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 Apollon Wealth

13F Portfolio OverlapQ3 2026Apollon Wealth portfolio →

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Most similar hedge funds by 13F overlap

Apollon Wealth Management, LLC is an institutional investor managing $8.7B across 1,643 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 Apollon Wealth are Lineweaver Wealth Advisors, WASHINGTON, Werlinich Asset, with shared positions in $GLW, $ASML, $DELL, $NEE, $MS, $VRTX. The full ranking of 25 similar funds is below.

#1Lineweaver Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$GLW $ASML $DELL $NEE

$863M

182 positions

#2WASHINGTON TRUST CoPassive

Some overlap · 4 shared positions

$GLW $ASML $DELL $NEE

$3.2B

291 positions

#3Werlinich Asset Management, LLCActive

Some overlap · 4 shared positions

$GLW $ASML $DELL $MS

$258M

57 positions

#4VALLEY WEALTH MANAGERS, INC.Passive

Some overlap · 4 shared positions

$GLW $VRTX $DELL $MS

$1.8B

345 positions

#5BOWEN HANES & CO INCActive

Some overlap · 4 shared positions

$GLW $ASML $VRTX $PH

$4.1B

151 positions

#6Geneva Partners, LLCPassive

Some overlap · 4 shared positions

$GLW $ASML $DELL $PH

$334M

81 positions

#7FLPUTNAM INVESTMENT MANAGEMENT COActive

Some overlap · 5 shared positions

$ASML $DELL $GLW $NEE $MS

$8.4B

655 positions

#8Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$GLW $ASML $NEE $MS

$676M

148 positions

#9HARTLINE INVESTMENT CORP/Active

Some overlap · 4 shared positions

$GLW $DELL $NEE $MS

$1.1B

115 positions

#10Truvestments Capital LLCPassive

Some overlap · 4 shared positions

$GLW $DELL $NEE $MS

$673M

1,150 positions

#11VIKING FUND MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$GLW $DELL $NEE $MS

$1.1B

141 positions

#12AssuredPartners Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$GLW $DELL $NEE $MS

$1.0B

416 positions

#13Sanibel Captiva Trust Company, Inc.Active

Some overlap · 4 shared positions

$GLW $ASML $NEE $PH

$4.0B

461 positions

#14LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$GLW $ASML $MS $PH

$320M

82 positions

#15J.P. Marvel Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$GLW $DELL $MS $VRTX

$871M

64 positions

#16Great Diamond Partners, LLCPassive

Slight overlap · 4 shared positions

$GLW $NEE $MS $PH

$596M

238 positions

#17OmniStar Financial Group, Inc.Passive

Slight overlap · 4 shared positions

$GLW $NEE $MS $PH

$230M

116 positions

#18LORD, ABBETT & CO. LLCPassive

Slight overlap · 5 shared positions

$GLW $DELL $NEE $MS $PH

$34.9B

558 positions

#19Hartford Funds Management Co LLCSmart money

Slight overlap · 4 shared positions

$GLW $VRTX $MS $PH

$1.3B

98 positions

#20WCM INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$GLW $ASML $VRTX

$55.2B

266 positions

#21GKV Capital Management Co., Inc.Passive

Slight overlap · 3 shared positions

$GLW $ASML $VRTX

$310M

83 positions

#22Bluebird Wealth Management LLCPassive

Slight overlap · 3 shared positions

$GLW $ASML $VRTX

$115M

89 positions

#23Front Row Advisors LLCPassive

Slight overlap · 3 shared positions

$GLW $ASML $DELL

$345M

576 positions

#24Hudson Value Partners, LLCPassive

Slight overlap · 3 shared positions

$GLW $ASML $DELL

$399M

113 positions

#25JACKSON SQUARE CAPITAL, LLCActive

Slight overlap · 3 shared positions

$GLW $ASML $DELL

$667M

144 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.