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Hedge Funds Similar to Accredited Investors

13F Portfolio OverlapQ2 2026Accredited Investors portfolio →
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Most similar hedge funds by 13F overlap

Accredited Investors Inc. is an institutional investor managing $2.3B across 299 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 Accredited Investors are Clark & Stuart, Three Bridge Wealth Advisors, Copia Wealth, with shared positions in $UPS, $ADP, $MMM, $DOV, $RBLX, $CHRW. The full ranking of 25 similar funds is below.

#1Clark & Stuart, IncPassive
Notable overlap · 3 shared positions
$UPS$ADP$MMM
$159M
57 positions
#2Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$RBLX$CHRW
$399M
87 positions
#3Copia Wealth Management
Some overlap · 3 shared positions
$DOV$UPS$PWR
$166M
570 positions
#4CINCINNATI CASUALTY COSmart money
Some overlap · 3 shared positions
$DOV$ADP$USB
$188M
24 positions
#5Affiance Financial, LLCSmart money
Some overlap · 4 shared positions
$DOV$MMM$GIS$XEL
$695M
111 positions
#6NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$MMM$GIS
$270M
74 positions
#7Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$CHRW$UPS$USB
$214M
33 positions
#8HFM Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$MMM$PWR
$285M
1,293 positions
#9CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$DOV$ADP$MMM
$5.2B
56 positions
#10Newton One Investments LLCActive
Some overlap · 3 shared positions
$DOV$PWR$ADP
$397M
146 positions
#11Somerset Group LLCActive
Some overlap · 4 shared positions
$CHRW$MMM$USB$TRV
$142M
58 positions
#12Guardian Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$CHRW$MMM$ADP
$200M
66 positions
#13WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$UPS$ADP$MMM
$742M
119 positions
#14Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$UPS$ADP$USB
$159M
62 positions
#15Stack Financial Management, IncActive
Some overlap · 4 shared positions
$UPS$DOV$LH$PWR
$1.3B
54 positions
#16EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$UPS$USB$TRV
$5.2B
76 positions
#17Birchwood Financial Partners, Inc.Passive
Some overlap · 4 shared positions
$CHRW$MMM$USB$XEL
$122M
352 positions
#18P.A.W. CAPITAL CORPPassive
Some overlap · 3 shared positions
$UPS$ADP$MMM
$133M
66 positions
#19MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$ADP$UPS$MMM$USB$PWR
$436M
130 positions
#20William Allan CorpActive
Some overlap · 3 shared positions
$UPS$ADP$MMM
$204M
62 positions
#21ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$UPS$MMM$USB
$102M
87 positions
#22Sylvest Advisors, LLCActive
Some overlap · 4 shared positions
$ADP$UPS$USB$TRV
$222M
78 positions
#23Aspen Capital Management, LLCActive
Some overlap · 3 shared positions
$DOV$RBLX$USB
$453M
83 positions
#24Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$UPS$USB$PWR
$968M
178 positions
#25MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$DOV$MMM$TRV
$130M
80 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.