Hedge Funds Similar to Accurate Wealth ,

13F Portfolio OverlapQ1 2026Accurate Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Accurate Wealth Management, LLC is an institutional investor managing $1.0B across 576 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 Accurate Wealth , are CAPSTONE WEALTH GROUP,, LifePlan Financial,, Horizon Investment Services,, with shared positions in $COP, $NTRB, $ISRG, $SHW, $AMAT, $VLTO. The full ranking of 25 similar funds is below.

#1CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Slight overlap · 5 shared positions

$COP $NTRB $ISRG $SHW $AMAT

$239M

97 positions

#2LifePlan Financial, LLCPassive

Slight overlap · 4 shared positions

$COP $VLTO $NTRB $AMAT

$135M

83 positions

#3Horizon Investment Services, LLCPassive

Slight overlap · 4 shared positions

$COP $LRCX $NTRB $AMAT

$288M

137 positions

#4Commonwealth Retirement Investments LLCPassive

Slight overlap · 4 shared positions

$COP $LRCX $MO $AMAT

$323M

122 positions

#5Carr Financial Group CorpPassive

Slight overlap · 4 shared positions

$COP $NTRB $LRCX $AMAT

$379M

174 positions

#6Bank Julius Baer & Co. Ltd, ZurichActive

Slight overlap · 4 shared positions

$COP $LRCX $AMAT $ISRG

$33.2B

678 positions

#7Martin Capital Advisors, LLPActive

Slight overlap · 4 shared positions

$COP $LRCX $AMAT $ISRG

$158M

73 positions

#8GF FUND MANAGEMENT CO. LTD.Active

Slight overlap · 4 shared positions

$COP $LRCX $AMAT $ISRG

$6.0B

624 positions

#9SHELTON CAPITAL MANAGEMENTPassive

Slight overlap · 4 shared positions

$COP $LRCX $AMAT $ISRG

$4.6B

717 positions

#10Scott & Selber, Inc.Active

Slight overlap · 4 shared positions

$COP $LRCX $AMAT $ISRG

$387M

91 positions

#11KWMG, LLCActive

Slight overlap · 4 shared positions

$COP $LRCX $MO $SHW

$1.2B

147 positions

#12Worth Asset Management, LLCPassive

Slight overlap · 4 shared positions

$VLTO $LRCX $NTRB $AMAT

$268M

182 positions

#13Providence First Trust CoPassive

Slight overlap · 4 shared positions

$COP $LRCX $AMAT $SHW

$284M

179 positions

#14Braun-Bostich & Associates Inc.Passive

Slight overlap · 4 shared positions

$COP $LRCX $AMAT $VLTO

$160M

126 positions

#15Saranac Partners LtdPassive

Slight overlap · 4 shared positions

$COP $AMAT $VLTO $ISRG

$234M

103 positions

#16Seek First Inc.Active

Slight overlap · 4 shared positions

$VLTO $LRCX $AMAT $ISRG

$142M

58 positions

#17Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive

Slight overlap · 4 shared positions

$COP $MO $NTRB $LRCX

$5.8B

996 positions

#18BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Slight overlap · 4 shared positions

$COP $AMAT $ISRG $SHW

$2.4B

787 positions

#19WILLNER & HELLER, LLCPassive

Slight overlap · 4 shared positions

$LRCX $NTRB $AMAT $ISRG

$134M

161 positions

#20Eagle Wealth Advisors LLCPassive

Slight overlap · 4 shared positions

$LRCX $NTRB $AMAT $ISRG

$108M

98 positions

#21Wahed Invest LLCPassive

Slight overlap · 4 shared positions

$LRCX $AMAT $COP $ISRG

$770M

225 positions

#22STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive

Slight overlap · 4 shared positions

$VLTO $LRCX $MO $AMAT

$113M

82 positions

#23CARDEROCK CAPITAL MANAGEMENT INCPassive

Slight overlap · 4 shared positions

$LRCX $AON $ISRG $SHW

$405M

73 positions

#24MENORA MIVTACHIM HOLDINGS LTD.Active

Slight overlap · 4 shared positions

$LRCX $AMAT $ISRG $SHW

$21.1B

157 positions

#25Global X Japan Co., Ltd.Active

Slight overlap · 4 shared positions

$LRCX $AMAT $ISRG $MO

$1.9B

378 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.