How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Accretive Wealth Partners

13F Portfolio OverlapQ2 2026Accretive Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Accretive Wealth Partners, LLC is an institutional investor managing $412M across 181 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 Accretive Wealth Partners are SAGE PRIVATE WEALTH GROUP, January Advisors, Plum Street Advisors, with shared positions in $GLDM, $IAU, $TJX, $MPC, $CME, $MNST. The full ranking of 25 similar funds is below.

#1SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 6 shared positions

$GLDM $IAU $TJX $MPC $CME $MNST

$222M

100 positions

#2January Capital Advisors LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $WM

$120M

55 positions

#3Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $TMO

$313M

107 positions

#4NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$GLDM $IAU $MCD

$270M

74 positions

#5Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $ADP

$378M

224 positions

#6Henderson Brothers Financial Partners, LLCActive

Notable overlap · 5 shared positions

$GLDM $IAU $TJX $WM $SYY

$211M

77 positions

#7Compass Wealth Management, LLC/GAActive

Notable overlap · 4 shared positions

$GLDM $IAU $PM $SPOT

$251M

74 positions

#8Fortis Advisors, LLCPassive

Notable overlap · 5 shared positions

$GLDM $UNP $TMO $BX $COP

$214M

122 positions

#9BLUEDOOR PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

$IAU $WM $UNP $TJX $MCD $TDG

$238M

164 positions

#10CAPITAL CITY TRUST CO/FLPassive

Notable overlap · 8 shared positions

$MPC $GD $UNP $BLK $TMO $TJX

$482M

129 positions

#11FULTON BREAKEFIELD BROENNIMAN LLCPassive

Notable overlap · 6 shared positions

$GLDM $PGR $GD $TJX $MCD $SPOT

$1.7B

208 positions

#12MBA Advisors LLCPassive

Notable overlap · 5 shared positions

$IAU $MPC $MCD $GD $PM

$297M

166 positions

#13Parcion Private Wealth LLCPassive

Notable overlap · 5 shared positions

$GLDM $IAU $TJX $BLK $CME

$1.8B

529 positions

#14Forthright Family Wealth Advisory LLCActive

Notable overlap · 4 shared positions

$IAU $PGR $PM $ODFL

$177M

57 positions

#15Timber Creek Capital Management LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $WTW

$490M

80 positions

#16Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 5 shared positions

$GLDM $MCD $RSG $ADP $CME

$530M

235 positions

#17Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $BLK

$983M

149 positions

#18CHATHAM CAPITAL GROUP, INC.Passive

Notable overlap · 5 shared positions

$IAU $GLDM $MCD $TJX $UNP

$783M

200 positions

#19R.H. Investment Group, LLCActive

Notable overlap · 7 shared positions

$ADP $PM $UNP $MCD $COP $TMO

$133M

47 positions

#20Asempa Wealth AdvisorsPassive

Notable overlap · 4 shared positions

$IAU $GLDM $GD $MCD

$134M

119 positions

#21JMAC ENTERPRISES LLCActive

Notable overlap · 6 shared positions

$IAU $UNP $BX $BLK $GD $MCD

$593M

122 positions

#22Beckerman Institutional, LLCPassive

Notable overlap · 3 shared positions

$GLDM $PM $IAU

$210M

124 positions

#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$PM $GD $UNP $SBUX $MCD $CME

$233M

122 positions

#24My Portfolio Guide, LLC

Notable overlap · 3 shared positions

$GLDM $PM $COP

$181M

166 positions

#25LONDON CO OF VIRGINIAActive

Notable overlap · 6 shared positions

$PGR $PM $RSG $SBUX $BLK $ODFL

$17.5B

169 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.