Hedge Funds Similar to Atria Investments

13F Portfolio OverlapQ2 2026Atria Investments portfolio →

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Most similar hedge funds by 13F overlap

Atria Investments, Inc is an institutional investor managing $10.0B across 2,111 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 Atria Investments are Phraction, Piedmont, Evansbrook, with shared positions in $PM, $ASML, $ADI, $TXN. The full ranking of 25 similar funds is below.

#1Phraction Management LLCActive

Slight overlap · 4 shared positions

$PM $ASML $ADI $TXN

$596M

66 positions

#2Piedmont Capital Management, LLC/NCActive

Slight overlap · 4 shared positions

$PM $ASML $ADI $TXN

$164M

123 positions

#3Evansbrook LLCActive

Slight overlap · 4 shared positions

$PM $ASML $ADI $TXN

$168M

127 positions

#4Night Squared LPPassive

Slight overlap · 4 shared positions

$PM $ASML $ADI $TXN

$930M

69 positions

#5Global X Japan Co., Ltd.Active

Slight overlap · 4 shared positions

$PM $ASML $ADI $TXN

$2.7B

390 positions

#6RMB Capital Management, LLCPassive

Slight overlap · 3 shared positions

$6.5B

900 positions

#7Peterson Wealth ServicesPassive

Slight overlap · 3 shared positions

$459M

245 positions

#8Annex Advisory Services, LLCActive

Slight overlap · 3 shared positions

$5.9B

356 positions

#9LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Slight overlap · 3 shared positions

$10.3B

565 positions

#10Veery Capital, LLCActive

Slight overlap · 3 shared positions

$372M

100 positions

#11Van Diest Capital, LLCPassive

Slight overlap · 3 shared positions

$112M

176 positions

#12ENVESTNET ASSET MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$423.6B

4,822 positions

#13TrueMark Investments, LLCPassive

Slight overlap · 3 shared positions

$798M

187 positions

#14AR ASSET MANAGEMENT INCActive

Slight overlap · 3 shared positions

$546M

122 positions

#15Aegis Wealth Management LLCPassive

Slight overlap · 3 shared positions

$213M

160 positions

#16Icon Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$1.7B

420 positions

#17Roehl & Yi Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$304M

194 positions

#18Haverford Trust CoActive

Slight overlap · 3 shared positions

$11.6B

424 positions

#19FAYEZ SAROFIM & COActive

Slight overlap · 3 shared positions

$42.5B

300 positions

#20Central Pacific Bank - Trust DivisionPassive

Slight overlap · 3 shared positions

$984M

889 positions

#21FIRST FOUNDATION ADVISORSActive

Slight overlap · 3 shared positions

$2.8B

354 positions

#22GLOBALT Investments LLC / GAActive

Slight overlap · 3 shared positions

$3.0B

213 positions

#23Canoe Financial LPActive

Slight overlap · 3 shared positions

$8.1B

110 positions

#24Tillman Hartley LLCActive

Slight overlap · 3 shared positions

$445M

94 positions

#25Heritage Family Offices, LLPPassive

Slight overlap · 3 shared positions

$259M

233 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.