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Hedge Funds Similar to Advisors Preferred,

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

Advisors Preferred, LLC is an institutional investor managing $679M 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 Advisors Preferred, are Yoder Wealth ,, WealthBridge ,, Bulwark, with shared positions in $ABNB, $HUM, $WT, $AMT, $BDX, $ALPS. The full ranking of 25 similar funds is below.

#1Yoder Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$ABNB$HUM$WT$AMT
$219M
124 positions
#2WealthBridge Capital Management, LLCPassive
Some overlap · 4 shared positions
$HUM$BDX$WT$ALPS
$434M
221 positions
#3Bulwark Capital CorpActive
Some overlap · 4 shared positions
$ABNB$HUM$WT$ALPS
$162M
100 positions
#4Good Harbor Advisors, Inc.Passive
Some overlap · 3 shared positions
$HUM$WT$BDX
$92M
82 positions
#5Wolfstich Capital, LLCActive
Some overlap · 3 shared positions
$HUM$WT$BDX
$114M
45 positions
#6Avant Capital LLCPassive
Some overlap · 3 shared positions
$HUM$WT$ALPS
$142M
76 positions
#7DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$BDX$LIN$WM$ICE$GEV
$253M
92 positions
#8Vigilare Wealth ManagementActive
Some overlap · 4 shared positions
$HUM$WT$GEV$ALPS
$296M
109 positions
#9PERRYMAN FINANCIAL ADVISORY INC /ADActive
Some overlap · 5 shared positions
$WT$ALPS$WM$HUM$AMT
$667M
175 positions
#10Grove Street Fiduciary, LLCActive
Some overlap · 4 shared positions
$HUM$WT$GEV$WM
$227M
74 positions
#11Paragon Capital Management LtdActive
Some overlap · 3 shared positions
$ABNB$HUM$WT
$476M
199 positions
#12Journey Advisory Group, LLCPassive
Some overlap · 4 shared positions
$HUM$WT$WM$RRC
$1.2B
244 positions
#13Nikulski Financial, Inc.Passive
Some overlap · 3 shared positions
$HUM$WT$WM
$405M
175 positions
#14CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$HUM$WT$LIN
$184M
66 positions
#15CAHILL FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$HUM$WT$ALPS
$924M
286 positions
#16Timber Creek Capital Management LLCPassive
Some overlap · 4 shared positions
$BDX$ABNB$LIN$ICE
$412M
78 positions
#17CRUX WEALTH ADVISORSPassive
Some overlap · 3 shared positions
$BDX$WT$HUM
$261M
181 positions
#18Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$HUM$WT$AMT
$170M
48 positions
#19Strong Retirement Solutions LLCPassive
Some overlap · 4 shared positions
$ABNB$LIN$AMT$APH
$143M
86 positions
#20Strategic Financial Concepts, LLCPassive
Some overlap · 3 shared positions
$HUM$WT$ALPS
$405M
298 positions
#21Addison Advisors LLCPassive
Some overlap · 3 shared positions
$HUM$WT$GEV
$452M
980 positions
#22Sherry Group, Inc.Active
Some overlap · 3 shared positions
$WT$HUM$ALPS
$92M
41 positions
#23FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$HUM$LIN$ICE$APH
$1.2B
150 positions
#24WIN ADVISORS, INCPassive
Some overlap · 3 shared positions
$BDX$WT$GEV
$219M
78 positions
#25Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$HUM$ALPS$WT
$1.8B
613 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.