Hedge Funds Similar to Accurate Wealth

13F Portfolio OverlapQ3 2026Accurate Wealth portfolio →

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Most similar hedge funds by 13F overlap

Accurate Wealth Management, LLC is an institutional investor managing $1.2B across 600 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 Accurate Wealth are Verity & Verity, Brick & Kyle, Associates, Citizens National Bank Department, with shared positions in $DELL, $MO, $PEP, $MET, $PLTR, $ISRG. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive

Slight overlap · 4 shared positions

$DELL $MO $PEP $MET

$1.5B

139 positions

#2Brick & Kyle, AssociatesActive

Slight overlap · 4 shared positions

$DELL $PEP $PLTR $ISRG

$303M

96 positions

#3Citizens National Bank Trust DepartmentPassive

Slight overlap · 3 shared positions

$680M

381 positions

#4VIKING FUND MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$1.1B

141 positions

#5TECTONIC ADVISORS LLCPassive

Slight overlap · 3 shared positions

$2.2B

277 positions

#6Slagle Financial, LLCPassive

Slight overlap · 3 shared positions

$334M

127 positions

#7Optimist Retirement Group LLCActive

Slight overlap · 3 shared positions

$259M

118 positions

#8Ellsworth Advisors, LLCPassive

Slight overlap · 3 shared positions

$620M

193 positions

#9Brindle & Bay Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$268M

102 positions

#10PeakShares LLCActive

Slight overlap · 3 shared positions

$DELL $MO $PLTR

$134.4B

122 positions

#11Cornerstone Select Advisors, LLCPassive

Slight overlap · 3 shared positions

$DELL $MO $PLTR

$238M

149 positions

#12ENZI WEALTHSmart money

Slight overlap · 3 shared positions

$DELL $MO $PLTR

$334M

83 positions

#13Persium Advisors, LLCSmart money

Slight overlap · 3 shared positions

$DELL $AON $MET

$191M

70 positions

#14McKinney Capital Management, LLCActive

Slight overlap · 3 shared positions

$254M

87 positions

#15MN Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$DELL $PEP $PLTR

$247M

140 positions

#16Titan Investment Management LLCActive

Slight overlap · 3 shared positions

$DELL $PEP $PLTR

$137M

40 positions

#17ABNER HERRMAN & BROCK LLCActive

Slight overlap · 3 shared positions

$DELL $AON $ISRG

$1.0B

121 positions

#18WESTBOURNE INVESTMENTS, INC.Passive

Slight overlap · 3 shared positions

$DELL $MO $ISRG

$245M

149 positions

#19TOEWS CORP /ADVActive

Slight overlap · 3 shared positions

$DELL $MO $PLTR

$686M

151 positions

#20OneAscent Wealth Management LLCActive

Slight overlap · 3 shared positions

$DELL $PEP $ISRG

$336M

169 positions

#21LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive

Slight overlap · 3 shared positions

$DELL $PEP $ISRG

$476M

102 positions

#22Jasper Ridge Partners, L.P.Smart money

Slight overlap · 3 shared positions

$DELL $PEP $AON

$4.7B

151 positions

#23PLANNING DIRECTIONS INCActive

Slight overlap · 3 shared positions

$DELL $PEP $PLTR

$216M

110 positions

#24BURNS J W & CO INC/NYActive

Slight overlap · 3 shared positions

$DELL $PEP $ISRG

$998M

190 positions

#25Ariadne Wealth Management, LPPassive

Slight overlap · 3 shared positions

$DELL $MO $PLTR

$226M

254 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.