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Hedge Funds Similar to Apriem Advisors

13F Portfolio OverlapQ1 2026Apriem Advisors portfolio →
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Most similar hedge funds by 13F overlap

Apriem Advisors is an institutional investor managing $1.0B across 186 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 Apriem Advisors are Leelyn Smith,, McMill Wealth, Center For Asset, with shared positions in $NTRB, $LMT, $ADSK, $BA, $KLAC, $USB. The full ranking of 25 similar funds is below.

#1Leelyn Smith, LLCPassive
Some overlap · 5 shared positions
$NTRB$LMT$ADSK$BA$KLAC
$713M
154 positions
#2McMill Wealth ManagementActive
Some overlap · 4 shared positions
$NTRB$USB$UNIT$LMT
$376M
58 positions
#3Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$NTRB$USB$UNIT$KLAC
$201M
144 positions
#4Darwin Wealth Management, LLCPassive
Some overlap · 3 shared positions
$NTRB$LRCX$ADSK
$321M
604 positions
#5AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$NTRB$REGN$UNIT$USB
$206M
97 positions
#6Gladwyn Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$NTRB$USB$UNIT$MMM
$160M
82 positions
#7Cedar Point Capital Partners, LLCPassive
Some overlap · 3 shared positions
$NTRB$USB$GLDM
$154M
71 positions
#8Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$NTRB$USB$LMT$UNIT
$109M
1,311 positions
#9Coquina Private Wealth LLCActive
Some overlap · 3 shared positions
$NTRB$REGN$UNIT
$124M
96 positions
#10Clarus Wealth AdvisorsPassive
Some overlap · 3 shared positions
$NTRB$REGN$LMT
$235M
88 positions
#11CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 4 shared positions
$NTRB$REGN$KLAC$LMT
$239M
97 positions
#12ODonnell Financial Services, LLCActive
Some overlap · 3 shared positions
$NTRB$REGN$KLAC
$290M
64 positions
#13ASSETMARK, INCPassive
Some overlap · 4 shared positions
$NTRB$UNIT$KLAC$USB
$49.0B
3,443 positions
#14Strategic Investment Advisors / MIPassive
Some overlap · 5 shared positions
$NTRB$UNIT$KLAC$USB$LRCX
$1.4B
386 positions
#15CREATIVE FINANCIAL DESIGNS INC /ADVPassive
Some overlap · 4 shared positions
$NTRB$USB$REGN$UNIT
$1.6B
2,162 positions
#16Eagle Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$NTRB$LRCX$KLAC
$108M
98 positions
#17PETREDIS INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$NTRB$LMT$MELI
$1.2B
108 positions
#18Bay Rivers GroupPassive
Some overlap · 4 shared positions
$LRCX$USB$BA$UNIT
$240M
109 positions
#19FCF Advisors LLCPassive
Some overlap · 4 shared positions
$LRCX$LMT$ADSK$KLAC
$444M
52 positions
#20HENGEHOLD CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$NTRB$LMT$USB
$1.1B
213 positions
#21Pillar Financial Advisors, LLCActive
Some overlap · 3 shared positions
$NTRB$UNIT$USB
$171M
106 positions
#22Erste Asset Management GmbHPassive
Some overlap · 5 shared positions
$LRCX$ADSK$CTAS$INTU$KLAC
$10.8B
890 positions
#23Zeit Capital LLCActive
Some overlap · 3 shared positions
$NTRB$UNIT$MMM
$149M
52 positions
#24Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$LRCX$LMT$USB$MMM$KLAC
$337M
109 positions
#25Praetorian Wealth Management, Inc.Active
Some overlap · 3 shared positions
$NTRB$UNIT$USB
$526M
77 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.