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 Accel Wealth

13F Portfolio OverlapQ1 2026Accel Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Accel Wealth Management is an institutional investor managing $444M across 305 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 Accel Wealth are Destiny Wealth Partners,, PFS Partners,, Ritter Daniher Financial Advisory / DE, with shared positions in $JHG, $MS, $NKE, $KKR, $APP, $HUM. The full ranking of 25 similar funds is below.

#1Destiny Wealth Partners, LLCPassive

Notable overlap · 7 shared positions

$JHG $MS $NKE $KKR $APP $HUM

$914M

1,148 positions

#2PFS Partners, LLCActive

Notable overlap · 5 shared positions

$JHG $MS $SLV $MU $IBM

$218M

590 positions

#3Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 4 shared positions

$JHG $MS $KKR $HUM

$589M

590 positions

#4YARGER WEALTH STRATEGIES, LLCPassive

Notable overlap · 4 shared positions

$MS $JHG $KKR $MU

$248M

125 positions

#5Flagship Capital Management Inc.Active

Notable overlap · 4 shared positions

$JHG $MS $NKE $IBM

$136M

48 positions

#6Orion Capital Management LLCPassive

Notable overlap · 6 shared positions

$JHG $KKR $HUM $PLTR $MS $IBM

$290M

485 positions

#7DAHRING {-} CUSMANO LLCActive

Notable overlap · 5 shared positions

$JHG $KKR $HUM $SLV $PLTR

$163M

58 positions

#8Quad-Cities Investment Group, LLCPassive

Notable overlap · 5 shared positions

$MS $JHG $DE $AGQ $KMI

$251M

200 positions

#9Crumly & Associates Inc.Passive

Notable overlap · 4 shared positions

$JHG $MS $NEM $SLV

$476M

200 positions

#10MRA Advisory GroupPassive

Notable overlap · 4 shared positions

$JHG $SAN $EVT $PLTR

$245M

142 positions

#11Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 7 shared positions

$JHG $PLTR $SHW $MS $MU $SLV

$144M

387 positions

#12CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$JHG $KKR $HUM $AGQ $IBM $MS

$648M

134 positions

#13truNorth Financial Services, Inc.Active

Notable overlap · 6 shared positions

$MS $KKR $HUM $SLV $PLTR $DE

$97M

49 positions

#14E6 Portfolios, LLCActive

Notable overlap · 4 shared positions

$JHG $NKE $MS $MU

$96M

58 positions

#15Bridgewealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$JHG $KKR $HUM $SLV

$482M

135 positions

#16WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $KKR $APP $HUM

$156M

139 positions

#17MJP ASSOCIATES INC /ADVPassive

Notable overlap · 5 shared positions

$JHG $HUM $AGQ $KKR $IBM

$824M

231 positions

#18Prasad Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$JHG $AGQ $PLTR $MU $IBM $SLV

$367M

146 positions

#19Signature Wealth Management Partners, LLCPassive

Notable overlap · 6 shared positions

$JHG $DE $NEM $AGQ $IBM $PLTR

$199M

116 positions

#20First Financial Group CorpActive

Notable overlap · 5 shared positions

$JHG $NKE $SHW $HUM $IBM

$122M

80 positions

#21INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$JHG $KKR $HUM $DE

$803M

181 positions

#22APS Management Group, Inc.Passive

Notable overlap · 3 shared positions

$MS $NKE $KKR

$117M

72 positions

#23DAGCO, INC.Passive

Notable overlap · 6 shared positions

$MS $KKR $HUM $SHW $JHG $SLV

$461M

353 positions

#24Medallion Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $KKR $NKE $HUM

$306M

1,121 positions

#25Weaver Consulting GroupPassive

Notable overlap · 4 shared positions

$JHG $MS $HUM $KKR

$420M

275 positions

Compare Accel Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Accel Wealth’s holdings

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.