap · 3 shared positions
$STT$PLTR$IBIT
$756M
158 positions
#13Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$STT$AMGN$AXP
$169M
339 positions
#14Brady Martz Wealth Solutions, LLCPassive
Some overlap · 3 shared positions
$STT$AMGN$TXN
$662M
228 positions
#15Verity & Verity, LLCActive
Some overlap · 3 shared positions
$STT$AMGN$TXN
$1.5B
139 positions
#16Foguth Wealth Management, LLC.Active
Some overlap · 3 shared positions
$STT$PLTR$TXN
$986M
227 positions
#17Heritage Wealth Management, Inc. /CA/Active
Some overlap · 3 shared positions
$STT$PLTR$TXN
$263M
100 positions
#18CAP Partners, LLCPassive
Some overlap · 4 shared positions
$STT$PLTR$IBIT$O
$218M
169 positions
#19Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$AMGN$TXN
$108M
52 positions
#20New England Capital Financial Advisors LLCSmart money
Some overlap · 3 shared positions
$STT$TT$AXP
$418M
431 positions
#21PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PLTR$STT$AMGN
$3.2B
77 positions
#22OpenArc Corporate Advisory, LLCActive
Some overlap · 3 shared positions
$AMGN$PLTR$TXN
$8.9B
931 positions
#23Martin Capital Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$O$POR$TXN
$279M
73 positions
#24NTV ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PLTR$STT$AMGN
$1.1B
331 positions
#25Bannerstone Capital Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$STT$AXP
$119M
113 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.