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Hedge Funds Similar to FOCUSED ALPHA

13F Portfolio OverlapQ2 2026FOCUSED ALPHA portfolio →
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Most similar hedge funds by 13F overlap

FOCUSED ALPHA, LLC is an institutional investor managing $390M across 264 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 FOCUSED ALPHA are GLOBALT Investments / GA, PAYDEN & RYGEL, Genus, with shared positions in $GLW, $C, $TXN, $AMGN, $GILD, $MS. The full ranking of 25 similar funds is below.

#1GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$GLW$C$TXN$AMGN$GILD$MS
$3.0B
213 positions
#2PAYDEN & RYGELPassive
Some overlap · 5 shared positions
$GLW$TXN$CVS$GILD$MS
$1.3B
131 positions
#3Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$GLW$C$TXN$AMGN
$1.0B
204 positions
#4Vista Private Wealth Partners. LLCActive
Some overlap · 5 shared positions
$TXN$CVS$AMGN$C$GILD
$306M
89 positions
#5Kintegral Advisory, LLCPassive
Some overlap · 5 shared positions
$TXN$C$AMGN$GILD$MS
$1.2B
234 positions
#6Nexus Investment Management ULCActive
Some overlap · 5 shared positions
$C$TXN$GILD$MS$GLW
$767M
72 positions
#7Landmark Wealth Management, LLCActive
Some overlap · 4 shared positions
$GLW$C$TXN$GILD
$418M
151 positions
#8Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$TXN$CVS$AMGN$GILD$MS
$683M
277 positions
#9EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$TXN$CVS$AMGN$GILD$MS
$1.3B
58 positions
#10Beta Wealth Group, Inc.Active
Some overlap · 5 shared positions
$C$CVS$GILD$MS$BX
$267M
114 positions
#11OFI INVEST ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$GLW$C$TXN$MS
$10.0B
365 positions
#12Estabrook Capital ManagementPassive
Some overlap · 4 shared positions
$GLW$C$AMGN$TXN
$739M
344 positions
#13Hobbs Group Advisors, LLCActive
Some overlap · 4 shared positions
$GLW$C$CVS$MS
$380M
164 positions
#14ROMANO BROTHERS AND COMPANYPassive
Some overlap · 4 shared positions
$GLW$C$CVS$AMGN
$994M
331 positions
#15Powell Investment Advisors, LLCActive
Some overlap · 5 shared positions
$C$GILD$MS$BX$GLW
$317M
167 positions
#16Parkside Investments, LLCActive
Some overlap · 4 shared positions
$GLW$C$CVS$BX
$902M
91 positions
#17CITIZENS & NORTHERN CORPActive
Some overlap · 4 shared positions
$GLW$C$CVS$BX
$438M
117 positions
#18Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$GLW$C$CVS$BX
$214M
122 positions
#19Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$GLW$C$AMGN$MS
$288M
141 positions
#20Insight Inv LLCPassive
Some overlap · 4 shared positions
$GLW$C$AMGN$MS
$212M
109 positions
#21EXCALIBUR MANAGEMENT CORPPassive
Some overlap · 5 shared positions
$CVS$C$AMGN$GILD$MS
$303M
175 positions
#22Mystic Asset Management, Inc.Passive
Some overlap · 4 shared positions
$GLW$C$CVS$MS
$468M
225 positions
#23Hosking Partners LLPActive
Some overlap · 4 shared positions
$GLW$C$BIO$MS
$3.0B
98 positions
#24CULBERTSON A N & CO INCActive
Some overlap · 4 shared positions
$GLW$TXN$C$MS
$859M
140 positions
#25Deseret Mutual Benefit AdministratorsPassive
Some overlap · 4 shared positions
$GLW$TXN$AMGN$GILD
$306M
518 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.