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Hedge Funds Similar to Wealth Alliance Advisory Group

13F Portfolio OverlapQ2 2026Wealth Alliance Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Wealth Alliance Advisory Group, LLC is an institutional investor managing $691M across 203 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 Advisory Group are FIRST FINANCIAL BANKSHARES, MILLER HOWARD INVESTMENTS, IBEX WEALTH ADVISORS, with shared positions in $WMB, $SEIC, $COP, $AMGN, $PAA, $PLTR. The full ranking of 25 similar funds is below.

#1FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$WMB$SEIC$COP$AMGN
$5.3B
210 positions
#2MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$WMB$COP$PAA
$3.8B
152 positions
#3IBEX WEALTH ADVISORSPassive
Some overlap · 3 shared positions
$WMB$AMGN$PLTR
$1.3B
209 positions
#4CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$WMB$AMGN$PLTR
$1.5B
118 positions
#5Pinnacle West Asset Management, Inc.Passive
Some overlap · 3 shared positions
$WMB$AMGN$COP
$145M
104 positions
#6Estabrook Capital ManagementPassive
Some overlap · 3 shared positions
$WMB$COP$AMGN
$739M
344 positions
#7Union Heritage Capital, LLCPassive
Some overlap · 3 shared positions
$SEIC$COP$AMGN
$295M
65 positions
#8TOEWS CORP /ADVActive
Slight overlap · 3 shared positions
$WMB$COP$PLTR
$686M
151 positions
#9Fiduciary Alliance LLCPassive
Slight overlap · 3 shared positions
$COP$AMGN$SGOL
$1.5B
535 positions
#10Financial Sense Advisors, Inc.Passive
Slight overlap · 3 shared positions
$COP$AMGN$PLTR
$508M
137 positions
#11PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$COP$AMGN$PLTR
$3.2B
77 positions
#12OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 3 shared positions
$COP$AMGN$PLTR
$329M
323 positions
#13ETF Store, Inc.Passive
Slight overlap · 3 shared positions
$SGOL$AMGN$PLTR
$120M
114 positions
#14GILPIN WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$COP$AMGN$PLTR
$145M
1,064 positions
#15My Portfolio Guide, LLC
Slight overlap · 3 shared positions
$UBS$COP$PLTR
$181M
166 positions
#16VIAWEALTH, LLCPassive
Slight overlap · 3 shared positions
$AMGN$COP$WMB
$199M
167 positions
#17Lummis Asset Management, LPPassive
Slight overlap · 3 shared positions
$COP$AMGN$WMB
$167M
221 positions
#18Aspen Investment Management IncPassive
Slight overlap · 3 shared positions
$AMGN$WMB$PLTR
$372M
187 positions
#1910Elms LLPPassive
Slight overlap · 3 shared positions
$WMB$AMGN$COP
$236M
526 positions
#20Global Assets Advisory, LLCPassive
Slight overlap · 3 shared positions
$SGOL$PLTR$AMGN
$458M
322 positions
#21OpenArc Corporate Advisory, LLCActive
Slight overlap · 3 shared positions
$AMGN$PLTR$COP
$8.4B
789 positions
#22Osbon Capital Management LLCPassive
Slight overlap · 3 shared positions
$SGOL$AMGN$PLTR
$127M
427 positions
#23China Universal Asset Management Co., Ltd.Passive
Slight overlap · 3 shared positions
$AMGN$PLTR$SGOL
$1.7B
513 positions
#24Harvest Fund Management Co., LtdActive
Slight overlap · 3 shared positions
$AMGN$PLTR$SGOL
$3.0B
455 positions
#25R.H. Investment Group, LLCActive
Slight overlap · 3 shared positions
$COP$AMGN$PLTR
$133M
47 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.