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Hedge Funds Similar to Auour Investments

13F Portfolio OverlapQ1 2026Auour Investments portfolio →
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Most similar hedge funds by 13F overlap

Auour Investments LLC is an institutional investor managing $318M across 91 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 Auour Investments are 1 NORTH WEALTH SERVICES, Quaker Wealth ,, Richmond Investment Services,, with shared positions in $JHG, $USB, $ALPS, $WT, $KKR, $AGQ. The full ranking of 25 similar funds is below.

#11 NORTH WEALTH SERVICES LLCPassive
Notable overlap · 4 shared positions
$JHG$USB$ALPS$WT
$277M
270 positions
#2Quaker Wealth Management, LLCActive
Notable overlap · 3 shared positions
$JHG$USB$KKR
$320M
972 positions
#3Richmond Investment Services, LLCPassive
Notable overlap · 4 shared positions
$JHG$USB$AGQ$SHW
$619M
255 positions
#4EPIQ PARTNERS, LLCPassive
Some overlap · 4 shared positions
$JHG$USB$EPAM$SCHW
$214M
83 positions
#5Divergent Planning, LLC
Some overlap · 3 shared positions
$JHG$USB$MS
$392M
36 positions
#6CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$JHG$USB$ALPS$WT$AMGN
$309M
132 positions
#7VIAWEALTH, LLCPassive
Some overlap · 5 shared positions
$JHG$USB$AGQ$SCHW$AMGN
$180M
159 positions
#8Petix & Botte CoPassive
Some overlap · 6 shared positions
$JHG$USB$KKR$GLDM$AGQ$SCHW
$449M
137 positions
#9New England Private Wealth Advisors LLCActive
Some overlap · 6 shared positions
$JHG$KKR$GLDM$AGQ$EPAM$WT
$866M
194 positions
#10Bulwark Capital CorpActive
Some overlap · 7 shared positions
$JHG$KKR$ALPS$GLDM$WT$MS
$162M
100 positions
#11INSPIRION WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$JHG$KKR$GLDM$CNS$WT
$803M
181 positions
#12Clearwater Capital Advisors, LLCActive
Some overlap · 5 shared positions
$JHG$USB$KKR$WT$AGQ
$1.2B
177 positions
#13WT Wealth ManagementPassive
Some overlap · 6 shared positions
$JHG$USB$GLDM$SCHW$WT$SHW
$336M
138 positions
#14Financial Enhancement Group LLCPassive
Some overlap · 5 shared positions
$JHG$USB$GLDM$KKR$WT
$807M
135 positions
#15Ritter Daniher Financial Advisory LLC / DEActive
Some overlap · 6 shared positions
$JHG$KKR$SCHW$CTAS$WT$MS
$589M
590 positions
#16Accel Wealth ManagementPassive
Some overlap · 5 shared positions
$JHG$KKR$AGQ$MS$SHW
$383M
290 positions
#17CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$JHG$KKR$AGQ$MS
$648M
134 positions
#18Guardian Financial Partners, LLCActive
Some overlap · 3 shared positions
$JHG$KKR$ALPS
$237M
67 positions
#19Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$JHG$USB$SCHW$SHW
$192M
70 positions
#20Medallion Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$JHG$KKR$SCHW$WT
$306M
1,121 positions
#21Clearview Wealth Advisors LLC
Some overlap · 4 shared positions
$JHG$KKR$GLDM$SCHW
$158M
103 positions
#22Orion Capital Management LLCPassive
Some overlap · 4 shared positions
$JHG$KKR$SCHW$MS
$290M
485 positions
#23YARGER WEALTH STRATEGIES, LLCPassive
Some overlap · 4 shared positions
$JHG$KKR$WT$MS
$248M
125 positions
#24Three Cord True Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$JHG$USB$AGQ
$180M
39 positions
#25Leelyn Smith, LLCPassive
Some overlap · 3 shared positions
$JHG$KKR$SCHW
$713M
154 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.