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Hedge Funds Similar to Acorn Wealth Advisors

13F Portfolio OverlapQ3 2026Acorn Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Acorn Wealth Advisors, LLC is an institutional investor managing $407M across 302 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 Acorn Wealth Advisors are Intrepid Financial Planning Group, Roan Partners, Wealth Watch Advisors, with shared positions in $MDY, $DELL, $BX, $ALPS, $LOW, $SLV. The full ranking of 25 similar funds is below.

#1Intrepid Financial Planning Group LLCPassive
Some overlap · 5 shared positions
$MDY$DELL$BX$ALPS$LOW
$294M
135 positions
#2Roan Capital PartnersActive
Some overlap · 4 shared positions
$MDY$SLV$GLDM$CSX
$137M
78 positions
#3Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$MDY$SLV$SIVR
$309M
142 positions
#4Hopwood Nicholas HunterActive
Some overlap · 4 shared positions
$SLV$DTB$GLDM$DTM
$365M
131 positions
#5Interactive Financial AdvisorsActive
Some overlap · 4 shared positions
$SLV$DTB$SO$NEE
$164M
74 positions
#6ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$MDY$DELL$GLDM$BX
$709M
91 positions
#7Taylor Financial Group, Inc.Active
Some overlap · 4 shared positions
$BX$MDY$LOW$CSX
$182M
103 positions
#8WEST PACES ADVISORS INC.Active
Some overlap · 4 shared positions
$MDY$SO$NEE$CSX
$586M
692 positions
#9WASHINGTON TRUST CoPassive
Some overlap · 3 shared positions
$MDY$DELL$NEE
$3.2B
291 positions
#10Richard C. Young & CO., LTD.Passive
Some overlap · 3 shared positions
$SLV$DELL$SO
$1.4B
101 positions
#11First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$BX$LOW$SO$NEE
$529M
75 positions
#12SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$MDY$SIVR$DELL
$973M
379 positions
#13Harbour Trust & Investment Management CoActive
Some overlap · 4 shared positions
$MDY$BX$LOW$NEE
$1.0B
160 positions
#14Element Wealth, LLCPassive
Some overlap · 3 shared positions
$MDY$BX$SO
$267M
214 positions
#15Kiker Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SLV$SIVR$SO
$256M
161 positions
#16M3 Advisory Group, LLCPassive
Some overlap · 3 shared positions
$MDY$DELL$BX
$193M
156 positions
#17Broyhill Asset Management, LLCPassive
Some overlap · 4 shared positions
$SLV$SO$NEE$BX
$112M
77 positions
#18GEM Asset Management, LLCActive
Some overlap · 5 shared positions
$MDY$DTB$FTNT$SO$DTM
$252M
114 positions
#19ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$DTB$LOW
$248M
96 positions
#20Bravias Capital Group, LLCActive
Some overlap · 4 shared positions
$SLV$GLDM$NEE$SIVR
$168M
97 positions
#21OMNI 360 Wealth, Inc.Active
Some overlap · 4 shared positions
$BX$SO$NEE$GLDM
$221M
140 positions
#22DAVIDSON TRUST COPassive
Some overlap · 4 shared positions
$MDY$NEE$LOW$CSX
$253M
183 positions
#23WJ Financial Advisors LLCPassive
Some overlap · 3 shared positions
$MDY$SLV$SO
$136M
137 positions
#24Providence First Trust CoPassive
Some overlap · 3 shared positions
$MDY$SLV$NEE
$358M
196 positions
#25Tandem Investment Partners LLCActive
Some overlap · 3 shared positions
$MDY$LOW$NEE
$129M
76 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.