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Hedge Funds Similar to EPACRIA PARTNERS

13F Portfolio OverlapQ2 2026EPACRIA PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

EPACRIA CAPITAL PARTNERS, LLC is an institutional investor managing $130M across 24 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to EPACRIA PARTNERS are INVESTMENT ASSOCIATES, Lifetime Wealth P.C., Progeny 3, with shared positions in $BSM, $PM, $EPD, $BTI, $CNQ, $WSE. The full ranking of 22 similar funds is below.

#1INVESTMENT MANAGEMENT ASSOCIATES INC /ADVActive
Substantial overlap · 6 shared positions
$BSM$PM$EPD$BTI$CNQ$WSE
$487M
31 positions
#2Lifetime Wealth Management P.C.
Notable overlap · 4 shared positions
$CNQ$BTI$HCC$EPD
$171M
90 positions
#3Progeny 3, Inc.Active
Notable overlap · 3 shared positions
$IBKR$EPD$HCC
$1.9B
29 positions
#4Mudita Advisors LLPSmart money
Notable overlap · 3 shared positions
$CNQ$HCC$BSM
$481M
24 positions
#5PENN DAVIS MCFARLAND INCActive
Some overlap · 3 shared positions
$EPD$BSM$CHKP
$1.1B
79 positions
#6AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PM$BTI$AFL
$745M
184 positions
#7HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$PM$EPD$EXPD
$252M
43 positions
#8Meixler Investment Management, Ltd.Passive
Some overlap · 3 shared positions
$EPD$CNQ$FRPH
$181M
90 positions
#9AR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$PM$EPD$BTI
$546M
122 positions
#10Harbor Advisors LLCActive
Some overlap · 3 shared positions
$CNQ$IBKR$NTB
$795M
194 positions
#11Wealth Science Advisors LLCActive
Some overlap · 3 shared positions
$BTI$PM$CNQ
$225M
97 positions
#12Ninety One UK LtdPassive
Some overlap · 3 shared positions
$PM$IBKR$CHKP
$44.7B
271 positions
#13U.S. Capital Wealth Advisors, LLC
Some overlap · 3 shared positions
$EPD$CNQ$BTI
$4.0B
1,008 positions
#14Optimist Retirement Group LLCActive
Some overlap · 3 shared positions
$PM$BTI$EPD
$259M
118 positions
#15Guilbault Capital LLCPassive
Some overlap · 3 shared positions
$PM$BTI$MAA
$100M
73 positions
#1644 WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PM$BTI$VIRT
$302M
184 positions
#17Value Investment Professionals, LLCPassive
Slight overlap · 3 shared positions
$PM$BTI$AFL
$119M
97 positions
#18Sound View Wealth Advisors Group, LLCPassive
Slight overlap · 3 shared positions
$EPD$PM$AFL
$1.6B
440 positions
#19Private Harbour Investment Management & Counsel, LLCActive
Slight overlap · 3 shared positions
$CHKP$AFL$EPD
$84M
36 positions
#20Turtle Creek Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$EPD$AFL$PM
$1.9B
515 positions
#21BARNES PETTEY FINANCIAL ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$AFL$EPD$MAA
$319M
175 positions
#22CMG Global Holdings, LLCPassive
Slight overlap · 3 shared positions
$EPD$PM$BTI
$236M
100 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.