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Hedge Funds Similar to ACORN CREEK

13F Portfolio OverlapQ2 2026ACORN CREEK portfolio →
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Most similar hedge funds by 13F overlap

ACORN CREEK CAPITAL LLC is an institutional investor managing $299M across 87 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 ACORN CREEK are RiverGlades Family Offices, Dynasty Wealth, FDx Advisors, with shared positions in $IAU, $NVS, $ETN, $KLAC, $PM, $ASML. The full ranking of 25 similar funds is below.

#1RiverGlades Family Offices LLCActive
Some overlap · 5 shared positions
$IAU$NVS$ETN$KLAC$PM
$218M
108 positions
#2Dynasty Wealth Management, LLCActive
Some overlap · 5 shared positions
$IAU$ASML$KLAC$PM$MS
$13.5B
367 positions
#3FDx Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$NVS$ASML$PM
$332M
179 positions
#4VCI Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$DGX$MS$DHR
$399M
99 positions
#5Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$ETN$ASML$DHR
$710M
193 positions
#6Regency Capital Management Inc.\DEPassive
Some overlap · 4 shared positions
$IAU$ETN$ASML$DHR
$251M
64 positions
#7BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$IAU$ETN$MS$DHR
$2.7B
804 positions
#8Old Port AdvisorsPassive
Some overlap · 3 shared positions
$IAU$NVS$HSBC
$500M
271 positions
#9CPA Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$MS$ASML$DHR
$357M
86 positions
#10QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$IAU$ETN$DHR$KLAC
$856M
115 positions
#11TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$ETN$KLAC$PM
$142M
107 positions
#12Braun-Bostich & Associates Inc.Active
Some overlap · 3 shared positions
$IAU$NVS$ASML
$175M
135 positions
#13Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$NVS$ASML
$490M
80 positions
#14Gibson Capital, LLCSmart money
Some overlap · 4 shared positions
$IAU$ETN$PM$KLAC
$589M
92 positions
#15FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 3 shared positions
$IAU$NVS$ASML
$203M
109 positions
#16SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$NVS$PM
$298M
133 positions
#17Keystone Financial ServicesActive
Some overlap · 3 shared positions
$IAU$NVS$PM
$388M
131 positions
#18Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$HSBC$ASML
$270M
107 positions
#19Altman Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$NVS$ETN$MS
$279M
93 positions
#20Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$NVS$ASML
$346M
112 positions
#21FLOW TRADERS U.S. LLCPassive
Some overlap · 4 shared positions
$IAU$HSBC$ASML$KLAC
$2.4B
979 positions
#22Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$IAU$NVS$PM
$637M
125 positions
#23TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$DGX$MS
$413M
189 positions
#24Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$ETN$ASML
$2.8B
151 positions
#25JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 3 shared positions
$IAU$ETN$ASML
$936M
373 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.