13F Pro

Hedge Funds Similar to Ackerman Advisors,

13F Portfolio OverlapQ1 2026Ackerman Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ackerman Capital Advisors, LLC is an institutional investor managing $488M across 115 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 Ackerman Advisors, are Vannoy Advisory Group,, BAKER BOYER NATIONAL BANK, Heritage Investment Group,, with shared positions in $DDOG, $IAU, $UNIT, $KKR, $MCD, $UNP. The full ranking of 25 similar funds is below.

#1Vannoy Advisory Group, Inc.Smart money
Substantial overlap · 4 shared positions
$DDOG$IAU$UNIT$KKR
$158M
28 positions
#2BAKER BOYER NATIONAL BANKSmart money
Notable overlap · 4 shared positions
$DDOG$IAU$MCD$UNP
$333M
91 positions
#3Heritage Investment Group, Inc.Active
Notable overlap · 4 shared positions
$DDOG$DOV$IBIT$UNP
$661M
123 positions
#4Mallini Complete Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$DDOG$ET$KKR
$126M
61 positions
#5GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$DDOG$IAU$UNIT
$212M
87 positions
#6REGIMEN WEALTH, LLCActive
Notable overlap · 3 shared positions
$DDOG$IAU$MCD
$342M
70 positions
#7RCS Financial Planning, LLCPassive
Notable overlap · 3 shared positions
$DDOG$IAU$UNIT
$193M
98 positions
#8Altiora Financial Group, LLCActive
Notable overlap · 4 shared positions
$DDOG$IAU$IBIT$UNIT
$607M
110 positions
#9West Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$DDOG$IBIT$UNIT$DOV$UNP
$589M
193 positions
#10Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$DDOG$KKR$MCD
$341M
64 positions
#11Passive Capital Management, LLC.Active
Notable overlap · 4 shared positions
$DDOG$KKR$MCD$UNIT
$335M
104 positions
#12Beaird Harris Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DDOG$IAU$UNIT
$1.5B
686 positions
#13K2 Financial Inc.Passive
Notable overlap · 3 shared positions
$DDOG$UNIT$MCD
$138M
59 positions
#14DRAVO BAY LLCActive
Notable overlap · 3 shared positions
$DDOG$UNIT$KKR
$246M
54 positions
#15Stembrook Asset Management, LLCSmart money
Notable overlap · 3 shared positions
$DDOG$UNIT$UNP
$102M
48 positions
#16MOLLER WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$DDOG$KKR$MCD
$507M
67 positions
#17Colony Family Offices, LLCActive
Notable overlap · 6 shared positions
$DDOG$IAU$KKR$IBIT$DJP$UNIT
$406M
62 positions
#18Level Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$DDOG$MCD$KKR
$213M
67 positions
#19Forum Financial Management, LPSmart money
Notable overlap · 3 shared positions
$DDOG$IAU$ET
$7.1B
331 positions
#20BSW Wealth PartnersPassive
Notable overlap · 4 shared positions
$DDOG$IAU$DOV$UNIT
$819M
312 positions
#21Mustard Seed Financial, LLCPassive
Notable overlap · 4 shared positions
$DDOG$UNIT$DOV$KKR
$167M
92 positions
#22Rochester Wealth Strategies, LLCSmart money
Some overlap · 3 shared positions
$DDOG$IAU$KKR
$165M
24 positions
#23LifePlan Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$DDOG$IAU$UNIT
$254M
122 positions
#24Lutz Financial Services LLCActive
Some overlap · 3 shared positions
$DDOG$UNIT$DOV
$1.5B
100 positions
#25Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$DDOG$IAU$DOV
$478M
42 positions

Compare Ackerman Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ackerman Advisors,’s holdings

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.