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Hedge Funds Similar to apricus wealth

13F Portfolio OverlapQ2 2026apricus wealth portfolio →
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Most similar hedge funds by 13F overlap

apricus wealth, LLC is an institutional investor managing $210M across 129 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 apricus wealth are GODSEY & GIBB, ALLEN WEALTH, FARMERS, with shared positions in $AMGN, $SLB, $STT, $NVS, $PNC, $DUK. The full ranking of 25 similar funds is below.

#1GODSEY & GIBB, INCPassive
Notable overlap · 7 shared positions
$AMGN$SLB$STT$NVS$PNC$DUK
$1.2B
383 positions
#2ALLEN WEALTH MANAGEMENT, LLCActive
Notable overlap · 8 shared positions
$KMB$SLB$C$DUK$MDT$AMGN
$205M
60 positions
#3FARMERS TRUST CO
Notable overlap · 9 shared positions
$STT$NEM$SO$C$KMI$CB
$637M
203 positions
#4VISIONARY HORIZONS, LLCActive
Notable overlap · 8 shared positions
$AMGN$SO$NVS$MDT$DUK$NEM
$239M
145 positions
#5ADAMS NATURAL RESOURCES FUND, INC.Smart money
Notable overlap · 7 shared positions
$SLB$KMI$OKE$NEM$DVN$NUE
$763M
51 positions
#6Principal Street Partners, LLCPassive
Notable overlap · 7 shared positions
$STT$BG$UNM$AMGN$KMI$DUK
$683M
277 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 6 shared positions
$AMGN$CB$KMI$SO$DUK$MDT
$201M
57 positions
#8PINKERTON WEALTH, LLCActive
Notable overlap · 7 shared positions
$C$AMGN$SO$KMB$DUK$UL
$1.2B
103 positions
#9Palouse Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$TSN$C$DVN$OKE$SJM$MDT
$160M
124 positions
#10Cullen Capital Management, LLCActive
Notable overlap · 6 shared positions
$NVS$CB$C$UL$DUK$MDT
$10.2B
208 positions
#11TriCert Investment Counsel Inc.Active
Notable overlap · 7 shared positions
$AMGN$NVS$UL$SHEL$TM$DUK
$1.1B
88 positions
#12SHERMAN PORFOLIOS, LLCSmart money
Notable overlap · 7 shared positions
$C$AMGN$SO$DUK$KMB$UL
$1.3B
97 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$OKE$C$WEC$SO$DUK$MDT
$233M
122 positions
#14Holowesko Partners Ltd.Active
Notable overlap · 5 shared positions
$KMB$EXE$SLB$UL$SJM
$395M
34 positions
#15DAVIS SELECTED ADVISERSActive
Notable overlap · 6 shared positions
$CI$TSN$DVN$CB$OC$PNC
$23.3B
112 positions
#16HAMEL ASSOCIATES, INC.Passive
Notable overlap · 5 shared positions
$AMGN$NVS$CB$PNC$DUK
$363M
92 positions
#17COLRAIN CAPITAL LLCActive
Notable overlap · 5 shared positions
$CI$SLB$BG$NEM$MDT
$295M
25 positions
#18Verity & Verity, LLCActive
Notable overlap · 5 shared positions
$AMGN$OKE$STT$WEC$MDT
$1.5B
138 positions
#19ADVOCATE GROUP LLCPassive
Notable overlap · 6 shared positions
$CB$SO$UL$DUK$MDT$KR
$665M
122 positions
#20CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 6 shared positions
$KMB$SJM$DUK$MDT$DVN$STT
$1.5B
184 positions
#21Altrius Capital Management IncPassive
Notable overlap · 5 shared positions
$STT$NVS$C$DVN$TM
$526M
89 positions
#22Peloton Wealth StrategistsPassive
Notable overlap · 5 shared positions
$AMGN$KMB$C$ABNB$SLB
$271M
91 positions
#23Econ Financial Services CorpPassive
Notable overlap · 4 shared positions
$KMB$AMGN$STT$ABNB
$214M
72 positions
#24WILKINS INVESTMENT COUNSEL INCActive
Notable overlap · 5 shared positions
$NVS$CB$NEM$SLB$MDT
$742M
119 positions
#25Robinson Value Management, Ltd.Passive
Notable overlap · 5 shared positions
$ADM$DVN$NEM$TM$MDT
$187M
75 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.