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Hedge Funds Similar to Accel Wealth

13F Portfolio OverlapQ3 2026Accel Wealth portfolio →
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Most similar hedge funds by 13F overlap

Accel Wealth Management is an institutional investor managing $464M across 309 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Accel Wealth are Allen Group, CAMDEN NATIONAL BANK, Beta Wealth Group, with shared positions in $DE, $KMI, $PEP, $BX, $PTY, $PLTR. The full ranking of 25 similar funds is below.

#1Allen Capital Group, LLCPassive
Some overlap · 4 shared positions
$DE$KMI$PEP$BX
$1.2B
316 positions
#2CAMDEN NATIONAL BANKPassive
Some overlap · 3 shared positions
$DE$KMI$PEP
$767M
184 positions
#3Beta Wealth Group, Inc.Active
Some overlap · 3 shared positions
$PTY$PLTR$BX
$267M
114 positions
#4BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$DE$KMI$PEP
$2.5B
270 positions
#5Harbour Trust & Investment Management CoActive
Some overlap · 4 shared positions
$DE$PEP$BX$PLTR
$1.0B
160 positions
#6Quad-Cities Investment Group, LLCPassive
Some overlap · 4 shared positions
$DE$KMI$PEP$BX
$280M
213 positions
#7OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$KMI$PEP$PLTR$BX
$329M
323 positions
#8Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$KMI$DE$PLTR$BX
$606M
229 positions
#9Mengis Capital Management, Inc.Passive
Some overlap · 3 shared positions
$DE$PEP$MRVL
$673M
215 positions
#10Trace Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DE$PEP$BX
$153M
69 positions
#11Washington Trust Advisors, Inc.Passive
Some overlap · 3 shared positions
$DE$PEP$KMI
$1.4B
700 positions
#12MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DE$PEP$PLTR
$631M
238 positions
#13Alliance Private Wealth, LLCActive
Some overlap · 3 shared positions
$DE$PEP$NEM
$269M
85 positions
#14PERRYMAN FINANCIAL ADVISORY INC /ADPassive
Some overlap · 4 shared positions
$DE$PEP$BX$PLTR
$791M
190 positions
#15SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DE$PEP$PLTR$MRVL
$208M
56 positions
#16NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KMI$DE$PEP
$381M
144 positions
#17Pinnacle West Asset Management, Inc.Passive
Some overlap · 3 shared positions
$KMI$DE$BX
$145M
104 positions
#18Comprehensive Money Management Services LLCPassive
Some overlap · 4 shared positions
$KMI$BX$NEM$RVT
$159M
200 positions
#19FARMERS TRUST CO
Some overlap · 4 shared positions
$PEP$KMI$PLTR$NEM
$637M
203 positions
#20Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$DE$PEP$MRVL
$125M
365 positions
#21Weinberger Asset Management, IncActive
Some overlap · 3 shared positions
$KMI$DE$UTF
$312M
101 positions
#22Alternative Investment Advisors, LLC.Active
Some overlap · 3 shared positions
$DE$KMI$NEM
$263M
78 positions
#23Advantage Trust CoActive
Some overlap · 3 shared positions
$DE$PEP$PECO
$285M
193 positions
#24Smith Asset Management Co., LLCActive
Some overlap · 3 shared positions
$PTY$UTF$ARCC
$123M
73 positions
#25VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$KMI$PEP$BX
$203M
58 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.