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Hedge Funds Similar to ACORN FINANCIAL ADVISORY SERVICES /ADV

13F Portfolio OverlapQ1 2026ACORN FINANCIAL ADVISORY SERVICES /ADV portfolio →
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Most similar hedge funds by 13F overlap

ACORN FINANCIAL ADVISORY SERVICES INC /ADV is an institutional investor managing $730M across 215 U.S. equity positions as of Q1 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 /ADV are CURIO WEALTH,, Pacific Asset ,, Arcadia Wealth ,, with shared positions in $IAU, $AMN, $LMT, $PLTR, $IBIT, $GBTC. The full ranking of 25 similar funds is below.

#1CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$IAU$AMN$LMT$PLTR
$293M
1,255 positions
#2Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$IAU$AMN$IBIT
$179M
70 positions
#3Arcadia Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$IAU$AMN$PLTR
$185M
55 positions
#4Upper Left Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$IAU$IBIT$GBTC$GMM
$169M
68 positions
#5Highland Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$AMN$MAR
$379M
67 positions
#6FMB WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$IAU$AMN$MAR
$242M
73 positions
#7VCI Wealth Management LLCPassive
Notable overlap · 3 shared positions
$IAU$IBIT$MAR
$361M
123 positions
#8Modus Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$IBIT$LMT$PLTR
$363M
117 positions
#9Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$IAU$GBTC
$98M
68 positions
#10MFA WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$AMN$IAU$LMT$MAR
$508M
88 positions
#11SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$AMN$IAU$MAR$SII
$566M
73 positions
#12Apeiron RIA LLCPassive
Notable overlap · 4 shared positions
$AMN$IAU$IBIT$GMM
$431M
204 positions
#13NavPoint Financial, Inc.Active
Notable overlap · 5 shared positions
$IAU$IBIT$GBTC$GMM$PLTR
$247M
71 positions
#14Integrity Wealth Solutions LLCPassive
Notable overlap · 4 shared positions
$AMN$IAU$GMM$PLTR
$255M
130 positions
#15WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$IAU$GBTC$GMM$IBIT
$508M
107 positions
#16Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 4 shared positions
$IAU$MAR$GMM$LMT
$589M
138 positions
#17Bull Oak Capital, LLCSmart money
Notable overlap · 3 shared positions
$IAU$AMN$IBIT
$260M
38 positions
#18Proficio Capital Partners LLCActive
Notable overlap · 4 shared positions
$IAU$SII$MAR$IBIT
$1.9B
248 positions
#19LIFELONG WEALTH ADVISORS, INC.Active
Notable overlap · 3 shared positions
$AMN$IAU$LMT
$376M
90 positions
#20Stegent Equity Advisors, Inc.Passive
Notable overlap · 4 shared positions
$AMN$SII$IAU$LMT
$117M
101 positions
#21WMG Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$AMN$IBIT$MAR$SHOP
$240M
100 positions
#22PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive
Some overlap · 3 shared positions
$IAU$LMT$PLTR
$112M
38 positions
#23CADINHA & CO LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$GE$GEV
$537M
103 positions
#24Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$IAU$SII$GBTC$PLTR
$459M
290 positions
#25Independent Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$MSTR
$243M
90 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.