13F Pro

Hedge Funds Similar to Systematic Alpha Investments

13F Portfolio OverlapQ2 2026Systematic Alpha Investments portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Systematic Alpha Investments, LLC is an institutional investor managing $3.7B across 233 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 Systematic Alpha Investments are CHEMUNG CANAL, Patrick Mauro Investment Advisor, Exeter Financial, with shared positions in $TRV, $WM, $PEP, $MCD, $UNP, $BMY. The full ranking of 25 similar funds is below.

#1CHEMUNG CANAL TRUST COActive
Some overlap · 6 shared positions
$TRV$WM$PEP$MCD$UNP$BMY
$541M
111 positions
#2Patrick Mauro Investment Advisor, INC.Active
Some overlap · 7 shared positions
$WM$AEP$PEP$MCD$BMY$KMB
$199M
38 positions
#3Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$TRV$WM$PEP$MCD$TGT$VZ
$261M
101 positions
#4Ipsen Advisor Group LLCPassive
Some overlap · 6 shared positions
$WM$ALL$PEP$UNP$BMY$KMB
$155M
107 positions
#5Bank & Trust CoPassive
Some overlap · 6 shared positions
$TRV$ALL$MCD$PEP$BMY$VZ
$158M
303 positions
#6Miramar Capital, LLCPassive
Some overlap · 6 shared positions
$WM$PEP$MCD$UNP$BMY$VZ
$455M
57 positions
#7Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$AEP$PEP$UNP$MCD$WM$VZ
$397M
167 positions
#8Murphy Pohlad Asset Management LLCPassive
Some overlap · 4 shared positions
$TRV$PEP$UNP$TGT
$287M
135 positions
#9Hayek Kallen Investment Management
Some overlap · 6 shared positions
$WM$PEP$UNP$MCD$MO$VZ
$330M
97 positions
#10PINKERTON WEALTH, LLCActive
Some overlap · 6 shared positions
$WM$PEP$MCD$MET$KMB$VZ
$1.2B
103 positions
#11SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 6 shared positions
$WM$PEP$MCD$MET$KMB$VZ
$1.3B
97 positions
#12R.H. Investment Group, LLCActive
Some overlap · 5 shared positions
$TRV$MCD$UNP$VZ$PEP
$133M
47 positions
#13GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$TRV$ALL$AEP$MO$VZ
$2.2B
268 positions
#14AMES NATIONAL CORPSmart money
Some overlap · 4 shared positions
$TRV$MCD$UNP$PEP
$182M
69 positions
#15OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$AEP$PEP$MCD$BMY$ES$KMB
$2.7B
54 positions
#16Providence Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$WM$ALL$TRV$PEP$BMY
$170M
84 positions
#17Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$WM$PEP$MCD$MO$TGT$VZ
$319M
130 positions
#18Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$TRV$MCD$UNP$VZ
$87M
113 positions
#19HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$WM$PEP$MCD$UNP$BMY
$321M
107 positions
#20Miller Financial Services LLCPassive
Some overlap · 6 shared positions
$AEP$PEP$ALL$BMY$MO$VZ
$124M
142 positions
#21Wolff Financial Management LLCActive
Some overlap · 6 shared positions
$AEP$MCD$PEP$BMY$MO$VZ
$501M
106 positions
#22MainStreet Investment Advisors LLCActive
Some overlap · 5 shared positions
$WM$PEP$MCD$AEP$MO
$734M
166 positions
#23Bravera WealthActive
Some overlap · 7 shared positions
$UNP$WM$AEP$MCD$PEP$ALL
$261M
352 positions
#24Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TRV$UNP$MET$AEP$VZ
$489M
619 positions
#25GQG Partners LLCActive
Some overlap · 5 shared positions
$TRV$ALL$AEP$MO$VZ
$53.8B
102 positions

Compare Systematic Alpha Investments’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Systematic Alpha Investments’s holdings

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.