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Hedge Funds Similar to WEALTH ALLIANCE

13F Portfolio OverlapQ2 2026WEALTH ALLIANCE portfolio →
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Most similar hedge funds by 13F overlap

WEALTH ALLIANCE, LLC is an institutional investor managing $1.2B across 573 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 WEALTH ALLIANCE are FORBES J M & LLP, MBA Advisors, Blossom Wealth, with shared positions in $IAU, $ANET, $VZ, $PLD, $PEP, $ETN. The full ranking of 25 similar funds is below.

#1FORBES J M & CO LLPActive
Some overlap · 8 shared positions
$IAU$ANET$VZ$PLD$PEP$ETN
$1.3B
159 positions
#2MBA Advisors LLCPassive
Some overlap · 6 shared positions
$IAU$ASML$AMGN$VZ$PM$PEP
$297M
166 positions
#3Blossom Wealth ManagementActive
Some overlap · 7 shared positions
$IAU$ASML$AMGN$PEP$NEE$WEC
$71M
72 positions
#4Smith, Salley & AssociatesPassive
Some overlap · 7 shared positions
$ANET$ASML$PEP$PNC$NEE$APH
$2.3B
275 positions
#5Pacific Point Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$ANET$ASML$ETN$NEE
$219M
129 positions
#6BDFS Capital LLCActive
Some overlap · 5 shared positions
$IAU$ANET$ASML$ETN$NEE
$230M
116 positions
#7Advocacy Wealth Management, LLCActive
Some overlap · 5 shared positions
$IAU$ANET$ASML$ETN$APH
$2.8B
151 positions
#8Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$IAU$ASML$AMGN$ETN$NEE$CMI
$710M
193 positions
#9Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$BAH$ANET$ASML$APH
$476M
77 positions
#10Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$ANET$IAU$ASML$PM$NEE
$345M
111 positions
#114J Wealth Management LLCActive
Some overlap · 3 shared positions
$BAH$IAU$ANET
$204M
111 positions
#12RM Financial Services, LLCPassive
Some overlap · 5 shared positions
$BAH$ANET$PEP$CMI$ETN
$135M
79 positions
#13Exit Wealth Advisors, LLC.Passive
Some overlap · 5 shared positions
$IAU$ANET$ASML$ETN$CMI
$220M
150 positions
#14GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$ANET$ASML$AMGN$VZ$PM
$2.2B
268 positions
#15Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$AMGN$PM$PEP
$304M
194 positions
#16American Investment Services, Inc.Active
Some overlap · 6 shared positions
$IAU$AMGN$VZ$PLD$NEE$PEP
$473M
133 positions
#17QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$IAU$ANET$PLD$ETN$APH
$856M
115 positions
#18PAX Financial Group, LLCActive
Some overlap · 4 shared positions
$IAU$ANET$ASML$APH
$673M
207 positions
#19Asset One Wealth Management LLCPassive
Some overlap · 4 shared positions
$BAH$ANET$ASML$CMI
$948M
347 positions
#20CPA Asset Management LLCActive
Some overlap · 6 shared positions
$IAU$AMGN$PEP$ASML$PNC$NEE
$347M
97 positions
#21Bigelow Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$ANET$PEP$ETN$NEE
$276M
157 positions
#22STABLEFORD CAPITAL II LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$PM$PLD$ETN
$289M
147 positions
#23VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ANET$ASML$AMGN$PEP$NEE
$142M
108 positions
#24Independent Solutions Wealth Management, LLCActive
Some overlap · 5 shared positions
$ANET$IAU$AMGN$PM$ETN
$766M
194 positions
#25ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active
Some overlap · 7 shared positions
$AMGN$VZ$PM$PLD$PEP$PNC
$1.7B
1,629 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.