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Hedge Funds Similar to Applied

13F Portfolio OverlapQ1 2026Applied portfolio →
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Most similar hedge funds by 13F overlap

Applied Capital LLC is an institutional investor managing $268M across 50 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 Applied are 25, Towneley , / DE, Sageworth, with shared positions in $BRZE, $NEE, $NKE, $IAU, $UPST, $DOV. The full ranking of 25 similar funds is below.

#125 LLCActive
Notable overlap · 3 shared positions
$BRZE$NEE$NKE
$324M
69 positions
#2Towneley Capital Management, Inc / DESmart money
Notable overlap · 6 shared positions
$BRZE$IAU$UPST$DOV$APP$NKE
$478M
42 positions
#3Sageworth Trust CoActive
Notable overlap · 5 shared positions
$BRZE$LEN$DOV$IAU$MAR
$2.3B
172 positions
#4White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$BRZE$IAU$MAR$UPST
$721M
145 positions
#5Verus Financial Partners, Inc.Smart money
Notable overlap · 5 shared positions
$BRZE$NKE$IAU$DOV$UPST
$1.1B
121 positions
#6Orcam Financial GroupSmart money
Notable overlap · 5 shared positions
$BRZE$UPST$IAU$MAR$DOV
$141M
62 positions
#7Altiora Financial Group, LLCActive
Notable overlap · 5 shared positions
$BRZE$NEE$IAU$NKE$UPST
$607M
110 positions
#8Estate Counselors, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$NKE$UPST
$1.1B
97 positions
#9Swisher Financial Concepts, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$IAU$NEE
$179M
102 positions
#10Financial Symmetry IncSmart money
Notable overlap · 3 shared positions
$BRZE$NKE$DOV
$281M
63 positions
#11Breakwater Investment ManagementPassive
Notable overlap · 4 shared positions
$BRZE$UPST$DOV$MAR
$269M
506 positions
#12Cornerstone Financial Group, LLC /NE/Active
Notable overlap · 4 shared positions
$BRZE$UPST$MAR$DOV
$156M
73 positions
#13David Kennon IncSmart money
Notable overlap · 3 shared positions
$BRZE$UPST$RELX
$279M
41 positions
#14St. Louis Trust CoActive
Notable overlap · 4 shared positions
$BRZE$LEN$DOV$NEE
$856M
145 positions
#15Charter Oak Capital Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$LEN$DOV
$1.3B
208 positions
#16Sellwood Investment Partners LLCSmart money
Notable overlap · 4 shared positions
$BRZE$UPST$DOV$NKE
$254M
59 positions
#17Briggs Wealth Management, IncSmart money
Notable overlap · 3 shared positions
$BRZE$IAU$MAR
$94M
58 positions
#18Genesis Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$BRZE$IAU$DOV
$150M
64 positions
#19M Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$DOV$OKE
$119M
55 positions
#20Capital Investment Management, Inc.Active
Notable overlap · 3 shared positions
$BRZE$NKE$IAU
$291M
125 positions
#21Global Endowment Management, LPActive
Notable overlap · 4 shared positions
$BRZE$DOV$APP$RELX
$896M
126 positions
#22Clarity Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$BRZE$UPST$NKE$MAR
$215M
95 positions
#23Vanguard National Trust CoActive
Notable overlap · 3 shared positions
$BRZE$DOV$MAR
$1.6B
751 positions
#24COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 3 shared positions
$BRZE$NEE$NKE
$97M
56 positions
#25Winter & Associates, Inc.Passive
Notable overlap · 3 shared positions
$BRZE$NKE$UPST
$114M
84 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.