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Hedge Funds Similar to Aptus Advisors,

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

Aptus Capital Advisors, LLC is an institutional investor managing $12.7B across 1,671 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 Aptus Advisors, are 6th Street Advisors,, Clarus Group,, MBE Wealth ,, with shared positions in $DUK, $FANG, $PGR, $SO, $PWR, $COP. The full ranking of 25 similar funds is below.

#16th Street Advisors, LLCActive
Some overlap · 5 shared positions
$DUK$FANG$PGR$SO$PWR
$159M
59 positions
#2Clarus Group, Inc.Active
Some overlap · 5 shared positions
$DUK$COP$FANG$PWR$PGR
$279M
113 positions
#3MBE Wealth Management, LLCActive
Some overlap · 4 shared positions
$DUK$UPST$COP$FCFS
$241M
141 positions
#4Good Harbor Advisors, Inc.Passive
Some overlap · 4 shared positions
$BRZE$BDX$COP$SO
$92M
82 positions
#5Lord & Richards Wealth Management, LLCActive
Some overlap · 4 shared positions
$DUK$FANG$PGR$PWR
$114M
50 positions
#6Second Line Capital, LLCActive
Some overlap · 4 shared positions
$DUK$FANG$PGR$PWR
$528M
185 positions
#7Park Place Capital CorpPassive
Some overlap · 4 shared positions
$DUK$FANG$PGR$PWR
$499M
850 positions
#8David Kennon IncSmart money
Some overlap · 3 shared positions
$BRZE$BDX$UPST
$279M
41 positions
#9GUARDIAN WEALTH ADVISORS, LLC / NCPassive
Some overlap · 3 shared positions
$DUK$BRZE$PWR
$1.6B
611 positions
#10Gibson Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$BRZE$DUK$SO
$149M
37 positions
#11Sunburst Financial Group, LLCActive
Some overlap · 4 shared positions
$DUK$COP$SO$PWR
$543M
132 positions
#12Zhang Financial LLCActive
Some overlap · 3 shared positions
$BRZE$BDX$COP
$2.9B
367 positions
#13SevenBridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$DUK$FANG$PWR
$640M
202 positions
#14Purewater Capital LLCActive
Some overlap · 3 shared positions
$DUK$FANG$COP
$104M
68 positions
#15Wealth Advisory Team LLC
Some overlap · 3 shared positions
$DUK$SO$FCFS
$113M
39 positions
#16BROGAN FINANCIAL, INC.Smart money
Some overlap · 3 shared positions
$DUK$PWR$FANG
$227M
56 positions
#17TrueWealth Advisors, LLCPassive
Some overlap · 4 shared positions
$DUK$UPST$SO$FCFS
$398M
233 positions
#18CWS Financial Advisors, LLCActive
Some overlap · 4 shared positions
$BRZE$UPST$COP$SO
$390M
157 positions
#19Schulz Wealth, LTD.
Some overlap · 3 shared positions
$BRZE$UPST$DUK
$156M
62 positions
#20Beacon Financial Strategies CORPActive
Some overlap · 4 shared positions
$BRZE$UPST$COP$DUK
$176M
177 positions
#21Meriwether Wealth & Planning, LLCActive
Some overlap · 3 shared positions
$BRZE$BDX$COP
$183M
126 positions
#22Diversified Enterprises, LLCActive
Some overlap · 3 shared positions
$DUK$SO$PWR
$1.8B
413 positions
#23White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$BRZE$UPST$COP
$721M
145 positions
#24Orcam Financial GroupSmart money
Some overlap · 3 shared positions
$BRZE$UPST$COP
$141M
62 positions
#25Clarity Capital Advisors, LLCActive
Some overlap · 3 shared positions
$BRZE$UPST$COP
$215M
95 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.