What hedge funds are most similar to ACORN FINANCIAL ADVISORY SERVICES INC /ADV?

The funds with the most similar 13F portfolios to ACORN FINANCIAL ADVISORY SERVICES INC /ADV are Sharkey, Howes & Javer, Cranbrook Wealth, DWM Financial Group, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

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

$829M

163 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

$341M

176 positions

#6LifeWealth Investments, LLCActive

Notable overlap · 5 shared positions

$IAU $MAR $DELL $LMT $PLTR

$374M

136 positions

#7Wealth Quarterback LLCActive

Notable overlap · 3 shared positions

$IAU $DELL $LMT

$324M

172 positions

#8LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 4 shared positions

$IAU $GLW $LMT $MRVL

$426M

99 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

$185M

83 positions

#12Geneva Partners, LLCPassive

Notable overlap · 4 shared positions

$DELL $GLW $MRVL $MOD

$375M

75 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

$632M

142 positions

#16CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $LMT $MRVL

$130M

55 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

$467M

141 positions

#21NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$IAU $IBIT $PLTR

$270M

74 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

$149M

98 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.