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Hedge Funds Similar to Aquire Wealth Advisors,

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

Aquire Wealth Advisors, LLC is an institutional investor managing $381M across 49 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 Aquire Wealth Advisors, are JDM Financial Group, LPWM, Uptown Financial Advisors, with shared positions in $GMM, $SCHW, $MDY, $UNIT, $EPAM, $APH. The full ranking of 25 similar funds is below.

#1JDM Financial Group LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$MDY
$259M
318 positions
#2LPWM LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$UNIT
$396M
94 positions
#3Uptown Financial Advisors LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$UNIT
$126M
76 positions
#4McNamara Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$GMM$UNIT$SCHW
$528M
99 positions
#5Brooklyn FI, LLCActive
Some overlap · 4 shared positions
$EPAM$GMM$SCHW$UNIT
$476M
78 positions
#6Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$GMM$EPAM$SCHW$UNIT
$525M
138 positions
#7Grey Fox Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$GMM$SCHW$EPAM$UNIT
$518M
140 positions
#8Diversified Portfolios, Inc.Active
Some overlap · 4 shared positions
$EPAM$SCHW$MDY$UNIT
$1.2B
174 positions
#9William Howard & Co Financial Advisors IncSmart money
Some overlap · 3 shared positions
$EPAM$SCHW$APH
$116M
54 positions
#10Greenspring Advisors, LLCActive
Some overlap · 3 shared positions
$EPAM$SCHW$UNIT
$1.6B
318 positions
#11Livet Wealth, LLCPassive
Some overlap · 4 shared positions
$GMM$SCHW$MDY$UNIT
$157M
117 positions
#12Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$APH
$2.3B
143 positions
#13HANOVER ADVISORS INCActive
Some overlap · 3 shared positions
$EPAM$SCHW$MDY
$246M
118 positions
#14Allen Capital Group, LLCPassive
Some overlap · 3 shared positions
$GMM$SCHW$APH
$1.1B
284 positions
#15SCS Capital Management LLCActive
Some overlap · 3 shared positions
$EPAM$SCHW$MDY
$9.4B
468 positions
#16Elm Partners Management LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$UNIT
$2.3B
158 positions
#17McClarren Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$EPAM$SCHW$UNIT
$169M
79 positions
#18Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$GMM$SCHW$UNIT
$255M
49 positions
#19Jacobs Equity LLCPassive
Some overlap · 3 shared positions
$GMM$SCHW$UNIT
$112M
105 positions
#20Rodgers & Associates, LTDActive
Some overlap · 3 shared positions
$GMM$SCHW$UNIT
$982M
101 positions
#21Foundation Wealth Management, LLC\PAActive
Some overlap · 4 shared positions
$EPAM$SCHW$GMM$UNIT
$284M
91 positions
#22HORIZON FINANCIAL SERVICES, LLCPassive
Slight overlap · 3 shared positions
$GMM$APH$UNIT
$226M
425 positions
#23Tortoise Investment Management, LLCPassive
Slight overlap · 3 shared positions
$GMM$SCHW$UNIT
$1.2B
252 positions
#24Geneos Wealth Management Inc.Passive
Slight overlap · 3 shared positions
$EPAM$GMM$SCHW
$4.3B
2,465 positions
#25Integrity Wealth Solutions LLCPassive
Slight overlap · 3 shared positions
$GMM$SCHW$UNIT
$255M
130 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.