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Hedge Funds Similar to Accredited Investors

13F Portfolio OverlapQ1 2026Accredited Investors portfolio →
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Most similar hedge funds by 13F overlap

Accredited Investors Inc. is an institutional investor managing $1.9B across 281 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 Accredited Investors are BBR PARTNERS,, Manchester, Clark & Stuart,, with shared positions in $UPS, $DOV, $MKL, $MDLZ, $ADP, $MMM. The full ranking of 25 similar funds is below.

#1BBR PARTNERS, LLCActive
Some overlap · 4 shared positions
$UPS$DOV$MKL$MDLZ
$1.8B
253 positions
#2Manchester Capital Management LLCPassive
Some overlap · 4 shared positions
$UPS$DOV$MKL$MDLZ
$694M
1,306 positions
#3Clark & Stuart, IncActive
Some overlap · 3 shared positions
$UPS$ADP$MMM
$148M
49 positions
#4Centric Wealth ManagementPassive
Some overlap · 3 shared positions
$UPS$BRZE$UNH
$501M
203 positions
#5Fluent Financial, LLCActive
Some overlap · 3 shared positions
$UPS$NOW$GIS
$273M
43 positions
#6Westshore Wealth, LLCActive
Some overlap · 3 shared positions
$UPS$NOW$USB
$285M
102 positions
#7Three Bridge Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$RBLX$CHRW$USB
$364M
86 positions
#8Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$UPS$CHRW$USB
$184M
32 positions
#9CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$DOV$ADP$MDLZ$MMM$USB$UNH
$5.0B
55 positions
#10CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$UPS$LH$UNH
$2.9B
332 positions
#11Breakwater Investment ManagementPassive
Some overlap · 4 shared positions
$DOV$MKL$NTRB$BRZE
$269M
506 positions
#12Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$DOV$UPS$NTRB$USB
$146M
532 positions
#13St. Louis Trust CoActive
Some overlap · 4 shared positions
$DOV$MKL$MDLZ$BRZE
$856M
145 positions
#14Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$MKL$NTRB
$67M
42 positions
#15Orcam Financial GroupSmart money
Some overlap · 4 shared positions
$DOV$MKL$BRZE$USB
$141M
62 positions
#16BIP Wealth, LLCActive
Some overlap · 4 shared positions
$DOV$MKL$BRZE$USB
$2.5B
453 positions
#17TrustWell Financial Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$MKL$BRZE$USB
$106M
70 positions
#18Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$MKL$BRZE$USB
$186M
163 positions
#19MYECFO, LLCActive
Some overlap · 3 shared positions
$DOV$MKL$NOW
$239M
66 positions
#20Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$MKL$NOW
$445M
115 positions
#21SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 4 shared positions
$DOV$RBLX$BRZE$USB
$222M
135 positions
#22MANNING & NAPIER ADVISORS LLCActive
Some overlap · 3 shared positions
$UPS$NOW$UNH
$7.1B
616 positions
#23Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$UPS$GIS$UNH
$151M
135 positions
#24Ridgewood Investments LLCPassive
Some overlap · 3 shared positions
$DOV$MKL$UPS
$244M
208 positions
#25Stack Financial Management, IncActive
Some overlap · 4 shared positions
$UPS$DOV$MDLZ$LH
$1.4B
52 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.