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Hedge Funds Similar to Apella

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Apella are MORGAN DEMPSEY, SWS Partners, Citadel Investment Advisory, with shared positions in $GD, $PM, $WFC, $PEP, $UNP, $NOTV. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GD$PM$WFC$PEP$UNP
$233M
122 positions
#2SWS PartnersPassive
Slight overlap · 4 shared positions
$GD$PM$WFC$NOTV
$463M
108 positions
#3Citadel Investment Advisory, Inc.Active
Slight overlap · 4 shared positions
$GD$PM$WFC$PEP
$220M
76 positions
#4ProVise Management Group, LLCPassive
Slight overlap · 4 shared positions
$GD$PM$WFC$PEP
$1.5B
282 positions
#5Accretive Wealth Partners, LLCPassive
Slight overlap · 4 shared positions
$GD$PM$WFC$UNP
$412M
181 positions
#6CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Slight overlap · 4 shared positions
$GD$PM$WFC$UNP
$191M
102 positions
#7CULLEN INVESTMENT GROUP, LTD.Active
Slight overlap · 4 shared positions
$GD$PM$WFC$UNP
$827M
181 positions
#8FIRST NATIONAL BANK SIOUX FALLSActive
Slight overlap · 5 shared positions
$PM$WST$WFC$PEP$UNP
$366M
147 positions
#9Stokes Family Office, LLCPassive
Slight overlap · 4 shared positions
$PM$GD$DOV$PEP
$858M
272 positions
#10STUDIO INVESTMENT MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$GD$DOV$PEP$UNP
$592M
181 positions
#11HOWE & RUSLING INCPassive
Slight overlap · 4 shared positions
$GD$PM$PEP$UNP
$1.7B
479 positions
#12RKL Wealth Management LLCActive
Slight overlap · 4 shared positions
$GD$PM$PEP$UNP
$1.3B
189 positions
#13Peoples Bank/KSPassive
Slight overlap · 4 shared positions
$GD$WFC$PEP$UNP
$103M
98 positions
#14EDGAR LOMAX CO/VAActive
Slight overlap · 4 shared positions
$GD$WFC$PEP$UNP
$1.3B
58 positions
#15Leonard Rickey Investment Advisors P.L.L.C.Active
Slight overlap · 4 shared positions
$PM$DOV$GD$WFC
$637M
125 positions
#16LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Slight overlap · 4 shared positions
$PM$DOV$PEP$UNP
$2.5B
117 positions
#17Portside Wealth Group, LLCPassive
Slight overlap · 4 shared positions
$PM$DOV$WFC$PEP
$858M
515 positions
#18Pathway Financial Advisers, LLCPassive
Slight overlap · 4 shared positions
$PM$STLD$PEP$UNP
$397M
167 positions
#19Brendel Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$GD$DOV$WST
$216M
101 positions
#20Tranquilli Financial Advisor LLCPassive
Slight overlap · 3 shared positions
$GD$PM$WFC
$186M
135 positions
#21Trajan Wealth LLCActive
Slight overlap · 3 shared positions
$GD$PM$WFC
$2.6B
152 positions
#22Unique Wealth Strategies, LLCPassive
Slight overlap · 3 shared positions
$GD$PM$WFC
$275M
223 positions
#23Keystone Financial ServicesActive
Slight overlap · 3 shared positions
$GD$PM$WFC
$388M
131 positions
#24Oregon Pacific Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$GD$PM$WFC
$107M
115 positions
#25FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$GD$PM$WFC
$355M
257 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.