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Hedge Funds Similar to New Age Alpha Advisors

13F Portfolio OverlapQ2 2026New Age Alpha Advisors portfolio →
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Most similar hedge funds by 13F overlap

New Age Alpha Advisors, LLC is an institutional investor managing $2.4B across 927 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 New Age Alpha Advisors are Knights of Columbus Asset Advisors, WESTPAC BANKING, DoubleLine ETF Adviser, with shared positions in $WELL, $PLD, $C, $EQIX, $MS, $SPG. The full ranking of 25 similar funds is below.

#1Knights of Columbus Asset Advisors LLCPassive
Some overlap · 8 shared positions
$WELL$PLD$C$EQIX$MS$SPG
$2.0B
386 positions
#2WESTPAC BANKING CORPPassive
Some overlap · 7 shared positions
$WELL$AMGN$C$EQIX$PLD$SPG
$1.6B
498 positions
#3DoubleLine ETF Adviser LPPassive
Some overlap · 6 shared positions
$WELL$PLD$AMGN$EQIX$VZ$SPG
$242M
170 positions
#4Palacios Wealth Management, LLCSmart money
Some overlap · 7 shared positions
$AMGN$CRWD$MS$C$UBER$QCOM
$169M
76 positions
#5Sherman Asset Management, Inc.Active
Some overlap · 7 shared positions
$AMGN$C$MS$EQIX$QCOM$GILD
$129M
136 positions
#6Vestcor IncPassive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$VZ$T$GILD
$4.0B
1,189 positions
#7PRUDENTIAL FINANCIAL INCPassive
Some overlap · 6 shared positions
$WELL$PLD$EQIX$C$SPG$MS
$91.8B
2,485 positions
#8Ranch Capital Advisors Inc.Passive
Some overlap · 6 shared positions
$PLD$AMGN$C$VZ$T$GILD
$316M
157 positions
#9Brucke Financial, Inc.Passive
Some overlap · 6 shared positions
$PLD$C$WELL$VZ$QCOM$T
$225M
175 positions
#10EXCALIBUR MANAGEMENT CORPPassive
Some overlap · 6 shared positions
$AMGN$C$MS$VZ$T$GILD
$303M
175 positions
#11Naviter Wealth, LLCPassive
Some overlap · 5 shared positions
$WELL$PLD$C$EQIX$SPG
$1.1B
305 positions
#12Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$WELL$AMGN$C$MS$GILD
$142M
106 positions
#13ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$WELL$PLD$EQIX$SPG$QCOM
$102M
87 positions
#14Daiwa Securities Group Inc.Active
Some overlap · 5 shared positions
$WELL$PLD$EQIX$SPG$QCOM
$51.1B
1,194 positions
#15Venture Visionary Partners LLCPassive
Some overlap · 5 shared positions
$WELL$AMGN$CRWD$MS$QCOM
$3.6B
731 positions
#16American Investment Services, Inc.Active
Slight overlap · 5 shared positions
$PLD$AMGN$EQIX$VZ$SPG
$473M
133 positions
#17PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Slight overlap · 5 shared positions
$PLD$AMGN$MS$SPG$UBER
$3.2B
77 positions
#18American State Bank (Iowa)Passive
Slight overlap · 5 shared positions
$PLD$AMGN$C$T$GILD
$247M
139 positions
#19MACQUARIE GROUP LTDActive
Slight overlap · 5 shared positions
$WELL$C$PLD$VZ$GILD
$23.2B
929 positions
#20Directional Asset ManagementPassive
Slight overlap · 5 shared positions
$AMGN$CRWD$MS$VZ$UBER
$118M
94 positions
#21ALBION FINANCIAL GROUP /UTPassive
Slight overlap · 5 shared positions
$AMGN$C$MS$UBER$QCOM
$1.7B
652 positions
#22GLOBALT Investments LLC / GAActive
Slight overlap · 5 shared positions
$AMGN$C$MS$T$GILD
$3.0B
213 positions
#23Insight Inv LLCPassive
Slight overlap · 5 shared positions
$AMGN$C$MS$QCOM$MSGS
$212M
109 positions
#24NORDEA INVESTMENT MANAGEMENT ABPassive
Slight overlap · 5 shared positions
$AMGN$C$CRWD$EQIX$GILD
$122.6B
921 positions
#25SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Slight overlap · 4 shared positions
$WELL$PLD$CRWD$EQIX
$530M
308 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.