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Hedge Funds Similar to Ackerman Asset ,

13F Portfolio OverlapQ1 2026Ackerman Asset , portfolio →
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Most similar hedge funds by 13F overlap

Ackerman Asset Management, LLC is an institutional investor managing $143M across 35 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 Ackerman Asset , are High Falls Advisors,, Kilter Group, W ADVISORS,, with shared positions in $MDLZ, $SAN, $MAR, $EPAM, $RELX, $WCN. The full ranking of 25 similar funds is below.

#1High Falls Advisors, Inc
Some overlap · 3 shared positions
$MDLZ$SAN$MAR
$494M
144 positions
#2Kilter Group LLCPassive
Some overlap · 3 shared positions
$MDLZ$SAN$EPAM
$232M
1,567 positions
#3W ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDLZ$EPAM$MAR
$195M
141 positions
#4FINANCIAL LIFE ADVISORSActive
Some overlap · 3 shared positions
$MDLZ$SAN$MAR
$321M
52 positions
#5Nova Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MDLZ$SAN$MAR
$154M
545 positions
#6Able Wealth Management LLCPassive
Some overlap · 3 shared positions
$MDLZ$RELX$SAN
$374M
138 positions
#7ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$MDLZ$SAN$RELX
$132M
105 positions
#8Sentinus, LLCPassive
Slight overlap · 3 shared positions
$MDLZ$SAN$MAR
$1.1B
596 positions
#9FIFTH THIRD SECURITIES, INC.Passive
Slight overlap · 3 shared positions
$MDLZ$SAN$MAR
$1.5B
341 positions
#10ONE Advisory Partners, LLCActive
Slight overlap · 3 shared positions
$MDLZ$SAN$RELX
$324M
72 positions
#11Realta Investment AdvisorsPassive
Slight overlap · 3 shared positions
$RELX$SAN$MAR
$288M
367 positions
#12MAIMON WEALTH MANAGEMENT LTD.Passive
Slight overlap · 3 shared positions
$RELX$MDLZ$MAR
$114M
77 positions
#13IFP Advisors, IncPassive
Slight overlap · 3 shared positions
$MDLZ$SAN$MAR
$4.8B
5,032 positions
#14ELEVATE WEALTH ADVISORY, INCActive
Slight overlap · 3 shared positions
$RELX$SAN$MAR
$158M
125 positions
#15Bulwark Capital CorpActive
Slight overlap · 3 shared positions
$RELX$MAR$SAN
$162M
100 positions
#16Grantvest Financial Group LLCActive
Slight overlap · 3 shared positions
$SAN$MDLZ$MAR
$154M
167 positions
#17BigSur Wealth Management LLCPassive
Slight overlap · 3 shared positions
$SAN$EPAM$MAR
$356M
163 positions
#18AlphaCore Capital LLCPassive
Slight overlap · 3 shared positions
$SAN$EPAM$MAR
$4.2B
1,202 positions
#19Tepp RIA, LLCActive
Slight overlap · 3 shared positions
$SAN$EPAM$MAR
$128M
41 positions
#20PACIFIC SUN FINANCIAL CORPPassive
Slight overlap · 3 shared positions
$SAN$MAR$WCN
$206M
201 positions
#21Capital Squared Financial LLCPassive
Slight overlap · 3 shared positions
$EPAM$MDLZ$MAR
$131M
85 positions
#22Chokshi & Queen Wealth Advisors, IncActive
Slight overlap · 3 shared positions
$EPAM$MAR$BMNP
$187M
64 positions
#23Atala Financial IncPassive
Slight overlap · 3 shared positions
$EPAM$MAR$AXON
$149M
117 positions
#24Sheridan Capital Management, LLCSmart money
Slight overlap · 3 shared positions
$EPAM$MAR$MDLZ
$190M
31 positions
#25Bawa N Mallick TrustSmart money
Slight overlap · 3 shared positions
$MDLZ$MAR$EPAM
$244M
69 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.