What hedge funds are most similar to ACIMA PRIVATE WEALTH, LLC?

The funds with the most similar 13F portfolios to ACIMA PRIVATE WEALTH, LLC are Ackerman Advisors, BLB&B Advisors, Idaho, based on overlapping conviction holdings in the latest SEC filings.

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 ACIMA PRIVATE WEALTH

13F Portfolio OverlapQ3 2026ACIMA PRIVATE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

ACIMA PRIVATE WEALTH, LLC is an institutional investor managing $344M across 174 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 ACIMA PRIVATE WEALTH are Ackerman Advisors, BLB&B Advisors, Idaho, with shared positions in $DJP, $UNP, $MCD, $TXN, $COP, $COF. The full ranking of 25 similar funds is below.

#1Ackerman Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$DJP $UNP $MCD $TXN $COP

$497M

120 positions

#2BLB&B Advisors, LLCActive

Notable overlap · 3 shared positions

$DJP $MCD $COF

$2.7B

286 positions

#3Idaho Trust CoActive

Notable overlap · 3 shared positions

$DJP $MCD $BKNG

$342M

98 positions

#4Biondo Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$LOW $NOW $LMT $VRTX $ADP $MCD

$817M

89 positions

#5Boomfish Wealth Group, LLCPassive

Notable overlap · 7 shared positions

$LOW $BKNG $MELI $LMT $UNP $VRTX

$231M

102 positions

#6Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$LOW $UNP $SHW $MCD $TXN $ADP

$108M

52 positions

#7SMITH CHAS P & ASSOCIATES PA CPASActive

Some overlap · 10 shared positions

$LMT $UNP $ADP $MCD $ITW $PEP

$2.0B

194 positions

#8Cassaday & Co Wealth Management LLCSmart money

Some overlap · 4 shared positions

$DJP $PEP $MCD $LMT

$5.7B

1,264 positions

#9Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$SHW $LMT $UNP $ADP $MCD $TXN

$455M

118 positions

#10Exeter Financial, LLCPassive

Some overlap · 9 shared positions

$LMT $ADP $MCD $ITW $TXN $PEP

$265M

100 positions

#11BRADY FAMILY WEALTH, LLCPassive

Some overlap · 8 shared positions

$LOW $ADP $MCD $ITW $TXN $PEP

$346M

113 positions

#12Richwood Investment Advisors, LLCActive

Some overlap · 7 shared positions

$NOW $LOW $LMT $MCD $PEP $AMGN

$142M

106 positions

#13HAMEL ASSOCIATES, INC.Passive

Some overlap · 8 shared positions

$LMT $UNP $MCD $ADP $ITW $PEP

$363M

92 positions

#14Riverview Trust CoActive

Some overlap · 9 shared positions

$LOW $LMT $ITW $PEP $MCD $COP

$84M

166 positions

#15Trust Co of KansasActive

Some overlap · 7 shared positions

$LOW $NOW $BKNG $LMT $PEP $UNP

$195M

59 positions

#16First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 7 shared positions

$LOW $LMT $UNP $MCD $TXN $AMGN

$529M

75 positions

#17Shelter Mutual Insurance CoActive

Some overlap · 6 shared positions

$LOW $BKNG $UNP $VRTX $ITW $PEP

$473M

58 positions

#18Roxbury Financial LLCPassive

Some overlap · 7 shared positions

$LOW $LMT $MCD $ADP $MELI $AMGN

$130M

426 positions

#19Boit C F DavidPassive

Some overlap · 8 shared positions

$LMT $ADP $MCD $GLW $BKNG $PEP

$238M

85 positions

#20CONNING INC.Passive

Some overlap · 7 shared positions

$LMT $UNP $ADP $MCD $GLW $ITW

$3.3B

327 positions

#21First Long Island Investors, LLCActive

Some overlap · 7 shared positions

$LOW $ADP $MCD $LMT $ITW $PEP

$1.4B

73 positions

#22ICW Investment Advisors LLCPassive

Some overlap · 7 shared positions

$SHW $LMT $ADP $MCD $ITW $PEP

$281M

143 positions

#23OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$DJP $MELI $BKNG $LOW $APD

$1.8B

203 positions

#24UNITED BANKActive

Some overlap · 8 shared positions

$LMT $MCD $GLW $ITW $TXN $PEP

$853M

130 positions

#25Somerset Trust CoPassive

Some overlap · 7 shared positions

$LOW $ADP $MCD $ITW $PEP $AMGN

$354M

186 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.