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 Aprio Wealth ,

13F Portfolio OverlapQ1 2026Aprio Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Aprio Wealth Management, LLC is an institutional investor managing $1.8B across 613 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 Aprio Wealth , are DAHRING {-} CUSMANO, WEBSTERROGERS FINANCIAL ADVISORS,, Financial Security Advisor,, with shared positions in $CRM, $JHG, $HUM, $BAH, $NEE, $DDOG. The full ranking of 25 similar funds is below.

#1DAHRING {-} CUSMANO LLCActive

Notable overlap · 4 shared positions

$CRM $JHG $HUM $BAH

$163M

58 positions

#2WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$NEE $HUM $DDOG $SCHW $MCD

$350M

95 positions

#3Financial Security Advisor, Inc.Active

Notable overlap · 5 shared positions

$REGN $JHG $BAH $WT $MCD

$544M

160 positions

#4Northwest Financial AdvisorsPassive

Notable overlap · 5 shared positions

$JHG $CRM $AGQ $BAH $HUM

$52M

66 positions

#5Paragon Capital Management LtdActive

Notable overlap · 7 shared positions

$REGN $CRM $HUM $DDOG $AGQ $AMN

$476M

199 positions

#6Kane Co Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$NEE $DDOG $WT $AMN

$119M

51 positions

#7CPA Asset Management LLCActive

Notable overlap · 5 shared positions

$NEE $HUM $MCD $ALPS $MS

$298M

99 positions

#8Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$NEE $ALPS $MCD

$286M

80 positions

#9Boyer Financial Services, Inc.Active

Notable overlap · 3 shared positions

$CRM $ALPS $BAH

$94M

44 positions

#10Timonier Family Office, LTD.

Notable overlap · 3 shared positions

$NEE $DDOG $AGQ

$315M

56 positions

#11Per Stirling Capital Management, LLC.Passive

Notable overlap · 8 shared positions

$JHG $BAH $AGQ $WT $MS $HUM

$905M

310 positions

#12Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$CRM $HUM $BAH

$151M

54 positions

#13OakTrust Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$REGN $BAH $HUM $WT $CRM $AMN

$110M

68 positions

#14Savant Capital, LLCActive

Notable overlap · 4 shared positions

$NEE $WT $DDOG $AMN

$20.7B

1,500 positions

#15Advance Capital Management, Inc.Smart money

Notable overlap · 5 shared positions

$CRM $JHG $MS $WT $MCD

$2.6B

185 positions

#16Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$REGN $NEE $HUM $WT

$170M

48 positions

#17FINANCIAL CONSULATE, INCActive

Notable overlap · 3 shared positions

$NEE $BAH $SCHW

$803M

1,402 positions

#18Meredith Wealth PlanningActive

Notable overlap · 4 shared positions

$NEE $DDOG $AMN $MCD

$369M

70 positions

#19RiverTree Advisors, LLCPassive

Notable overlap · 3 shared positions

$REGN $JHG $ALPS

$158M

60 positions

#20Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 4 shared positions

$NEE $DDOG $AMN $REGN

$1.1B

81 positions

#21MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 3 shared positions

$NEE $DDOG $AMN

$295M

82 positions

#22PCG Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$CRM $REGN $BAH $JHG $WT $AMN

$395M

164 positions

#23Kestra Investment Management, LLCActive

Notable overlap · 6 shared positions

$NEE $DDOG $JHG $WT $AMN $SCHW

$5.8B

439 positions

#24Base Wealth Management LLCActive

Notable overlap · 5 shared positions

$CRM $HUM $NEE $SCHW $AMN

$179M

60 positions

#25Sanchez Wealth Management GroupActive

Notable overlap · 5 shared positions

$REGN $JHG $WT $AGQ $MS

$462M

53 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.