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Hedge Funds Similar to McAlister, Sweet & Associates

13F Portfolio OverlapQ2 2026McAlister, Sweet & Associates portfolio →
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Most similar hedge funds by 13F overlap

McAlister, Sweet & Associates, Inc. is an institutional investor managing $187M across 41 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 McAlister, Sweet & Associates are Dilation, Prospect Financial Services, FMR, with shared positions in $BA, $SPCX, $WDC, $VRT, $MRVL, $PM. The full ranking of 25 similar funds is below.

#1Dilation Capital Management LPActive
Notable overlap · 3 shared positions
$BA$SPCX$WDC
$248M
20 positions
#2Prospect Financial Services LLCPassive
Some overlap · 3 shared positions
$BA$VRT$MRVL
$197M
115 positions
#3FMR LLCPassive
Some overlap · 5 shared positions
$SPCX$WDC$BA$PM$MRVL
$2.3T
5,572 positions
#4FRED ALGER MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SPCX$WDC$VRT
$30.0B
425 positions
#5Weiss Asset Management LPPassive
Some overlap · 3 shared positions
$BA$SPCX$MRVL
$9.5B
624 positions
#6Capula Management LtdActive
Some overlap · 3 shared positions
$BA$WDC$VRT
$28.0B
700 positions
#7Avala Global LPActive
Some overlap · 3 shared positions
$BA$SPCX$WDC
$2.7B
30 positions
#8Signature Equity Partners, LLCPassive
Some overlap · 3 shared positions
$BA$SPCX$PTY
$218M
1,571 positions
#9Vanguard Capital Wealth AdvisorsPassive
Some overlap · 3 shared positions
$BA$PM$MRVL
$148M
132 positions
#10Camarda Financial Advisors, LLC
Some overlap · 3 shared positions
$BA$WDC$MRVL
$331M
122 positions
#11ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$BA$WDC$VRT
$2.3B
181 positions
#12FLOYD FINANCIAL GROUP LLCActive
Some overlap · 3 shared positions
$SPCX$BA$VRT
$153M
65 positions
#13Marex Group plcPassive
Slight overlap · 3 shared positions
$SPCX$VRT$MRVL
$23.6B
1,117 positions
#14October Effect LtdPassive
Slight overlap · 3 shared positions
$SPCX$WDC$PM
$106M
64 positions
#15WMG Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$SPCX$BA$MRVL
$265M
105 positions
#16HRT FINANCIAL LPPassive
Slight overlap · 3 shared positions
$SPCX$WDC$VRT
$39.9B
4,113 positions
#17M & L Capital Management LtdActive
Slight overlap · 3 shared positions
$SPCX$VRT$MRVL
$370M
17 positions
#18Bouvel Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$BA$VRT$MRVL
$442M
84 positions
#19Mizuho Markets Cayman LPActive
Slight overlap · 3 shared positions
$BA$WDC$MRVL
$2.7B
95 positions
#20CenterStar Asset Management, LLCPassive
Slight overlap · 3 shared positions
$SPCX$BA$MRVL
$589M
234 positions
#21SIERRA SUMMIT ADVISORS LLCPassive
Slight overlap · 4 shared positions
$BA$SPCX$VRT$MRVL
$895M
185 positions
#22ONE WEALTH CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$BA$MRVL$JPC
$355M
229 positions
#23Capital World InvestorsActive
Slight overlap · 3 shared positions
$BA$WDC$PM
$846.4B
637 positions
#24FDx Advisors, Inc.Passive
Slight overlap · 3 shared positions
$SPCX$WDC$PM
$332M
179 positions
#25Oxinas Partners Wealth Management LLCPassive
Slight overlap · 3 shared positions
$SPCX$WDC$PM
$254M
149 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.