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Hedge Funds Similar to Acorn Wealth Advisors,

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

Acorn Wealth Advisors, LLC is an institutional investor managing $343M across 264 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 Acorn Wealth Advisors, are FINANCIAL ADVISORY PARTNERS,, FOCUSED ALPHA,, DDFG,, with shared positions in $HUM, $MS, $NEE, $LOW, $OKE, $FCFS. The full ranking of 25 similar funds is below.

#1FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$HUM$MS$NEE$LOW
$354M
66 positions
#2FOCUSED ALPHA, LLCPassive
Some overlap · 5 shared positions
$OKE$MS$FCFS$HUM$GE
$324M
247 positions
#3DDFG, IncActive
Some overlap · 3 shared positions
$HUM$MS$SLV
$464M
86 positions
#4Centerpoint Advisory GroupPassive
Some overlap · 3 shared positions
$HUM$MS$OKE
$133M
108 positions
#5WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 5 shared positions
$HUM$SLV$NEE$CSX$OKE
$284M
123 positions
#6FLAGSTAR ADVISORS INC.Passive
Some overlap · 5 shared positions
$HUM$MS$MDY$SLV$FCFS
$276M
174 positions
#7DAGCO, INC.Passive
Some overlap · 5 shared positions
$HUM$MS$NEE$CSX$SLV
$461M
353 positions
#8Strategic Financial Concepts, LLCPassive
Some overlap · 4 shared positions
$HUM$MS$LOW$OKE
$405M
298 positions
#9RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$HUM$MS$IBM
$181M
96 positions
#10Good Harbor Advisors, Inc.Passive
Some overlap · 5 shared positions
$HUM$NEE$SO$MDY$GE
$92M
82 positions
#11M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HUM$NEE$CSX$SO
$130M
35 positions
#12Stanich Group LLCSmart money
Some overlap · 4 shared positions
$HUM$SLV$MDY$MS
$131M
47 positions
#13Confluence Wealth Services, Inc.Active
Some overlap · 3 shared positions
$HUM$MS$NEE
$2.6B
365 positions
#14Wolfstich Capital, LLCActive
Some overlap · 3 shared positions
$HUM$OKE$IBM
$114M
45 positions
#15Adirondack Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$HUM$MS$GE
$156M
44 positions
#16Hubbell Strickland Wealth Management, LLCActive
Some overlap · 3 shared positions
$HUM$MS$IBM
$251M
83 positions
#17PETERSON WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$HUM$NEE$MDY
$172M
166 positions
#18Hoese & Co LLPActive
Some overlap · 3 shared positions
$HUM$MS$MDY
$135M
135 positions
#19Provenance Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$HUM$MS$IBM
$945M
412 positions
#20Post Resch Tallon Group Inc.Passive
Some overlap · 3 shared positions
$HUM$MS$IBM
$124M
120 positions
#21Fingerlakes Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$MS$NEE$LOW$CSX$HUM$IBM
$151M
97 positions
#22Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$HUM$MS$GLDM
$356M
180 positions
#23Crews Bank & TrustPassive
Some overlap · 3 shared positions
$HUM$MS$MDY
$690M
673 positions
#24WEST PACES ADVISORS INC.Active
Some overlap · 5 shared positions
$HUM$MDY$CSX$SO$NEE
$516M
197 positions
#25Selby Wealth Management, LLCActive
Some overlap · 3 shared positions
$HUM$MS$MDY
$254M
81 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.