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Hedge Funds Similar to Apollon Financial

13F Portfolio OverlapQ2 2026Apollon Financial portfolio →
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Most similar hedge funds by 13F overlap

Apollon Financial, LLC is an institutional investor managing $848M across 294 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 Apollon Financial are Plan Group Financial, High Point Wealth, Energy Income Partners, with shared positions in $IAU, $SO, $DUK, $AEP, $WEC, $EPD. The full ranking of 25 similar funds is below.

#1Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$SO$DUK$AEP
$486M
249 positions
#2High Point Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SO$IAU$DUK$AEP
$122M
250 positions
#3Energy Income Partners, LLCActive
Some overlap · 5 shared positions
$SO$DUK$WEC$AEP$EPD
$6.4B
88 positions
#4VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$SO$DUK$WEC$AEP$DE
$5.0B
245 positions
#5MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$SO$DUK$WEC$AEP$DE
$491M
120 positions
#6Northstar Financial Companies, Inc.Passive
Some overlap · 4 shared positions
$IAU$DUK$SO$AEP
$148M
117 positions
#7Smith Thornton Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$SO$DUK
$227M
140 positions
#8OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$SO$DUK$WEC$AEP
$2.7B
54 positions
#9TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$SO$WEC$DE
$134M
101 positions
#10Skyline Advisors, Inc.Active
Some overlap · 4 shared positions
$IAU$SO$DE$BA
$319M
123 positions
#11CAPITAL & PLANNING, LLCActive
Some overlap · 3 shared positions
$SO$IAU$DUK
$194M
45 positions
#12Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SO$DE
$955M
337 positions
#13Magellan Asset Management LtdActive
Some overlap · 4 shared positions
$SO$DUK$WEC$AEP
$4.5B
78 positions
#14Dougherty & Associates, LLCActive
Some overlap · 5 shared positions
$SO$DUK$WEC$BA$AEP
$125M
52 positions
#15Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$IAU$SO$AEP
$164M
74 positions
#16Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$IAU$DUK$SO$EPD$BA
$212M
171 positions
#17Empower Advisory Group, LLCActive
Some overlap · 3 shared positions
$IAU$DUK$SO
$41.9B
532 positions
#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SO$DUK$WEC
$233M
122 positions
#19OmniStar Financial Group, Inc.Passive
Some overlap · 3 shared positions
$SO$DUK$AEP
$217M
118 positions
#20LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$SO$DUK$AEP
$213M
124 positions
#21ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 3 shared positions
$SO$DUK$AEP
$604M
159 positions
#22apricus wealth, LLCPassive
Some overlap · 3 shared positions
$SO$DUK$WEC
$210M
129 positions
#23Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$DUK$DE
$362M
116 positions
#24Capital Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$DUK$SO$DE$ALPS
$808M
156 positions
#25ROGCO, LPActive
Some overlap · 3 shared positions
$IAU$SO$AEP
$327M
224 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.