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Hedge Funds Similar to Liberty Atlantic Advisors

13F Portfolio OverlapQ3 2026Liberty Atlantic Advisors portfolio →
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Most similar hedge funds by 13F overlap

Liberty Atlantic Advisors LLC is an institutional investor managing $157M across 87 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 Liberty Atlantic Advisors are Sharkey, Howes & Javer, Asempa Wealth Advisors, ACORN FINANCIAL ADVISORY SERVICES, with shared positions in $MUFG, $IAU, $DELL, $LMT, $RDI, $COMP. The full ranking of 15 similar funds is below.

#1Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$MUFG$IAU$DELL
$830M
159 positions
#2Asempa Wealth AdvisorsActive
Some overlap · 3 shared positions
$IAU$LMT$MUFG
$131M
114 positions
#3ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$IAU$DELL$LMT
$753M
223 positions
#4NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$MUFG$IAU$DELL
$838M
122 positions
#5TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$MUFG
$983M
170 positions
#6Wealth Quarterback LLCActive
Some overlap · 3 shared positions
$IAU$DELL$LMT
$328M
180 positions
#7Contango Wealth Management LLC
Some overlap · 3 shared positions
$MUFG$IAU$RDI
$86M
52 positions
#8LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 3 shared positions
$IAU$MUFG$LMT
$432M
104 positions
#9LifeWealth Investments, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$LMT
$360M
139 positions
#10WealthCare Investment Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$DELL$COMP
$412M
206 positions
#11Capital Investment Management, Inc.Active
Some overlap · 3 shared positions
$DELL$IAU$LMT
$326M
132 positions
#12FIRETHORN WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$DELL$IAU$AGNC
$313M
197 positions
#13Catalyst Investment Management LLCActive
Slight overlap · 3 shared positions
$IAU$LMT$DELL
$113M
74 positions
#14EWA, LLCPassive
Slight overlap · 3 shared positions
$IAU$MUFG$DELL
$548M
332 positions
#15XP Advisory US, Inc.Active
Slight overlap · 3 shared positions
$IAU$LMT$MUFG
$183M
81 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.