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 Acumen Wealth Advisors

13F Portfolio OverlapQ2 2026Acumen Wealth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Acumen Wealth Advisors, LLC is an institutional investor managing $472M across 493 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 Acumen Wealth Advisors are Front Row Advisors, Grantham, Mayo, Van Otterloo, Axecap Investments, with shared positions in $DELL, $ASML, $ANET, $ETN, $TJX, $BLK. The full ranking of 25 similar funds is below.

#1Front Row Advisors LLCPassive

Notable overlap · 8 shared positions

$DELL $ASML $ANET $ETN $TJX $BLK

$345M

576 positions

#2Grantham, Mayo, Van Otterloo & Co. LLCActive

Notable overlap · 8 shared positions

$KLAC $USB $TJX $HLT $DGX $TMO

$44.4B

663 positions

#3Axecap Investments, LLCPassive

Notable overlap · 6 shared positions

$DELL $KLAC $ANET $HLT $C $TRGP

$181M

73 positions

#4BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$DELL $KLAC $ANET $ETN $TJX

$1.7B

401 positions

#5Gunderson Capital Management Inc.Active

Notable overlap · 5 shared positions

$DELL $KLAC $ASML $ANET $TRGP

$370M

52 positions

#6WASHINGTON TRUST CoPassive

Notable overlap · 6 shared positions

$KLAC $DELL $ASML $TJX $BLK $TMO

$3.2B

296 positions

#7VISTA INVESTMENT PARTNERS II, LLCPassive

Notable overlap · 5 shared positions

$DELL $KLAC $USB $TJX $PH

$255M

160 positions

#8Geneva Partners, LLCPassive

Notable overlap · 5 shared positions

$DELL $KLAC $ASML $VRT $PH

$375M

75 positions

#9Winslow Capital Management, LLCActive

Notable overlap · 7 shared positions

$KLAC $ASML $ANET $HLT $VRT $APH

$29.1B

66 positions

#10BRIDGES INVESTMENT MANAGEMENT INCActive

Some overlap · 8 shared positions

$KLAC $BLK $TMO $WFC $ISRG $PH

$8.2B

401 positions

#11OneAscent Investment Solutions LLCPassive

Some overlap · 6 shared positions

$KLAC $DELL $ASML $ANET $TRGP $PH

$106M

144 positions

#12KP Management LLCPassive

Some overlap · 6 shared positions

$KLAC $ASML $ETN $APH $PH $TMO

$532M

86 positions

#13Westerkirk Capital Inc.Active

Some overlap · 6 shared positions

$KLAC $ANET $ETN $TJX $PH $TMO

$1.0B

212 positions

#14PCB Capital LLCPassive

Some overlap · 6 shared positions

$KLAC $USB $ANET $APH $WFC $ISRG

$82M

114 positions

#15Benchmark Investment Advisors LLCPassive

Some overlap · 6 shared positions

$KLAC $ASML $ANET $VRT $APH $PH

$228M

70 positions

#16TCW GROUP INCActive

Some overlap · 6 shared positions

$KLAC $ASML $ANET $ETN $VRT $ISRG

$14.9B

640 positions

#17Knollwood Investment Advisory, LLCPassive

Some overlap · 6 shared positions

$KLAC $ANET $VRT $APH $HLT $TRGP

$1.1B

270 positions

#18JACKSON SQUARE CAPITAL, LLCActive

Some overlap · 6 shared positions

$KLAC $ANET $VRT $TJX $DELL $ASML

$719M

138 positions

#19Miller Capital Partners, Inc.Active

Some overlap · 6 shared positions

$KLAC $DELL $ASML $PH $ETN $TJX

$257M

258 positions

#20ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 7 shared positions

$KLAC $ANET $DELL $BLK $WFC $TRGP

$130M

106 positions

#21Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$KLAC $ETN $ANET $APH $BLK $PH

$686M

532 positions

#22SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$ASML $ANET $VRT $C $APH $PH

$255M

144 positions

#23NVWM, LLCPassive

Some overlap · 8 shared positions

$ANET $KLAC $DELL $ASML $PH $WFC

$496M

780 positions

#24Crew Capital Management, Ltd.Passive

Some overlap · 6 shared positions

$KLAC $ASML $ANET $APH $PH $ISRG

$183M

112 positions

#25Asio Capital, LLCActive

Some overlap · 6 shared positions

$DELL $ASML $ANET $C $APH $PH

$781M

109 positions

Compare Acumen Wealth 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 Acumen Wealth 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.