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Hedge Funds Similar to Aptus Advisors

13F Portfolio OverlapQ2 2026Aptus Advisors portfolio →
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Most similar hedge funds by 13F overlap

Aptus Capital Advisors, LLC is an institutional investor managing $14.6B across 1,782 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Aptus Advisors are Wilian Securities, MARIPAU WEALTH, Strong Retirement Solutions, with shared positions in $PGR, $PWR, $FANG, $APH, $LIN, $CHE. The full ranking of 25 similar funds is below.

#1Wilian Securities, LLCPassive
Some overlap · 6 shared positions
$PGR$PWR$FANG$APH$LIN$CHE
$169M
89 positions
#2MARIPAU WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PGR$PWR$FANG$APH$LIN$CHE
$280M
177 positions
#3Strong Retirement Solutions LLCPassive
Some overlap · 6 shared positions
$PGR$PWR$FANG$APH$LIN$CHE
$167M
82 positions
#4Signal Advisors Wealth, LLCPassive
Some overlap · 6 shared positions
$PGR$PWR$FANG$APH$LIN$CHE
$2.0B
630 positions
#56th Street Advisors, LLCActive
Some overlap · 6 shared positions
$PGR$PWR$FANG$APH$SO$CHE
$174M
61 positions
#6Second Line Capital, LLCActive
Some overlap · 6 shared positions
$PGR$PWR$FANG$APH$SO$CHE
$537M
176 positions
#7Park Place Capital CorpPassive
Some overlap · 6 shared positions
$PGR$PWR$FANG$APH$PEP$CHE
$629M
1,092 positions
#8Clarus Group, Inc.Active
Some overlap · 6 shared positions
$PWR$PGR$FANG$APH$PEP$CHE
$295M
127 positions
#9Lord & Richards Wealth Management, LLCActive
Slight overlap · 5 shared positions
$PGR$PWR$FANG$APH$CHE
$128M
49 positions
#10Sunburst Financial Group, LLCActive
Slight overlap · 5 shared positions
$PGR$PWR$APH$SO$PEP
$617M
134 positions
#11Mendel Money ManagementPassive
Slight overlap · 5 shared positions
$PWR$FANG$APH$LIN$CHE
$273M
127 positions
#12SevenBridge Financial Group, LLCPassive
Slight overlap · 5 shared positions
$PWR$FANG$LIN$BLK$PNC
$680M
212 positions
#13ALBION FINANCIAL GROUP /UTPassive
Slight overlap · 5 shared positions
$PWR$APH$SO$BLK$PEP
$1.7B
652 positions
#14BUCKHEAD CAPITAL MANAGEMENT LLCPassive
Slight overlap · 5 shared positions
$FANG$APH$SO$BLK$PEP
$292M
149 positions
#15BROGAN FINANCIAL, INC.Smart money
Slight overlap · 5 shared positions
$PWR$APH$PGR$FANG$CHE
$250M
64 positions
#16GUARDIAN WEALTH ADVISORS, LLC / NCPassive
Slight overlap · 4 shared positions
$PGR$PWR$FANG$APH
$1.8B
384 positions
#17NZS Capital, LLCActive
Slight overlap · 4 shared positions
$PGR$PWR$APH$LIN
$3.9B
61 positions
#18Avalon Trust CoActive
Slight overlap · 4 shared positions
$PGR$PWR$LIN$PNC
$1.6B
462 positions
#19Choate Investment AdvisorsActive
Slight overlap · 4 shared positions
$PGR$PWR$LIN$PEP
$5.7B
472 positions
#20Capital Research Global InvestorsActive
Slight overlap · 4 shared positions
$PGR$APH$LIN$BLK
$716.9B
426 positions
#21UMB Bank, n.a.Passive
Slight overlap · 4 shared positions
$PGR$APH$LIN$BLK
$7.9B
2,303 positions
#22FORBES J M & CO LLPActive
Slight overlap · 4 shared positions
$PGR$APH$LIN$PEP
$1.3B
159 positions
#23Osprey Private Wealth LLCPassive
Slight overlap · 4 shared positions
$PGR$APH$BLK$PEP
$387M
88 positions
#24McKinley Carter Wealth Services, Inc.Active
Slight overlap · 4 shared positions
$PWR$APH$LIN$PEP
$1.9B
322 positions
#25Vestcor IncPassive
Slight overlap · 4 shared positions
$PGR$APH$SO$PEP
$4.0B
1,189 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.