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Hedge Funds Similar to Apollon Wealth ,

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

Apollon Wealth Management, LLC is an institutional investor managing $6.2B across 1,403 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 Apollon Wealth , are Focused Wealth ,, NCM ,, Stonebridge Financial Planning Group,, with shared positions in $USB, $MAR, $JHG, $IBM, $GE, $GEV. The full ranking of 25 similar funds is below.

#1Focused Wealth Management, IncActive
Some overlap · 6 shared positions
$USB$MAR$JHG$IBM$GE$GEV
$964M
228 positions
#2NCM Capital Management, LLCPassive
Some overlap · 5 shared positions
$USB$GEV$GLW$AMN$IBM
$279M
185 positions
#3Stonebridge Financial Planning Group, LLCPassive
Some overlap · 4 shared positions
$USB$MAR$JHG$SNOW
$272M
171 positions
#4Capital Advisors Wealth Management, LLCPassive
Some overlap · 4 shared positions
$USB$MAR$AMN$SNOW
$745M
219 positions
#5XML Financial, LLCPassive
Some overlap · 4 shared positions
$USB$MAR$IBM$SNOW
$1.2B
421 positions
#6BigSur Wealth Management LLCPassive
Some overlap · 4 shared positions
$MAR$USB$GEV$GE
$356M
163 positions
#7Armstrong, Fleming & Moore, IncActive
Some overlap · 5 shared positions
$MAR$GEV$IBM$GE$SNOW
$236M
108 positions
#8Northwest Financial AdvisorsPassive
Some overlap · 5 shared positions
$MAR$JHG$GEV$IBM$GE
$52M
66 positions
#9Hillcrest Wealth Advisors - NY, LLCActive
Some overlap · 4 shared positions
$USB$MAR$GE$SNOW
$247M
51 positions
#10First Bancorp, Inc /ME/Active
Some overlap · 5 shared positions
$MAR$GEV$IBM$GE$SNOW
$201M
132 positions
#11Archvest Wealth Advisors, Inc.Active
Some overlap · 5 shared positions
$USB$GEV$IBM$GE$SNOW
$155M
74 positions
#12PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$USB$GEV$GLW$GE
$162M
117 positions
#13IFS Group,LLCPassive
Some overlap · 4 shared positions
$USB$GEV$GLW$GE
$112M
144 positions
#14CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$USB$JHG$MAR$AMN
$309M
132 positions
#15Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$USB$MAR$GLW
$190M
104 positions
#16Grove Street Fiduciary, LLCActive
Some overlap · 5 shared positions
$MAR$GEV$IBM$GE$SNOW
$227M
74 positions
#17Drum Hill Capital, LLCActive
Some overlap · 5 shared positions
$USB$IBM$GLW$GE$GEV
$109M
46 positions
#18Hershey Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$MAR$GEV$GLW$SNOW
$116M
80 positions
#19OMC Financial Services LTDActive
Some overlap · 4 shared positions
$MAR$GEV$GLW$SNOW
$258M
64 positions
#20WESPAC Advisors SoCal, LLCPassive
Some overlap · 5 shared positions
$GEV$JHG$AMN$IBM$GE
$470M
119 positions
#21Carl P. Sherr & Co., LLCPassive
Some overlap · 4 shared positions
$USB$MAR$IBM$SNOW
$213M
124 positions
#22SMART Wealth LLCPassive
Some overlap · 4 shared positions
$USB$GLW$IBM$GE
$341M
207 positions
#23Quaker Wealth Management, LLCActive
Some overlap · 3 shared positions
$USB$MAR$JHG
$320M
972 positions
#24Lauterbach Financial Advisors, LLCActive
Some overlap · 5 shared positions
$MAR$GEV$AMN$GE$SNOW
$205M
79 positions
#25SAGE RHINO CAPITAL LLCPassive
Some overlap · 4 shared positions
$USB$JHG$AMN$SNOW
$535M
330 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.