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 Acumen Wealth Advisors,

13F Portfolio OverlapQ1 2026Acumen Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Acumen Wealth Advisors, LLC is an institutional investor managing $372M across 439 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 Acumen Wealth Advisors, are Grantham, Mayo, Van Otterloo &, Cincinnati Specialty Underwriters Insurance, CINCINNATI INSURANCE, with shared positions in $LRCX, $TMO, $USB, $ABT, $TXN, $CRM. The full ranking of 25 similar funds is below.

#1Grantham, Mayo, Van Otterloo & Co. LLCActive

Notable overlap · 17 shared positions

$LRCX $TMO $USB $ABT $TXN $CRM

$39.1B

628 positions

#2Cincinnati Specialty Underwriters Insurance COActive

Some overlap · 7 shared positions

$TMO $LRCX $USB $TJX $UNH $ABT

$412M

46 positions

#3CINCINNATI INSURANCE COActive

Some overlap · 6 shared positions

$LRCX $USB $ABT $TJX $UNH $ACN

$6.6B

63 positions

#4Gs Investments, Inc.Passive

Some overlap · 7 shared positions

$TMO $USB $CRM $KLAC $UNH $UBER

$175M

134 positions

#5McLaughlin Asset Management, Inc.Passive

Some overlap · 6 shared positions

$LRCX $KO $TMO $TJX $KLAC $ISRG

$105M

91 positions

#6Guinness Atkinson Asset Management IncPassive

Some overlap · 6 shared positions

$LRCX $TMO $CRM $KLAC $KO $TXN

$200M

123 positions

#7Westerkirk Capital Inc.Active

Some overlap · 6 shared positions

$LRCX $TMO $TXN $TJX $KLAC $UNH

$929M

208 positions

#8SHUFRO ROSE & CO LLCActive

Some overlap · 7 shared positions

$TMO $USB $TXN $HLT $CRM $KLAC

$1.5B

307 positions

#9NICHOLAS COMPANY, INC.Active

Some overlap · 6 shared positions

$TMO $TXN $LRCX $KO $TJX $KLAC

$5.1B

203 positions

#10Eldred Rock Partners, LLCActive

Some overlap · 5 shared positions

$LRCX $TMO $TXN $UL $ACN

$393M

31 positions

#11Canada Post Corp Registered Pension PlanActive

Some overlap · 9 shared positions

$LRCX $UNH $CRM $TMO $TXN $ABT

$2.5B

493 positions

#12United Super Pty Ltd in its capacity as Trustee for the ConsActive

Some overlap · 6 shared positions

$LRCX $ABT $TMO $CRM $ISRG $ACN

$5.3B

185 positions

#13Wahed Invest LLCPassive

Some overlap · 10 shared positions

$KO $LRCX $KLAC $TMO $TXN $ABT

$770M

225 positions

#14Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$LRCX $TMO $TXN $KLAC $TJX

$7.0B

103 positions

#15EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$USB $ABT $TXN $KO $UNH $ACN

$1.4B

56 positions

#16HM PAYSON & COPassive

Some overlap · 5 shared positions

$LRCX $TMO $HLT $TJX $ACN

$6.9B

1,124 positions

#17Kuhn & Co Investment CounselPassive

Some overlap · 4 shared positions

$DDOG $LRCX $TXN $ACN

$155M

142 positions

#18Cetera Trust Company, N.APassive

Some overlap · 5 shared positions

$LRCX $TMO $KO $CRM $UNH

$177M

351 positions

#19Palisade Asset Management, LLCActive

Some overlap · 6 shared positions

$USB $ABT $TXN $TJX $UNH $ACN

$996M

195 positions

#20DEEPWATER ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$DDOG $LRCX $ISRG $UBER

$158M

39 positions

#21Miller Capital Partners, Inc.Passive

Some overlap · 5 shared positions

$LRCX $USB $DDOG $KLAC $TJX

$208M

262 positions

#22RE ADVISERS CORPActive

Some overlap · 5 shared positions

$LRCX $ABT $TJX $UNH $CI

$3.7B

111 positions

#23Distillate Capital Partners LLCPassive

Some overlap · 7 shared positions

$ABT $CRM $UNH $UBER $CI $ACN

$1.9B

118 positions

#24BDF-GESTIONActive

Some overlap · 8 shared positions

$LRCX $ISRG $CRM $KO $KLAC $TXN

$749M

144 positions

#25Center for Wealth Management AdvisoryActive

Some overlap · 6 shared positions

$USB $ABT $KO $UNH $CI $ACN

$139M

62 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.