13F Pro

Hedge Funds Similar to Atlas Wealth

13F Portfolio OverlapQ2 2026Atlas Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Atlas Wealth LLC is an institutional investor managing $701M across 178 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 Wealth are Bulldog Investors, LLP, Closed-End Fund Advisors, Matisse, with shared positions in $STEW, $CET, $GAM, $MEGI, $SDHY, $DMA. The full ranking of 25 similar funds is below.

#1Bulldog Investors, LLPPassive
Notable overlap · 3 shared positions
$STEW$CET$GAM
$455M
225 positions
#2Closed-End Fund Advisors, Inc.Passive
Notable overlap · 10 shared positions
$MEGI$SDHY$DMA$FINS$HFRO$GUG
$102M
163 positions
#3Matisse CapitalPassive
Notable overlap · 10 shared positions
$STEW$CET$DMA$HFRO$RGT$WIW
$250M
158 positions
#4BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCActive
Notable overlap · 9 shared positions
$CET$GAM$STEW$BTX$MEGI$GGZ
$802M
716 positions
#51607 Capital Partners, LLCActive
Notable overlap · 8 shared positions
$STEW$SDHY$CET$GAM$BMEZ$TWN
$1.1B
141 positions
#6Saba Capital Management, L.P.Passive
Some overlap · 6 shared positions
$GAM$MEGI$HFRO$BTX$BMEZ$TWN
$3.9B
400 positions
#7GatePass Capital, LLCPassive
Some overlap · 5 shared positions
$STEW$GGZ$RF$WIW$ADX
$263M
189 positions
#8Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 7 shared positions
$HFRO$BTX$RFMZ$FINS$SDHY$TWN
$326M
129 positions
#9Almitas Capital LLCActive
Some overlap · 5 shared positions
$MEGI$BMEZ$SDHY$STEW$JFR
$417M
130 positions
#10ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 5 shared positions
$MEGI$BTX$NPFD$WIW$JFR
$177M
81 positions
#11Shaker Financial Services, LLCPassive
Some overlap · 5 shared positions
$STEW$GAM$RGT$TWN$EEA
$319M
148 positions
#12Quantedge Capital Pte LtdActive
Some overlap · 4 shared positions
$STEW$BTX$TWN$BMEZ
$132M
49 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$USB$MET$MS
$1.3B
58 positions
#14SIT INVESTMENT ASSOCIATES INCPassive
Some overlap · 3 shared positions
$FINS$NPFD$BGB
$5.3B
521 positions
#15DKM Wealth Management, Inc.Active
Some overlap · 3 shared positions
$TBLD$BAH$WIW
$153M
74 positions
#16Advisory Advocates, LLCPassive
Slight overlap · 3 shared positions
$STEW$TBLD$ADX
$117M
188 positions
#17Freestone Grove Partners LPPassive
Slight overlap · 3 shared positions
$USB$MET$BAH
$15.6B
990 positions
#18Concorde Asset Management, LLCPassive
Slight overlap · 3 shared positions
$HFRO$WIW$ADX
$173M
152 positions
#19CITY OF LONDON INVESTMENT MANAGEMENT CO LTDActive
Slight overlap · 4 shared positions
$TWN$BMEZ$SDHY$MEGI
$1.7B
80 positions
#20Commonwealth Retirement Investments LLCPassive
Slight overlap · 3 shared positions
$RF$MET$MS
$368M
417 positions
#21GGM Financials LLCActive
Slight overlap · 3 shared positions
$USB$BAH$MS
$264M
265 positions
#22AEGON ASSET MANAGEMENT UK PLCActive
Slight overlap · 3 shared positions
$USB$MET$MS
$9.4B
172 positions
#23Logan Stone Capital, LLCActive
Slight overlap · 3 shared positions
$BGB$BGX$SDHY
$473M
155 positions
#24FCA CORP /TXPassive
Slight overlap · 3 shared positions
$MET$MEGI$ADX
$406M
203 positions
#25Cyndeo Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$MET$MS$JFR
$2.1B
517 positions

Compare Atlas 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 Atlas 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.