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Hedge Funds Similar to Accelerate Investment Advisors

13F Portfolio OverlapQ1 2026Accelerate Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Accelerate Investment Advisors LLC is an institutional investor managing $150M across 133 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 Accelerate Investment Advisors are American Money ,, PRING TURNER GROUP, EagleClaw Managment,, with shared positions in $TPL, $MAR, $INTU, $WFC, $GE, $MCK. The full ranking of 25 similar funds is below.

#1American Money Management, LLCActive
Some overlap · 5 shared positions
$TPL$MAR$INTU$WFC$GE
$632M
168 positions
#2PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$TPL$MCK$WFC$GE
$166M
72 positions
#3EagleClaw Capital Managment, LLCActive
Some overlap · 3 shared positions
$TPL$LIN$MAR
$714M
145 positions
#4Plan A Wealth LLCActive
Slight overlap · 3 shared positions
$TPL$WFC$GE
$209M
178 positions
#5Marietta Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$TPL$LIN$MAR$INTU
$841M
129 positions
#6FIRST MANHATTAN CO. LLC.Active
Slight overlap · 3 shared positions
$TPL$LIN$MAR
$36.1B
753 positions
#7Ipswich Investment Management Co., Inc.Passive
Slight overlap · 3 shared positions
$TPL$LIN$AMGN
$426M
185 positions
#8Resurgent Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$TPL$MCK$INTU
$277M
260 positions
#9McKinley Carter Wealth Services, Inc.Passive
Slight overlap · 4 shared positions
$MDLZ$LIN$MCK$INTU
$1.7B
305 positions
#10Sandbox Financial Partners, LLCActive
Slight overlap · 3 shared positions
$TPL$MDLZ$GE
$356M
117 positions
#11AMERICAN NATIONAL BANK & TRUSTPassive
Slight overlap · 5 shared positions
$LIN$MAR$AMGN$INTU$GE
$1.0B
615 positions
#12CULBERTSON A N & CO INCPassive
Slight overlap · 4 shared positions
$MDLZ$MCK$MAR$WFC
$771M
132 positions
#13PATTON ALBERTSON MILLER GROUP, LLCPassive
Slight overlap · 4 shared positions
$MDLZ$MCK$MAR$URI
$842M
212 positions
#14Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Slight overlap · 3 shared positions
$MDLZ$LIN$MCK
$296M
146 positions
#15Avantra Family Wealth, Inc.Passive
Slight overlap · 4 shared positions
$MDLZ$MCK$WFC$GE
$134M
158 positions
#16Capital Research Global InvestorsActive
Slight overlap · 4 shared positions
$MDLZ$LIN$WFC$GE
$644.6B
459 positions
#17Capital Group Private Client Services, Inc.Active
Slight overlap · 4 shared positions
$LIN$MDLZ$AMGN$GE
$5.9B
240 positions
#18Quilter PlcActive
Slight overlap · 4 shared positions
$MDLZ$MAR$INTU$URI
$5.7B
124 positions
#19Evelyn Partners Investment Management Services LtdPassive
Slight overlap · 3 shared positions
$MDLZ$LIN$INTU
$850M
281 positions
#20Steigerwald, Gordon & Koch Inc.Passive
Slight overlap · 4 shared positions
$LIN$MCK$AMGN$WFC
$974M
782 positions
#21Schear Investment Advisers, LLCPassive
Slight overlap · 4 shared positions
$LIN$MCK$AMGN$GE
$227M
77 positions
#22JGP Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$TPL$AMGN$INTU
$961M
223 positions
#23MERIDIAN MANAGEMENT COActive
Slight overlap · 3 shared positions
$TPL$INTU$GE
$402M
81 positions
#24Vivid Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$TPL$AMGN$GE
$247M
66 positions
#25One Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$MDLZ$WFC$MCK$URI
$803M
304 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.