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Hedge Funds Similar to Apex Wealth ,

13F Portfolio OverlapQ1 2026Apex Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Apex Wealth Management, LLC is an institutional investor managing $146M across 57 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 Apex Wealth , are Fiduciary Planning, WJ Wealth ,, 5T Wealth,, with shared positions in $SHW, $MDLZ, $YMM, $MU, $DDOG, $ED. The full ranking of 25 similar funds is below.

#1Fiduciary Planning LLCActive
Some overlap · 4 shared positions
$SHW$MDLZ$YMM$MU
$331M
76 positions
#2WJ Wealth Management, LLCActive
Some overlap · 3 shared positions
$SHW$MDLZ$MU
$214M
70 positions
#35T Wealth, LLCPassive
Some overlap · 3 shared positions
$SHW$MDLZ$DDOG
$253M
129 positions
#4Night Squared LPPassive
Some overlap · 3 shared positions
$SHW$MDLZ$DDOG
$681M
72 positions
#5MIG Capital, LLC
Some overlap · 3 shared positions
$SHW$MU$DDOG
$589M
43 positions
#6Madrona Financial Services, LLCActive
Some overlap · 3 shared positions
$SHW$YMM$MU
$457M
123 positions
#7Runnymede Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$MDLZ$MU$SHW
$116M
75 positions
#8Avid Wealth Partners LLCActive
Slight overlap · 4 shared positions
$YMM$MDLZ$DDOG$MU
$212M
71 positions
#9TOWNSQUARE CAPITAL LLCPassive
Slight overlap · 3 shared positions
$MDLZ$MU$SHW
$444M
252 positions
#10Eaton Financial Holdings Company, LLCPassive
Slight overlap · 3 shared positions
$YMM$MU$DDOG
$305M
125 positions
#11Mezzasalma Advisors, LLCPassive
Slight overlap · 3 shared positions
$SHW$MDLZ$MU
$391M
155 positions
#12Able Wealth Management LLCPassive
Slight overlap · 3 shared positions
$MDLZ$SHW$ED
$374M
138 positions
#13Bouchey Financial Group LtdActive
Slight overlap · 3 shared positions
$SHW$MU$DDOG
$1.4B
173 positions
#14Arbejdsmarkedets TillaegspensionPassive
Slight overlap · 3 shared positions
$ED$SHW$TROW
$4.0B
169 positions
#15BNP PARIBASActive
Slight overlap · 3 shared positions
$MU$ED$DDOG
$3.1B
333 positions
#16WEALTHGARDEN F.S. LLCPassive
Slight overlap · 3 shared positions
$MDLZ$DDOG$SHW
$147M
165 positions
#17High Falls Advisors, Inc
Slight overlap · 3 shared positions
$MDLZ$DDOG$MU
$494M
144 positions
#18Sequent Asset Management, LLC
Slight overlap · 3 shared positions
$MDLZ$SHW$MU
$225M
99 positions
#19ShoreHaven Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$MDLZ$DDOG$ED
$278M
103 positions
#20Claro Advisors LLCPassive
Slight overlap · 3 shared positions
$MDLZ$SHW$DDOG
$830M
506 positions
#21Meredith Wealth PlanningActive
Slight overlap · 3 shared positions
$SHW$DDOG$MU
$369M
70 positions
#22Integrity Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$SHW$DDOG$MDLZ
$184M
74 positions
#23Kingdom Financial Group LLC.Active
Slight overlap · 3 shared positions
$SHW$MU$ED
$349M
864 positions
#24Lloyd Advisory Services, LLC.Active
Slight overlap · 3 shared positions
$SHW$MU$ED
$349M
864 positions
#25Rockwood Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$DDOG$SHW$MDLZ
$1.4B
118 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.