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Hedge Funds Similar to Appalachian Ltd

13F Portfolio OverlapQ1 2026Appalachian Ltd portfolio →
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Most similar hedge funds by 13F overlap

Appalachian Capital Management Ltd is an institutional investor managing $125M across 45 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 Appalachian Ltd are Boyce & Associates Wealth Consulting,, Commonwealth Financial Services,, My Portfolio Guide,, with shared positions in $FCFS, $AGQ, $DOV, $UBCP, $UBSI, $USB. The full ranking of 25 similar funds is below.

#1Boyce & Associates Wealth Consulting, Inc.Active
Notable overlap · 3 shared positions
$FCFS$AGQ$DOV
$132M
80 positions
#2Commonwealth Financial Services, LLCPassive
Some overlap · 4 shared positions
$FCFS$AGQ$UBCP$UBSI
$632M
278 positions
#3My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$FCFS$USB$AGQ
$181M
166 positions
#4Nova Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$FCFS$AGQ$AMD
$154M
545 positions
#5MFA WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$USB$BA$AGQ$AMD$VTRS
$508M
88 positions
#6VIAWEALTH, LLCPassive
Some overlap · 4 shared positions
$USB$BA$VLO$AGQ
$180M
159 positions
#7Hedges Asset Management LLC
Some overlap · 4 shared positions
$USB$BA$AGQ$BP
$142M
108 positions
#8KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$USB$BA$AGQ
$123M
99 positions
#9BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Some overlap · 3 shared positions
$USB$BA$CRWD
$689M
87 positions
#104WEALTH ADVISORS, INC.Passive
Some overlap · 3 shared positions
$USB$BA$AGQ
$117M
142 positions
#11Stonebridge Capital Advisors LLCPassive
Some overlap · 3 shared positions
$USB$BA$AMD
$1.4B
211 positions
#12Bay Rivers GroupPassive
Some overlap · 4 shared positions
$USB$BA$DIA$AMD
$240M
109 positions
#13GTS SECURITIES LLCPassive
Some overlap · 4 shared positions
$USB$AGQ$DIA$AMD
$2.8B
1,482 positions
#14OLD MISSION CAPITAL LLCActive
Some overlap · 4 shared positions
$USB$AGQ$AMD$BP
$6.3B
1,062 positions
#15Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$USB$AGQ$BITB
$459M
290 positions
#16BDFS Capital LLCActive
Some overlap · 3 shared positions
$FCFS$BA$USB
$208M
137 positions
#17Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$USB$VLO$DOV
$313M
119 positions
#18FAGAN ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$USB$BA$AGQ$AMD
$719M
135 positions
#19ATLas Financial Planning LLCActive
Some overlap · 3 shared positions
$USB$VLO$DOV
$112M
69 positions
#20Robertson Stephens Wealth Management, LLCActive
Some overlap · 3 shared positions
$USB$AGQ$DOV
$3.6B
615 positions
#21MBE Wealth Management, LLCActive
Some overlap · 3 shared positions
$USB$FCFS$DOV
$241M
141 positions
#22AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$USB$AGQ$DOV
$710M
221 positions
#23Aspen Capital Management, LLCSmart money
Some overlap · 3 shared positions
$USB$DIA$DOV
$404M
77 positions
#24Fortune 45 LLCActive
Some overlap · 3 shared positions
$USB$DIA$DOV
$205M
39 positions
#25Bridgewater Advisors Inc.Passive
Some overlap · 3 shared positions
$USB$DIA$DOV
$1.7B
456 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.