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 Apella ,

13F Portfolio OverlapQ1 2026Apella , portfolio →

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Most similar hedge funds by 13F overlap

Apella Capital, LLC is an institutional investor managing $7.1B across 716 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 Apella , are Glass Jacobson Investment Advisors, Disciplined Investments,, Donalies Financial Planning,, with shared positions in $NKE, $NEE, $COP, $USB, $KKR, $DDOG. The full ranking of 25 similar funds is below.

#1Glass Jacobson Investment Advisors llcPassive

Notable overlap · 11 shared positions

$NKE $NEE $COP $USB $KKR $DDOG

$290M

607 positions

#2Disciplined Investments, LLCPassive

Notable overlap · 9 shared positions

$NKE $NEE $COP $USB $DDOG $UPST

$279M

141 positions

#3Donalies Financial Planning, LLCActive

Notable overlap · 9 shared positions

$NKE $KKR $NEE $DDOG $SNOW $BRZE

$117M

74 positions

#4Savant Capital, LLCActive

Notable overlap · 8 shared positions

$NKE $NEE $DDOG $SNOW $AMN $UNIT

$20.7B

1,500 positions

#5Altiora Financial Group, LLCActive

Notable overlap · 9 shared positions

$NKE $NEE $DDOG $SNOW $BRZE $UPST

$607M

110 positions

#6Focus Partners Advisor Solutions, LLCPassive

Notable overlap · 10 shared positions

$NKE $NEE $AMN $UNIT $BRZE $UPST

$9.9B

1,249 positions

#7Foster Group, Inc.Active

Notable overlap · 8 shared positions

$NKE $NEE $DDOG $AMN $UPST $UNIT

$3.4B

284 positions

#8Sterling Financial Planning, Inc.Active

Notable overlap · 8 shared positions

$NKE $KKR $COP $DDOG $SNOW $UNIT

$337M

117 positions

#9MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive

Notable overlap · 6 shared positions

$NKE $NEE $COP $USB $UNIT $SNOW

$634M

106 positions

#10Kestra Investment Management, LLCActive

Notable overlap · 6 shared positions

$NKE $NEE $DDOG $SNOW $XYZ $AMN

$5.8B

439 positions

#11Schubert & CoActive

Notable overlap · 5 shared positions

$NKE $NEE $KKR $AMN $COP

$123M

69 positions

#12DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$NKE $NEE $SNOW $AMN $UNIT $HUM

$249M

92 positions

#13Cambridge Financial Group, LLCActive

Notable overlap · 8 shared positions

$NKE $KKR $COP $USB $AMN $BRZE

$295M

168 positions

#14ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money

Notable overlap · 6 shared positions

$NKE $NEE $SNOW $AMN $UNIT $IAU

$167M

35 positions

#15FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 7 shared positions

$NKE $NEE $SNOW $UNIT $IAU $HUM

$754M

345 positions

#16Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 8 shared positions

$NKE $NEE $DDOG $AMN $USB $IAU

$1.1B

81 positions

#17OMNI 360 Wealth, Inc.Active

Notable overlap · 7 shared positions

$NKE $KKR $SNOW $XYZ $DDOG $NEE

$194M

125 positions

#18Evanson Asset Management, LLCActive

Notable overlap · 9 shared positions

$NKE $KKR $DDOG $BRZE $NEE $IAU

$1.9B

321 positions

#19Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 7 shared positions

$NKE $KKR $SNOW $BRZE $UPST $UNIT

$111M

63 positions

#20NORTHWEST WEALTH MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$NKE $NEE $AMN $UPST $UNIT $USB

$665M

255 positions

#21White Lighthouse Investment Management Inc.Active

Notable overlap · 11 shared positions

$KKR $COP $USB $AFRM $SNOW $BRZE

$721M

145 positions

#22Causey Wealth LLCActive

Notable overlap · 7 shared positions

$NKE $KKR $USB $BRZE $UPST $COP

$236M

81 positions

#23Stone Summit Wealth LLCActive

Notable overlap · 7 shared positions

$NKE $COP $USB $NEE $AMN $UNIT

$359M

142 positions

#24Timonier Family Office, LTD.

Notable overlap · 5 shared positions

$NKE $NEE $DDOG $IAU $USB

$315M

56 positions

#25CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 8 shared positions

$NKE $COP $KKR $AMN $BRZE $UNIT

$532M

162 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.