How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Acorns Advisers

13F Portfolio OverlapQ2 2026Acorns Advisers portfolio →

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Most similar hedge funds by 13F overlap

Acorns Advisers, LLC is an institutional investor managing $15.3B across 107 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 Acorns Advisers are Bear Mountain, Midwest Financial Partners Investments, Affiance Financial, with shared positions in $MUFG, $SBUX, $BA, $AXP, $LMT, $MCD. The full ranking of 25 similar funds is below.

#1Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$MUFG $SBUX $BA

$345M

214 positions

#2Midwest Financial Partners Investments, Inc.Active

Some overlap · 4 shared positions

$MUFG $SBUX $BA $AXP

$241M

80 positions

#3Affiance Financial, LLCSmart money

Some overlap · 3 shared positions

$MUFG $LMT $MCD

$695M

111 positions

#4Smart Portfolios, LLC

Some overlap · 7 shared positions

$MUFG $BLK $MCD $SBUX $BA $DIS

$100M

99 positions

#5Mascoma Wealth Management LLCActive

Some overlap · 3 shared positions

$MUFG $MCD $AXP

$539M

609 positions

#6Asempa Wealth AdvisorsPassive

Slight overlap · 4 shared positions

$MUFG $LMT $MCD $DIS

$134M

119 positions

#7Blue Edge Capital, LLC

Slight overlap · 5 shared positions

$MUFG $BLK $MCD $BA $DIS

$833M

137 positions

#8RTD Financial Advisors, Inc.Active

Slight overlap · 3 shared positions

$MUFG $MCD $BA

$917M

120 positions

#9BIRCHBROOK, INC.Active

Slight overlap · 3 shared positions

$MUFG $LMT $DIS

$213M

305 positions

#10Empower Advisory Group, LLCActive

Slight overlap · 3 shared positions

$MUFG $SBUX $DIS

$41.9B

532 positions

#11Livet Wealth, LLCPassive

Slight overlap · 3 shared positions

$MUFG $SBUX $BA

$173M

122 positions

#12Weil Company, Inc.Passive

Slight overlap · 5 shared positions

$MUFG $BLK $MCD $SBUX $AXP

$568M

133 positions

#13R. W. Roge & Company, Inc.Active

Slight overlap · 3 shared positions

$MUFG $LMT $DIS

$239M

69 positions

#14Trust CoActive

Slight overlap · 3 shared positions

$MUFG $LMT $MCD

$1.1B

908 positions

#15Integris Wealth Management, LLCActive

Slight overlap · 3 shared positions

$MUFG $LMT $BA

$495M

131 positions

#16MISSION WEALTH MANAGEMENT, LPPassive

Slight overlap · 3 shared positions

$MUFG $BLK $BA

$8.2B

1,069 positions

#17Hughes Financial Services, LLCActive

Slight overlap · 3 shared positions

$MUFG $LMT $MCD

$755M

1,839 positions

#18ALBION FINANCIAL GROUP /UTPassive

Slight overlap · 5 shared positions

$LMT $BLK $MCD $SBUX $DIS

$1.7B

652 positions

#19Bedell Frazier Investment Counselling, LLC

Slight overlap · 5 shared positions

$LMT $BLK $MCD $BA $DIS

$495M

128 positions

#20Meridian Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$MUFG $LMT $MCD

$826M

125 positions

#21Buttonwood Financial Advisors Inc.Active

Slight overlap · 5 shared positions

$LMT $BLK $MCD $DIS $AXP

$329M

110 positions

#22Collier FinancialActive

Slight overlap · 6 shared positions

$LMT $BLK $SBUX $DIS $MCD $BA

$146M

141 positions

#23WINDWARD CAPITAL MANAGEMENT CO /CAActive

Slight overlap · 5 shared positions

$LMT $BLK $BA $DIS $NKE

$1.3B

73 positions

#24JNBA Financial AdvisorsActive

Slight overlap · 3 shared positions

$MUFG $MCD $DIS

$1.3B

830 positions

#25Morton Brown Family Wealth, LLCActive

Slight overlap · 3 shared positions

$MUFG $MCD $DIS

$441M

416 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.