13F Pro

Hedge Funds Similar to Appalachian Ltd

13F Portfolio OverlapQ2 2026Appalachian Ltd portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Appalachian Capital Management Ltd is an institutional investor managing $138M across 43 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 Appalachian Ltd are HRC WEALTH, MFA WEALTH ADVISORS, TrueNorth, with shared positions in $BA, $DOV, $VLO, $VTRS, $CRWD, $BITB. The full ranking of 13 similar funds is below.

#1HRC WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$BA$DOV$VLO
$244M
65 positions
#2MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$BA$VTRS$CRWD
$587M
99 positions
#3TrueNorth, Inc.Passive
Some overlap · 3 shared positions
$CRWD$VLO$DOV
$1.6B
1,393 positions
#4Clear Creek Financial Management, LLCPassive
Some overlap · 3 shared positions
$BITB$CRWD$DOV
$1.6B
643 positions
#5Rockingstone Advisors LLCPassive
Some overlap · 3 shared positions
$CRWD$DOV$BA
$249M
115 positions
#6Signature Wealth Management Group
Some overlap · 3 shared positions
$VLO$BITB$BA
$263M
128 positions
#7WMG Financial Advisors, LLCActive
Some overlap · 3 shared positions
$CRWD$DOV$BA
$265M
105 positions
#8Fusion Capital, LLCActive
Some overlap · 3 shared positions
$VLO$BA$CRWD
$430M
112 positions
#9MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 3 shared positions
$VLO$CRWD$DOV
$314M
163 positions
#10Financial Synergies Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$VLO$DOV$BA
$1.2B
116 positions
#11REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$DOV$VLO$BA
$760M
229 positions
#12Goldstone Financial Group, LLCPassive
Slight overlap · 3 shared positions
$DOV$CRWD$BA
$1.1B
243 positions
#13Yarbrough Capital, LLCSmart money
Slight overlap · 3 shared positions
$DOV$BA$CRWD
$3.3B
88 positions

Compare Appalachian Ltd’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 Appalachian Ltd’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.