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 Apeiron RIA

13F Portfolio OverlapQ3 2026Apeiron RIA portfolio →

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Most similar hedge funds by 13F overlap

Apeiron RIA LLC is an institutional investor managing $440M across 136 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 Apeiron RIA are Upper Left Wealth, Global Wealth, CURTIS WEALTH, with shared positions in $IAU, $IBIT, $GLDM, $DJP, $SIVR, $AMGN. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IAU $IBIT $GLDM $DJP

$193M

68 positions

#2Global Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IAU $SIVR $IBIT $AMGN

$184M

47 positions

#3CURTIS WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $GLDM

$118M

55 positions

#4Ackerman Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $DJP

$497M

120 positions

#5VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $PFG

$399M

99 positions

#6January Capital Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $AMGN

$120M

55 positions

#7Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $BNY

$313M

107 positions

#8NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$IAU $IBIT $GLDM

$283M

75 positions

#9Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $GLDM $IBIT

$378M

224 positions

#10Battery Global Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $BNY $AMGN

$200M

157 positions

#11MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$IAU $AMGN $BNY

$1.4B

144 positions

#12Wealth Watch Advisors, INCActive

Notable overlap · 4 shared positions

$IAU $SIVR $MDY $IBIT

$309M

142 positions

#13NKCFO LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $NTRA

$330M

92 positions

#14Forza Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $MDY $AFL $AMGN

$346M

194 positions

#15MYECFO, LLCSmart money

Notable overlap · 3 shared positions

$SIVR $IAU $GLDM

$266M

72 positions

#16Asempa Wealth AdvisorsActive

Notable overlap · 3 shared positions

$IAU $IBIT $GLDM

$131M

114 positions

#17A4 Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$IBIT $IAU $GLDM $AMGN

$153M

76 positions

#18Regatta Research & Money ManagementPassive

Notable overlap · 3 shared positions

$IAU $BXSL $AMGN

$106M

495 positions

#19American Investment Services, Inc.Active

Some overlap · 3 shared positions

$IAU $GLDM $AMGN

$473M

133 positions

#20Colony Family Offices, LLCSmart money

Some overlap · 3 shared positions

$IAU $IBIT $DJP

$438M

66 positions

#21Zhang Financial LLCActive

Some overlap · 4 shared positions

$IAU $IBIT $GLDM $AMGN

$3.4B

392 positions

#22Mill Creek Capital Advisors, LLC

Some overlap · 4 shared positions

$IAU $MDY $IBIT $AMGN

$4.9B

260 positions

#23Sanchez Gaunt Capital Management, LLCPassive

Some overlap · 3 shared positions

$IAU $MDY $AFL

$179M

189 positions

#24Graetz Wealth LLCActive

Some overlap · 3 shared positions

$IBIT $GLDM $IAU

$127M

84 positions

#25Pettinga Financial Advisors LLCActive

Some overlap · 4 shared positions

$IBIT $SIVR $IAU $MDY

$606M

158 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.