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 ACIMA PRIVATE WEALTH,

13F Portfolio OverlapQ1 2026ACIMA PRIVATE WEALTH, portfolio →

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Most similar hedge funds by 13F overlap

ACIMA PRIVATE WEALTH, LLC is an institutional investor managing $344M across 173 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 ACIMA PRIVATE WEALTH, are TRUE Private Wealth Advisors, ForthRight Wealth ,, Avantax Planning Partners,, with shared positions in $DJP, $RL, $MAR, $XYZ, $DDOG, $SNOW. The full ranking of 25 similar funds is below.

#1TRUE Private Wealth AdvisorsPassive

Some overlap · 3 shared positions

$DJP $RL $MAR

$1.0B

266 positions

#2ForthRight Wealth Management, LLCActive

Some overlap · 6 shared positions

$XYZ $DDOG $SNOW $PGR $COP $HUM

$353M

75 positions

#3Avantax Planning Partners, Inc.Active

Some overlap · 5 shared positions

$XYZ $HUM $LMT $SNOW $COP

$3.6B

435 positions

#4UNIQUE WEALTH, LLCPassive

Some overlap · 6 shared positions

$DJP $XYZ $DDOG $SHW $MAR $MCD

$723M

182 positions

#5SQUARE PEG CAPITAL PTY LTDActive

Some overlap · 3 shared positions

$XYZ $DDOG $SNOW

$75M

10 positions

#6Kozak & Associates, Inc.Active

Some overlap · 5 shared positions

$XYZ $SHW $LMT $MAR $MCD

$576M

451 positions

#7Econ Financial Services CorpPassive

Some overlap · 5 shared positions

$XYZ $LOW $MCD $UNP $ITW

$215M

74 positions

#8Peak Financial Management, Inc.Active

Some overlap · 3 shared positions

$XYZ $DJP $NOW

$394M

100 positions

#9Hughes Financial Services, LLCActive

Some overlap · 5 shared positions

$XYZ $HUM $NOW $MCD $LMT

$651M

1,720 positions

#10Lane Generational LLCPassive

Some overlap · 3 shared positions

$XYZ $NOW $MELI

$126M

39 positions

#11Midwest Financial Partners Investments, Inc.Active

Some overlap · 3 shared positions

$XYZ $NOW $DDOG

$189M

76 positions

#12Roof Eidam Maycock Peralta, LLCActive

Some overlap · 5 shared positions

$RL $XYZ $HUM $NOW $SHW

$436M

125 positions

#13FSM Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$XYZ $SHW $PGR

$778M

317 positions

#14Ravenswood Partners LPPassive

Some overlap · 3 shared positions

$XYZ $NOW $MELI

$271M

35 positions

#15Certified Advisory CorpPassive

Some overlap · 5 shared positions

$XYZ $MAR $LMT $SNOW $COP

$1.1B

318 positions

#16POWER WEALTH MANAGEMENT LLCActive

Some overlap · 3 shared positions

$XYZ $HUM $COP

$269M

96 positions

#17Sunrise Financial Services, LLCPassive

Some overlap · 3 shared positions

$XYZ $MAR $COP

$141M

622 positions

#18Goldstone Financial Group, LLCPassive

Some overlap · 3 shared positions

$XYZ $MAR $COP

$922M

228 positions

#19MATHER GROUP, LLC.Active

Some overlap · 7 shared positions

$RL $DDOG $NOW $SNOW $MCD $LOW

$10.0B

1,896 positions

#20Elmwood Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$XYZ $DDOG $HUM $UNP

$362M

178 positions

#21Carmignac GestionActive

Some overlap · 4 shared positions

$XYZ $NOW $MELI $VRTX

$6.5B

112 positions

#22Baltimore-Washington Financial Advisors, Inc.Active

Some overlap · 4 shared positions

$XYZ $MAR $HUM $BKNG

$2.3B

186 positions

#23Bruce G. Allen Investments, LLCPassive

Some overlap · 4 shared positions

$DJP $SNOW $UNP $HUM

$153M

1,084 positions

#24ARKANSAS FINANCIAL GROUP, INC.Active

Some overlap · 4 shared positions

$XYZ $MAR $RL $MCD

$717M

94 positions

#25Philadelphia Investment Partners, LLCPassive

Some overlap · 3 shared positions

$XYZ $MAR $BKNG

$147M

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.