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 Accretive Wealth Partners,

13F Portfolio OverlapQ1 2026Accretive Wealth Partners, portfolio →

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Most similar hedge funds by 13F overlap

Accretive Wealth Partners, LLC is an institutional investor managing $356M across 180 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 Accretive Wealth Partners, are Ariston Services Group, Ballast Financial Advisors, Wealth Care, with shared positions in $HUM, $KKR, $IAU, $COP, $MS, $TJX. The full ranking of 25 similar funds is below.

#1Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $KKR $IAU $COP

$167M

71 positions

#2Ballast Financial Advisors LLCActive

Notable overlap · 7 shared positions

$HUM $IAU $MS $KKR $TJX $COP

$98M

68 positions

#3Wealth Care LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $IAU

$113M

67 positions

#4Crews Bank & TrustPassive

Notable overlap · 6 shared positions

$HUM $KKR $MS $USB $MCD $CME

$690M

673 positions

#5CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 7 shared positions

$HUM $KKR $NTRB $PM $MCD $UNP

$105M

80 positions

#6Adirondack Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$HUM $KKR $MS $NTRB

$156M

44 positions

#7Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 6 shared positions

$KKR $IAU $HUM $MCD $MS $USB

$365M

111 positions

#8Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $NTRB $MCD

$160M

106 positions

#9Infinity Wealth Counsel, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $IAU

$109M

63 positions

#10SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 5 shared positions

$HUM $KKR $UNP $MPC $KO

$212M

66 positions

#11Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$HUM $KKR $NTRB $MS $COP $USB

$109M

1,311 positions

#12Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$HUM $KKR $COP $USB

$147M

13 positions

#13White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$KKR $IAU $HUM $COP $USB $PM

$721M

145 positions

#14WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $IAU $MCD $COP

$284M

123 positions

#15Lynx Investment AdvisoryPassive

Notable overlap · 6 shared positions

$GLDM $IAU $HUM $KKR $COP $USB

$209M

181 positions

#16Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $NTRB

$116M

80 positions

#17SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $USB $MCD $MPC

$272M

554 positions

#18Western Pacific Wealth Management, LPActive

Notable overlap · 4 shared positions

$HUM $KKR $MPC $SYY

$98M

197 positions

#19Piedmont Capital Management, LLCActive

Notable overlap · 6 shared positions

$KKR $GLDM $HUM $KO $USB $NTRB

$197M

50 positions

#20Bigelow Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$HUM $IAU $KKR $TJX $GD $USB

$250M

153 positions

#21Buska Wealth Management, LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $USB $WM $KO

$249M

74 positions

#22Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$KKR $IAU $MS $HUM $KO

$90M

65 positions

#23KDT Advisors, LLCPassive

Notable overlap · 6 shared positions

$KKR $HUM $PM $MCD $UNP $ADP

$63M

69 positions

#24FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $IAU $TJX

$176M

104 positions

#25Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$HUM $KKR $COP

$230M

21 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.