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Hedge Funds Similar to ACORN FINANCIAL ADVISORY SERVICES

13F Portfolio OverlapQ2 2026ACORN FINANCIAL ADVISORY SERVICES portfolio →
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Most similar hedge funds by 13F overlap

ACORN FINANCIAL ADVISORY SERVICES INC /ADV is an institutional investor managing $753M across 223 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 ACORN FINANCIAL ADVISORY SERVICES are Sharkey, Howes & Javer, Cranbrook Wealth, DWM Financial Group, with shared positions in $IAU, $IBIT, $DELL, $MRVL, $ETN, $GLW. The full ranking of 25 similar funds is below.

#1Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$IBIT$DELL
$830M
159 positions
#2Cranbrook Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$MRVL
$534M
406 positions
#3DWM Financial Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$IBIT$ETN
$112M
40 positions
#4TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$DELL$GLW
$983M
170 positions
#5AVAII WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$IAU$GLW$CC$MRVL
$348M
178 positions
#6LifeWealth Investments, LLCActive
Notable overlap · 5 shared positions
$IAU$MAR$DELL$LMT$PLTR
$360M
139 positions
#7Wealth Quarterback LLCActive
Notable overlap · 3 shared positions
$IAU$DELL$LMT
$328M
180 positions
#8LIFELONG WEALTH ADVISORS, INC.Smart money
Notable overlap · 4 shared positions
$IAU$GLW$LMT$MRVL
$432M
104 positions
#9Proficio Capital Partners LLCPassive
Notable overlap · 3 shared positions
$IAU$IBIT$DELL
$2.8B
691 positions
#10ROGCO, LPActive
Notable overlap · 3 shared positions
$IAU$MRVL$LMT
$327M
224 positions
#11Farrell Financial LLCActive
Notable overlap · 3 shared positions
$IAU$MRVL$GLW
$187M
81 positions
#12Geneva Partners, LLCPassive
Notable overlap · 4 shared positions
$DELL$GLW$MRVL$MOD
$334M
81 positions
#13HARTLINE INVESTMENT CORP/Active
Notable overlap · 7 shared positions
$GLW$DELL$MRVL$MAR$ETN$PLTR
$1.1B
115 positions
#14Independent Family Office, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$MOD
$249M
85 positions
#15JSF Financial, LLCActive
Notable overlap · 4 shared positions
$IAU$DELL$GLW$MAR
$655M
146 positions
#16CPR Investments Inc.Active
Notable overlap · 3 shared positions
$IAU$LMT$MRVL
$134M
64 positions
#17WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$GLW$IBIT
$536M
107 positions
#18Modus Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$IBIT$LMT$PLTR
$405M
118 positions
#19Sagace Wealth Management LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$ETN
$159M
71 positions
#20Kelly Financial Services LLCActive
Notable overlap · 3 shared positions
$IAU$MAR$LMT
$463M
130 positions
#21NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$IAU$IBIT$PLTR
$283M
75 positions
#22Dynasty Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$DELL$MRVL
$13.5B
367 positions
#23Sage Investment Advisers LLCPassive
Notable overlap · 3 shared positions
$IAU$ETN$LMT
$154M
96 positions
#24Argos Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$PLTR$IBIT
$378M
224 positions
#25Lifeworks Advisors, LLCPassive
Notable overlap · 4 shared positions
$DELL$IAU$GLW$IBIT
$955M
337 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.