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Hedge Funds Similar to ACCREDITED INVESTOR SERVICES,

13F Portfolio OverlapQ1 2026ACCREDITED INVESTOR SERVICES, portfolio →
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Most similar hedge funds by 13F overlap

ACCREDITED INVESTOR SERVICES, LLC is an institutional investor managing $156M 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 ACCREDITED INVESTOR SERVICES, are Burk, Moisand Fitzgerald Tamayo,, Cauble & Harre Wealth ,, with shared positions in $AMN, $IAU, $HUM, $DDOG, $UNIT, $SE. The full ranking of 25 similar funds is below.

#1Burk Holdings LLCPassive
Substantial overlap · 4 shared positions
$AMN$IAU$HUM$DDOG
$233M
676 positions
#2Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 4 shared positions
$AMN$IAU$UNIT$SE
$931M
518 positions
#3Cauble & Harre Wealth Management, Inc.Passive
Substantial overlap · 3 shared positions
$AMN$IAU$HUM
$126M
74 positions
#4Ballast Financial Advisors LLCActive
Substantial overlap · 4 shared positions
$AMN$IAU$HUM$UNIT
$98M
68 positions
#5Beaird Harris Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$AMN$DDOG$IAU$UNIT
$1.5B
686 positions
#6STOLZ & ASSOCIATES, PSSmart money
Notable overlap · 3 shared positions
$AMN$IAU$SE
$143M
30 positions
#7Meredith Wealth PlanningActive
Notable overlap · 3 shared positions
$AMN$DDOG$UNIT
$369M
70 positions
#8MB Generational Wealth, LLCActive
Notable overlap · 4 shared positions
$AMN$SE$UNIT$DDOG
$181M
66 positions
#9Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 5 shared positions
$AMN$DDOG$SE$IAU$UNIT
$1.1B
81 positions
#10Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 5 shared positions
$AMN$UNIT$HUM$SE$DDOG
$2.2B
79 positions
#11Team Hewins, LLCSmart money
Notable overlap · 3 shared positions
$AMN$HUM$UNIT
$337M
41 positions
#12BAYSHORE ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$AMN$IAU$HUM
$251M
40 positions
#13Fort Vancouver Investment Management, LLCActive
Notable overlap · 3 shared positions
$AMN$SE$IAU
$197M
59 positions
#14CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$AMN$UNIT$SE
$334M
70 positions
#15CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$AMN$IAU$SE$UNIT
$293M
1,255 positions
#16Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$AMN$DDOG$HUM
$302M
51 positions
#17Plum Street Advisors, LLCActive
Notable overlap · 5 shared positions
$IAU$AMN$DDOG$UNIT$HUM
$289M
98 positions
#18marrick wealth, LLCSmart money
Notable overlap · 3 shared positions
$AMN$IAU$HUM
$119M
52 positions
#19Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 3 shared positions
$AMN$UNIT$IAU
$718M
278 positions
#20Flagstone Financial ManagementSmart money
Notable overlap · 3 shared positions
$AMN$HUM$IAU
$403M
71 positions
#21Three Cord True Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$AMN$IAU$JHG
$180M
39 positions
#22COWA, LLCActive
Notable overlap · 3 shared positions
$AMN$IAU$ALPS
$371M
158 positions
#23Truepoint, Inc.Active
Notable overlap · 5 shared positions
$AMN$UNIT$DDOG$SLV$SE
$4.5B
148 positions
#24Fonville Wealth Management LLCPassive
Notable overlap · 5 shared positions
$AMN$HUM$SE$UNIT$IAU
$525M
138 positions
#25GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$IAU$DDOG$AMN$UNIT
$212M
87 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.