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Hedge Funds Similar to Accelerate Investment Advisors

13F Portfolio OverlapQ2 2026Accelerate Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Accelerate Investment Advisors LLC is an institutional investor managing $174M across 149 U.S. equity positions as of Q2 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 PRING TURNER GROUP, WCM INVESTMENT, GLOBALT Investments / GA, with shared positions in $TPL, $MCK, $WFC, $LIN, $GLW, $STX. The full ranking of 25 similar funds is below.

#1PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$TPL$MCK$WFC
$175M
73 positions
#2WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$LIN$GLW$MCK$STX
$55.2B
266 positions
#3GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$GLW$AMGN$STX$WFC$ADI
$3.0B
213 positions
#4Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$LIN$MCK$AMGN$WFC
$1.0B
765 positions
#5C2C Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PTY$STX$WFC$AMGN$LIN
$128M
95 positions
#6Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$LIN$GLW$AMGN$ADI
$1.3B
275 positions
#7FOSTER & MOTLEY INCActive
Some overlap · 4 shared positions
$URI$GLW$MCK$AMGN
$2.2B
405 positions
#8Marietta Wealth Management, LLCActive
Some overlap · 3 shared positions
$LIN$TPL$GLW
$971M
133 positions
#9LONE PINE CAPITAL LLCActive
Some overlap · 4 shared positions
$LIN$GLW$STX$MCK
$16.4B
34 positions
#10Ipswich Investment Management Co., Inc.Passive
Some overlap · 3 shared positions
$LIN$TPL$AMGN
$474M
190 positions
#11REXFORD CAPITAL INCPassive
Some overlap · 4 shared positions
$GLW$UAL$AMGN$STX
$163M
301 positions
#12Paragon Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GLW$URI$STX$ADI
$383M
226 positions
#13Partners in Financial PlanningActive
Some overlap · 4 shared positions
$TPL$GLW$STX$URI
$660M
131 positions
#14LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 3 shared positions
$LIN$GLW$AMGN
$152M
84 positions
#15DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$GLW$AMGN$STX$URI
$445M
204 positions
#16EPG Wealth Management LLCPassive
Some overlap · 4 shared positions
$URI$AMGN$STX$ADI
$417M
318 positions
#17Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$GLW$AMGN$STX$ADI
$1.0B
204 positions
#18NAPLES GLOBAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$GLW$AMGN$STX$ADI
$1.6B
466 positions
#19Albar Capital Partners LLPActive
Some overlap · 4 shared positions
$URI$LIN$STX$ADI
$767M
38 positions
#20GARRISON POINT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$GLW$AMGN$WFC$MCK
$247M
176 positions
#21Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$LIN$MCK$AMGN
$297M
103 positions
#22Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$LIN$MCK$AMGN
$358M
74 positions
#23Fruth Investment ManagementPassive
Some overlap · 3 shared positions
$LIN$GLW$ADI
$421M
225 positions
#24Candelo Capital Management LPPassive
Some overlap · 3 shared positions
$LIN$GLW$ADI
$162M
34 positions
#25Community Financial Services Group, LLCPassive
Some overlap · 3 shared positions
$LIN$GLW$ADI
$686M
532 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.