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Hedge Funds Similar to Acropolis Investment

13F Portfolio OverlapQ2 2026Acropolis Investment portfolio →
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Most similar hedge funds by 13F overlap

Acropolis Investment Management, LLC is an institutional investor managing $2.5B across 384 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 Acropolis Investment are Financial Planning Hawaii, Rydar Equities, Northwest Quadrant Wealth, with shared positions in $TRV, $LMT, $SNA, $AXP, $DE, $CMI. The full ranking of 25 similar funds is below.

#1Financial Planning Hawaii, Inc.Passive
Some overlap · 7 shared positions
$TRV$LMT$SNA$AXP$DE$CMI
$186M
134 positions
#2Rydar Equities, Inc.Passive
Some overlap · 5 shared positions
$MS$TRV$LMT$AXP$CMI
$178M
107 positions
#3Northwest Quadrant Wealth Management, LLCSmart money
Some overlap · 6 shared positions
$DE$LMT$TRV$MS$AXP$CMI
$540M
77 positions
#4Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$DE$LMT$SNA$AXP
$142M
106 positions
#5CONNING INC.Passive
Some overlap · 4 shared positions
$MS$TRV$LMT$CMI
$3.3B
327 positions
#6Lipe & DaltonPassive
Some overlap · 4 shared positions
$MS$DE$LMT$SNA
$215M
94 positions
#7L & S Advisors IncPassive
Some overlap · 4 shared positions
$MS$TRV$AXP$CMI
$967M
236 positions
#8Arcataur Capital Management LLCSmart money
Some overlap · 4 shared positions
$MS$URI$DE$AXP
$403M
105 positions
#9NORTH DALLAS BANK & TRUST COPassive
Some overlap · 4 shared positions
$MS$URI$DE$CMI
$169M
113 positions
#10Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$MS$LMT$SNA$ETR
$683M
277 positions
#11Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$MS$URI$AXP$CMI
$652M
146 positions
#12LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Some overlap · 3 shared positions
$MS$TRV$URI
$476M
102 positions
#13Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$TRV$URI$AXP$CMI
$3.0B
312 positions
#14Umpqua BankPassive
Some overlap · 4 shared positions
$MS$URI$DE$CMI
$446M
165 positions
#15William B. Walkup & Associates, Inc.Passive
Some overlap · 3 shared positions
$MS$TRV$DE
$208M
258 positions
#16Northern Financial Advisors IncPassive
Some overlap · 4 shared positions
$TRV$MS$AXP$CMI
$151M
100 positions
#17Grey Ledge Advisors, LLCPassive
Some overlap · 4 shared positions
$TRV$LMT$SNA$CMI
$498M
248 positions
#18Karani Asset Management LLCPassive
Some overlap · 5 shared positions
$DE$AXP$CMI$TRV$MS
$139M
57 positions
#19Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$DE$MS$LMT$AXP
$676M
148 positions
#20Talon Private Wealth, LLCPassive
Some overlap · 3 shared positions
$MS$URI$LMT
$1.7B
462 positions
#21Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$DE$LMT$MS$CMI
$336M
121 positions
#22RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$TRV$DE$AXP$CMI
$414M
188 positions
#23CULBERTSON A N & CO INCActive
Some overlap · 4 shared positions
$DE$TRV$MS$CMI
$859M
140 positions
#24Signet Private Wealth LLCPassive
Some overlap · 3 shared positions
$MS$URI$LMT
$125M
127 positions
#25GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$TRV$MS$ETR
$2.2B
268 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.