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Hedge Funds Similar to Aurora Private Wealth

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

Aurora Private Wealth, Inc. is an institutional investor managing $159M across 168 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 Aurora Private Wealth are Alden Global, MILLER HOWARD INVESTMENTS, Adams Asset Advisors, with shared positions in $ET, $C, $PLTR, $MCD, $VZ, $AXP. The full ranking of 25 similar funds is below.

#1Alden Global Capital LLCActive
Some overlap · 3 shared positions
$ET$C$PLTR
$273M
19 positions
#2MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$ET$MCD$C$VZ
$3.7B
159 positions
#3Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$ET$C$VZ
$984M
94 positions
#4Fogel Capital Management, Inc.Active
Some overlap · 3 shared positions
$ET$AXP$PLTR
$249M
57 positions
#5PSI Advisors, LLCActive
Some overlap · 3 shared positions
$ET$VZ$PLTR
$430M
151 positions
#6Prospect Financial Services LLCPassive
Some overlap · 3 shared positions
$ET$VZ$PLTR
$197M
115 positions
#7Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$ET$VZ$PLTR
$124M
99 positions
#8ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INCActive
Some overlap · 4 shared positions
$NSC$MCD$VZ$PEG
$115M
36 positions
#9Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$ET$B$PLTR
$113M
55 positions
#10Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$NSC$MCD$VZ$AXP
$20.0B
154 positions
#11Henson-Edgewater Management, LLCActive
Some overlap · 4 shared positions
$ET$VZ$PLTR$MCD
$192M
66 positions
#12Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$MCD$C$B$VZ
$186M
123 positions
#13Bayesian Capital Management, LPPassive
Some overlap · 5 shared positions
$C$B$MCD$AXP$PLTR
$156M
223 positions
#14Pinnacle Holdings, LLCPassive
Some overlap · 4 shared positions
$ET$C$MCD$AXP
$324M
237 positions
#15KFA Private Wealth Group, LLCActive
Some overlap · 4 shared positions
$MCD$NSC$C$AXP
$425M
157 positions
#16ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$MCD$C$VZ$AXP
$1.0B
121 positions
#17FARMERS TRUST CO
Some overlap · 4 shared positions
$MCD$C$VZ$PLTR
$637M
203 positions
#18WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$ET$VZ$AXP
$155M
148 positions
#19ALBERT D MASON INCPassive
Some overlap · 3 shared positions
$MCD$NSC$ET
$166M
140 positions
#20Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$MCD$C$VZ$AXP
$87M
113 positions
#21FORTRESS PRIVATE LEDGER, LLCPassive
Some overlap · 5 shared positions
$C$IONQ$MCD$PLTR$ET
$368M
279 positions
#22OAK HARBOR WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$NSC$MCD$VZ
$268M
225 positions
#23SENTINEL TRUST CO LBASmart money
Some overlap · 4 shared positions
$ET$IONQ$MCD$PLTR
$1.1B
136 positions
#24KENNEDY INVESTMENT GROUPPassive
Some overlap · 5 shared positions
$C$VZ$PEG$GDV$AXP
$311M
148 positions
#25Olistico Wealth, LLCPassive
Some overlap · 4 shared positions
$MCD$ET$AXP$PLTR
$239M
354 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.