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 Apollon Financial,

13F Portfolio OverlapQ1 2026Apollon Financial, portfolio →

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Most similar hedge funds by 13F overlap

Apollon Financial, LLC is an institutional investor managing $723M across 260 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 Apollon Financial, are Finward Bancorp, DAHRING {-} CUSMANO, Plan Group Financial,, with shared positions in $HUM, $NTRB, $AGQ, $MAR, $DUK, $SO. The full ranking of 25 similar funds is below.

#1Finward BancorpPassive

Some overlap · 6 shared positions

$HUM $NTRB $AGQ $MAR $DUK $SO

$125M

104 positions

#2DAHRING {-} CUSMANO LLCActive

Some overlap · 5 shared positions

$HUM $NTRB $JHG $IAU $WEC

$163M

58 positions

#3Plan Group Financial, LLCPassive

Some overlap · 7 shared positions

$HUM $NTRB $IAU $SO $DUK $REGN

$426M

229 positions

#4New England Private Wealth Advisors LLCActive

Some overlap · 7 shared positions

$HUM $JHG $MAR $IAU $AMN $AGQ

$866M

194 positions

#5MUIRFIELD WEALTH ADVISORS LLCPassive

Some overlap · 5 shared positions

$HUM $JHG $IAU $SAN $DUK

$136M

80 positions

#6MJP ASSOCIATES INC /ADVPassive

Some overlap · 4 shared positions

$HUM $JHG $AGQ $AMN

$824M

231 positions

#7Sherman Wealth Management LLCPassive

Some overlap · 4 shared positions

$HUM $NTRB $AGQ $AMN

$116M

80 positions

#8Advisor OS, LLCPassive

Some overlap · 5 shared positions

$HUM $JHG $AGQ $AMN $MAR

$1.4B

575 positions

#9Kraft, Davis & Associates, LLCPassive

Some overlap · 4 shared positions

$HUM $AGQ $SAN $SHW

$469M

151 positions

#10Avant Capital LLCPassive

Some overlap · 3 shared positions

$HUM $NTRB $AGQ

$142M

76 positions

#11Interactive Financial AdvisorsActive

Some overlap · 6 shared positions

$HUM $IAU $SAN $SHW $AEP $SO

$153M

78 positions

#12CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 4 shared positions

$HUM $NTRB $SHW $MAR

$105M

80 positions

#13Alexis Investment Partners, LLCActive

Some overlap · 4 shared positions

$HUM $NTRB $SHW $MAR

$145M

35 positions

#14Mosaic Advisors LLCPassive

Some overlap · 4 shared positions

$HUM $NTRB $SHW $MAR

$67M

42 positions

#15Aprio Wealth Management, LLCPassive

Some overlap · 5 shared positions

$HUM $JHG $AGQ $REGN $AMN

$1.8B

613 positions

#16Approach Retirement Advisors, LLCActive

Some overlap · 5 shared positions

$HUM $IAU $SO $DUK $AMN

$120M

79 positions

#17Vigilare Wealth ManagementActive

Some overlap · 3 shared positions

$HUM $JHG $AGQ

$296M

109 positions

#18Frederick Financial Consultants, LLCPassive

Some overlap · 4 shared positions

$HUM $AGQ $SHW $MAR

$201M

109 positions

#19Pitti Group Wealth Management, LLCActive

Some overlap · 5 shared positions

$HUM $AGQ $MAR $AMN $SHW

$123M

81 positions

#20Wheelhouse Advisory Group LLCActive

Some overlap · 4 shared positions

$HUM $NTRB $MAR $AMN

$302M

51 positions

#21Excelsior Advisor Network LLCPassive

Some overlap · 5 shared positions

$HUM $IAU $SAN $SO $AEP

$263M

226 positions

#22SMITH, MOORE & CO.Passive

Some overlap · 5 shared positions

$HUM $AGQ $JHG $IAU $MAR

$1.4B

558 positions

#23HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$HUM $JHG $SAN $MAR

$238M

142 positions

#24Howard Capital Management Inc.Active

Some overlap · 4 shared positions

$HUM $NTRB $SHW $AGQ

$6.1B

332 positions

#25Blackston Financial Advisory Group, LLCActive

Some overlap · 4 shared positions

$HUM $NTRB $MAR $DUK

$160M

106 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.