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Hedge Funds Similar to APS Group,

13F Portfolio OverlapQ1 2026APS Group, portfolio →
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Most similar hedge funds by 13F overlap

APS Management Group, Inc. is an institutional investor managing $130M across 77 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 APS Group, are DAGCO,, Wolff Financial, truNorth Financial Services,, with shared positions in $MS, $KKR, $MAR, $COP, $DHR, $GMM. The full ranking of 25 similar funds is below.

#1DAGCO, INC.Passive
Notable overlap · 5 shared positions
$MS$KKR$MAR$COP$DHR
$461M
353 positions
#2Wolff Financial Management LLCActive
Notable overlap · 5 shared positions
$MS$KKR$COP$MAR$GMM
$453M
103 positions
#3truNorth Financial Services, Inc.Active
Notable overlap · 3 shared positions
$MS$KKR$COP
$97M
49 positions
#4White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$KKR$MAR$DHR$COP$NOW
$721M
145 positions
#5Presidio Capital Management, LLCActive
Notable overlap · 4 shared positions
$MS$GSAT$BA$NOW
$344M
79 positions
#6Talisman Wealth Advisors LLCPassive
Notable overlap · 3 shared positions
$MS$KKR$MAR
$124M
101 positions
#7Capital Planning LLCActive
Notable overlap · 3 shared positions
$MS$MAR$BA
$307M
82 positions
#8Adirondack Capital Advisors, LLCSmart money
Notable overlap · 3 shared positions
$MS$KKR$DHR
$156M
44 positions
#9Rooted Wealth Advisors, Inc.Active
Notable overlap · 6 shared positions
$MS$KKR$GSAT$DHR$QUBT$GMM
$379M
144 positions
#10YARGER WEALTH STRATEGIES, LLCPassive
Notable overlap · 3 shared positions
$MS$KKR$NOW
$248M
125 positions
#11BEACON ADVISORS HOLDINGS, LLCActive
Notable overlap · 3 shared positions
$MS$KKR$MAR
$187M
37 positions
#12Solutions 4 Wealth, LtdPassive
Notable overlap · 6 shared positions
$DHR$GSAT$MAR$COP$GILD$QUBT
$66M
55 positions
#13Cambridge Financial Group, LLCPassive
Notable overlap · 7 shared positions
$NKE$MS$KKR$DHR$COP$GMM
$295M
168 positions
#14Tandem Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$MS$MAR$COP$BA
$224M
47 positions
#15Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$KKR$DHR$MS
$90M
65 positions
#16FIDUCIARY ADVISORS, INC.Active
Notable overlap · 5 shared positions
$KKR$DHR$COP$MAR$BA
$133M
121 positions
#17Forum Private Client Group LLCActive
Notable overlap · 3 shared positions
$KKR$DHR$COP
$300M
80 positions
#18Tide Cove Capital Partners LLCSmart money
Notable overlap · 3 shared positions
$KKR$DHR$COP
$147M
13 positions
#19VANTAGEPOINT INVESTMENT ADVISERS LLCActive
Notable overlap · 4 shared positions
$KKR$MAR$MS$GMM
$11.8B
55 positions
#20Schubert & CoActive
Notable overlap · 4 shared positions
$DHR$NKE$KKR$COP
$123M
69 positions
#21Financial Perspectives, IncPassive
Notable overlap · 4 shared positions
$KKR$MAR$MS$GILD
$358M
716 positions
#22Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 4 shared positions
$KKR$DHR$GILD$TXN
$462M
228 positions
#23Fairway Financial, LLCActive
Notable overlap · 3 shared positions
$MS$MAR$NOW
$132M
23 positions
#24American Alpha Advisors, LLCActive
Notable overlap · 4 shared positions
$GSAT$NOW$GILD$COP
$188M
96 positions
#25Sterling Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$KKR$NKE$COP
$337M
117 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.