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Hedge Funds Similar to Attessa

13F Portfolio OverlapQ3 2026Attessa portfolio →
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Most similar hedge funds by 13F overlap

Attessa Capital LLC is an institutional investor managing $233M across 49 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 Attessa are Addis & Hill, Compass Financial Group, Creekside Partners, with shared positions in $DOV, $MPLX, $EPD, $ET, $AGNC, $PDI. The full ranking of 25 similar funds is below.

#1Addis & Hill, IncSmart money
Some overlap · 4 shared positions
$DOV$MPLX$EPD$ET
$181M
29 positions
#2Compass Financial Group, INC/SDSmart money
Some overlap · 4 shared positions
$DOV$MPLX$AGNC$ET
$922M
120 positions
#3Creekside PartnersPassive
Some overlap · 3 shared positions
$DOV$EPD$PDI
$276M
193 positions
#4Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$EPD$ET
$148M
200 positions
#5SCS Capital Management LLCActive
Some overlap · 3 shared positions
$DOV$EPD$ET
$10.6B
485 positions
#6Evanson Asset Management, LLC
Some overlap · 3 shared positions
$DOV$EPD$ET
$1.9B
321 positions
#7Evanson Financial, LLCActive
Some overlap · 3 shared positions
$DOV$EPD$ET
$2.0B
316 positions
#8Inscription Capital, LLCPassive
Some overlap · 3 shared positions
$DOV$EPD$IAU
$1.1B
791 positions
#9Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$EPD$IAU
$212M
171 positions
#10Ackerman Capital Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$ABT$ET$IAU
$497M
120 positions
#11Mallini Complete Financial Planning LLCSmart money
Slight overlap · 4 shared positions
$DOV$EPD$PDI$ET
$143M
72 positions
#12FIDUCIARY ADVISORS, INC.Active
Slight overlap · 4 shared positions
$DOV$IAU$EPD$ABT
$149M
144 positions
#13OKABENA INVESTMENT SERVICES INCPassive
Slight overlap · 3 shared positions
$DOV$ABT$IAU
$560M
145 positions
#14Christensen, King & Associates Investment Services, Inc.Active
Slight overlap · 3 shared positions
$DOV$ABT$IAU
$276M
121 positions
#15Sageworth Trust CoActive
Slight overlap · 3 shared positions
$DOV$ABT$IAU
$2.5B
127 positions
#16MAYPORT, LLCSmart money
Slight overlap · 3 shared positions
$DOV$ABT$IAU
$645M
134 positions
#17BURKETT FINANCIAL SERVICES, LLCActive
Slight overlap · 3 shared positions
$DOV$ABT$IAU
$331M
376 positions
#18HRC WEALTH MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$DOV$EPD$BRSP
$251M
69 positions
#19Blueprint Financial Advisors LLCActive
Slight overlap · 4 shared positions
$MPLX$DOV$IAU$ET
$900M
131 positions
#20REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$DOV$ET$IAU
$769M
225 positions
#21LAVELLE CAPITAL LPActive
Slight overlap · 3 shared positions
$DOV$EPD$ET
$232M
77 positions
#22CURA WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$DOV$ABT$ACRE
$234M
140 positions
#23Blueprint Investment Partners LLCActive
Slight overlap · 4 shared positions
$MPLX$DOV$IAU$ET
$1.2B
159 positions
#24Sage Investment Counsel LLCPassive
Slight overlap · 3 shared positions
$DOV$EPD$ET
$100M
125 positions
#25ELCO Management Co., LLCPassive
Slight overlap · 4 shared positions
$MPLX$EPD$ABT$ET
$213M
171 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.