13F Pro

Hedge Funds Similar to ATTICUS WEALTH

13F Portfolio OverlapQ2 2026ATTICUS WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ATTICUS WEALTH MANAGEMENT, LLC is an institutional investor managing $420M across 177 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 ATTICUS WEALTH are Fairscale, Hilton Head Partners, WILLNER & HELLER, with shared positions in $PLTR, $NEE, $MS, $ADI, $CMI, $FTNT. The full ranking of 25 similar funds is below.

#1Fairscale Capital, LLCActive
Slight overlap · 5 shared positions
$PLTR$NEE$MS$ADI$CMI
$167M
441 positions
#2Hilton Head Capital Partners, LLCPassive
Slight overlap · 5 shared positions
$PLTR$NEE$FTNT$VRT$TFC
$198M
912 positions
#3WILLNER & HELLER, LLCPassive
Slight overlap · 5 shared positions
$PLTR$MS$FTNT$VRT$ASML
$160M
165 positions
#4Aventura Private Wealth, LLCPassive
Slight overlap · 5 shared positions
$PLTR$MS$NEE$ADI$ASML
$326M
986 positions
#5McGuire Investment Group, LLCActive
Slight overlap · 5 shared positions
$PLTR$MS$ADI$CMI$ASML
$1.1B
137 positions
#6Trilogy Capital Inc.Active
Slight overlap · 5 shared positions
$PLTR$MS$FTNT$CMI$VRT
$2.6B
404 positions
#7Great Diamond Partners, LLCPassive
Slight overlap · 4 shared positions
$TPR$NEE$MS$CMI
$582M
238 positions
#8SevenBridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$PLTR$NEE$MS$CMI
$680M
212 positions
#9FORTEM FINANCIAL GROUP, LLCPassive
Slight overlap · 4 shared positions
$TPR$PLTR$ADI$CMI
$490M
188 positions
#10Westwind CapitalPassive
Slight overlap · 4 shared positions
$PLTR$NEE$MS$VRT
$422M
77 positions
#11Annex Advisory Services, LLCActive
Slight overlap · 5 shared positions
$NEE$MS$ADI$VRT$ASML
$5.9B
356 positions
#12Axecap Investments, LLCPassive
Slight overlap · 4 shared positions
$TPR$MS$FTNT$ADI
$181M
73 positions
#13HARTLINE INVESTMENT CORP/Active
Slight overlap · 4 shared positions
$PLTR$NEE$MS$VRT
$1.1B
115 positions
#14QUANTUM FINANCIAL PARTNERS LLCPassive
Slight overlap · 4 shared positions
$PLTR$NEE$MS$VRT
$196M
153 positions
#15Vann Equity Management LLCPassive
Slight overlap · 4 shared positions
$NEE$PLTR$MS$CMI
$165M
168 positions
#16Brendel Financial Advisors LLCPassive
Slight overlap · 4 shared positions
$PLTR$NEE$CMI$VRT
$216M
101 positions
#17Orion Investment CoActive
Slight overlap · 4 shared positions
$PLTR$NEE$CMI$ASML
$343M
73 positions
#18Global Trust Asset Management, LLCPassive
Slight overlap · 4 shared positions
$PLTR$NEE$VRT$ASML
$320M
463 positions
#19CONNORS INVESTOR SERVICES INCPassive
Slight overlap · 3 shared positions
$TPR$PLTR$MS
$1.2B
153 positions
#20CASTLEARK MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$TPR$MS$ADI$VRT
$3.7B
309 positions
#21Cunning Capital Partners, LPActive
Slight overlap · 3 shared positions
$TPR$PLTR$MS
$248M
55 positions
#22Boston Common Asset Management, LLCPassive
Slight overlap · 5 shared positions
$MS$ADI$CMI$VRT$ASML
$1.7B
186 positions
#23Iowa State BankPassive
Slight overlap · 4 shared positions
$PLTR$MS$ADI$TFC
$598M
118 positions
#24Railway Pension Investments LtdActive
Slight overlap · 4 shared positions
$NEE$TPR$ADI$PEG
$8.0B
102 positions
#25POINCIANA ADVISORS GROUP, LLCActive
Slight overlap · 4 shared positions
$TPR$FTNT$CMI$VRT
$135M
113 positions

Compare ATTICUS 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 ATTICUS 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.