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 Ackerman Advisors

13F Portfolio OverlapQ2 2026Ackerman Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ackerman Capital Advisors, LLC is an institutional investor managing $497M across 120 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 Ackerman Advisors are RiverGlades Family Offices, Sharkey, Howes & Javer, ACCREDITED INVESTOR SERVICES, with shared positions in $IAU, $DJP, $ET, $DOV, $IBIT, $UNP. The full ranking of 25 similar funds is below.

#1RiverGlades Family Offices LLCActive

Substantial overlap · 3 shared positions

$IAU $DJP $ET

$218M

108 positions

#2Sharkey, Howes & JaverActive

Notable overlap · 4 shared positions

$IAU $DOV $IBIT $UNP

$830M

159 positions

#3ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 4 shared positions

$IAU $NUV $MMU $MHD

$179M

84 positions

#4Ariston Services GroupActive

Notable overlap · 3 shared positions

$IAU $ET $COP

$178M

72 positions

#5Proficio Capital Partners LLCPassive

Notable overlap · 3 shared positions

$IAU $DOV $IBIT

$2.8B

691 positions

#6Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$IAU $DOV $COP

$637M

125 positions

#7Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $DJP

$193M

68 positions

#8Permanens Capital L.P.Active

Notable overlap · 3 shared positions

$IAU $DOV $COP

$972M

100 positions

#9WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $NBH $IBIT

$536M

107 positions

#10Battery Global Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $DOV $COP

$200M

157 positions

#11GenWealth Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $COP $MCD

$641M

88 positions

#12Apeiron RIA LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $DJP

$440M

136 positions

#13VCI Wealth Management LLCPassive

Notable overlap · 4 shared positions

$IAU $IBIT $TXN $ABT

$399M

99 positions

#14Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $ET $MMD

$823M

134 positions

#15UNIQUE WEALTH, LLCActive

Notable overlap · 4 shared positions

$DJP $IAU $IBIT $MCD

$877M

209 positions

#16WEALTHSPAN PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $MCD $COP

$317M

129 positions

#17ACIMA PRIVATE WEALTH, LLCActive

Notable overlap · 5 shared positions

$DJP $UNP $MCD $TXN $COP

$344M

174 positions

#18NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$IAU $DOV $IBIT $MCD

$283M

75 positions

#19PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 3 shared positions

$IAU $DOV $SNPS

$2.8B

186 positions

#20ATX Financial Planning, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $ABT

$156M

79 positions

#21Sage Investment Advisers LLCPassive

Notable overlap · 3 shared positions

$IAU $UNP $MCD

$154M

96 positions

#22Modus Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $MCD

$405M

118 positions

#23Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $ABT

$534M

406 positions

#24ROBINSON CAPITAL MANAGEMENT, LLCActive

Notable overlap · 11 shared positions

$MMU $MMD $MHD $NBH $DSM $LEO

$226M

100 positions

#25REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$IAU $ET $DOV $UNP

$769M

225 positions

Compare Ackerman Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ackerman Advisors’s holdings

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.