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Hedge Funds Similar to Acropolis Investment ,

13F Portfolio OverlapQ1 2026Acropolis Investment , portfolio →
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Most similar hedge funds by 13F overlap

Acropolis Investment Management, LLC is an institutional investor managing $2.3B across 382 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 Acropolis Investment , are Cornerstone Financial, Disciplined Investments,, NORTHWEST WEALTH ,, with shared positions in $UPST, $VLTO, $USB, $MS, $UNH, $UNIT. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive
Some overlap · 8 shared positions
$UPST$VLTO$USB$MS$UNH$UNIT
$109M
1,311 positions
#2Disciplined Investments, LLCPassive
Some overlap · 6 shared positions
$UPST$NKE$USB$VLTO$UNIT$SE
$279M
141 positions
#3NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$UPST$NKE$USB$UNIT$DE
$665M
255 positions
#4TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 5 shared positions
$UPST$VLTO$USB$MS$SE
$4.8B
1,649 positions
#5Altiora Financial Group, LLCActive
Some overlap · 6 shared positions
$UPST$NKE$UNIT$SE$UNH$GSAT
$607M
110 positions
#6Foster Group, Inc.Active
Some overlap · 6 shared positions
$UPST$NKE$UNIT$SE$USB$DE
$3.4B
284 positions
#7Belleair Asset Management, LLCPassive
Some overlap · 5 shared positions
$UPST$NKE$TRV$SE$DE
$110M
77 positions
#8Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$UPST$VLTO$USB$UNH
$154M
64 positions
#91834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$UPST$VLTO$USB$LMT
$801M
206 positions
#10MASECO LLPActive
Some overlap · 4 shared positions
$UPST$NKE$USB$UNIT
$3.2B
391 positions
#11BluePrint Investing LLCActive
Some overlap · 3 shared positions
$UPST$NKE$USB
$126M
26 positions
#12Cordant, Inc.Active
Some overlap · 3 shared positions
$UPST$NKE$USB
$246M
75 positions
#13Causey Wealth LLCPassive
Some overlap · 3 shared positions
$UPST$NKE$USB
$236M
81 positions
#14Strategic Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$UPST$NKE$USB
$2.1B
152 positions
#15Level Financial AdvisorsActive
Some overlap · 4 shared positions
$UPST$VLTO$NKE$UNIT
$392M
92 positions
#16McLean Asset Management CorpActive
Some overlap · 4 shared positions
$UPST$NKE$MS$SE
$572M
165 positions
#17ARK & TLK INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$UPST$NKE$UNIT$SE
$370M
119 positions
#18Falcon Wealth PlanningActive
Some overlap · 4 shared positions
$UPST$NKE$UNIT$SE
$1.5B
236 positions
#19WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$UPST$VLTO$USB
$350M
95 positions
#20BDFS Capital LLCActive
Some overlap · 3 shared positions
$UPST$VLTO$USB
$208M
137 positions
#21Whitcomb & Hess, Inc.Active
Some overlap · 3 shared positions
$UPST$VLTO$USB
$429M
64 positions
#22MONOGRAPH WEALTH ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$UPST$NKE$UNIT$DE
$1.1B
144 positions
#23Avise Financial Cooperative, Inc.Passive
Some overlap · 4 shared positions
$NKE$UPST$VLTO$KR
$121M
102 positions
#24Tillman Hartley LLCActive
Some overlap · 3 shared positions
$UPST$NKE$UNH
$398M
88 positions
#25Aegis Wealth Management LLCPassive
Some overlap · 3 shared positions
$UPST$NKE$UNIT
$175M
118 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.