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Hedge Funds Similar to Apriem Advisors

13F Portfolio OverlapQ2 2026Apriem Advisors portfolio →
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Most similar hedge funds by 13F overlap

Apriem Advisors is an institutional investor managing $1.2B across 182 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 Apriem Advisors are Pacific Excel Wealth Advisors, Heritage Family Offices, LLP, SNS Financial Group, with shared positions in $GLDM, $BTC, $KLAC, $BA, $ETN, $LMT. The full ranking of 25 similar funds is below.

#1Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$GLDM$BTC$KLAC$BA$ETN
$258M
228 positions
#2Heritage Family Offices, LLPPassive
Some overlap · 5 shared positions
$GLDM$BTC$KLAC$BA$ETN
$259M
233 positions
#3SNS Financial Group, LLCPassive
Some overlap · 5 shared positions
$GLDM$LMT$CRWD$BA$ETN
$5.2B
549 positions
#4Chatterton & Associates Inc.Passive
Some overlap · 4 shared positions
$GLDM$KLAC$BA$ETN
$170M
101 positions
#5Copley Financial Group, Inc.Active
Some overlap · 4 shared positions
$GLDM$LMT$KLAC$ETN
$165M
118 positions
#6R. W. Roge & Company, Inc.Active
Some overlap · 3 shared positions
$GLDM$BTC$LMT
$239M
69 positions
#7Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$GLDM$KLAC$ETN
$1.8B
529 positions
#8KICKSTAND VENTURES, LLC.Active
Some overlap · 4 shared positions
$GLDM$KLAC$MMM$ETN
$550M
154 positions
#9S. R. Schill & AssociatesSmart money
Some overlap · 3 shared positions
$GLDM$LMT$BA
$166M
25 positions
#10Kraft, Davis & Associates, LLCActive
Some overlap · 3 shared positions
$GLDM$KLAC$CTAS
$479M
155 positions
#11DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$LMT$ADSK$BA$ETN$MELI
$124M
100 positions
#12Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$GLDM$CRWD$BA$MELI
$251M
74 positions
#13Metatron Capital SICAV plc - Metatron Long Term Equity FundPassive
Some overlap · 3 shared positions
$AEM$KLAC$CF
$220M
65 positions
#14CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 4 shared positions
$KLAC$GLDM$CTAS$MELI
$982M
142 positions
#15Argos Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$KLAC$CRWD
$378M
224 positions
#16PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$GLDM$ADSK$ETN
$242M
78 positions
#17Old West Investment Management, LLCPassive
Some overlap · 4 shared positions
$CF$LMT$AEM$BA
$944M
124 positions
#18CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$GLDM$LMT$SNA
$183M
146 positions
#19CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$KLAC$LMT$CRWD$ETN
$1.3B
88 positions
#20Frederick Financial Consultants, LLCActive
Some overlap · 3 shared positions
$GLDM$LMT$KLAC
$236M
121 positions
#21Aspetuck Financial Management LLCActive
Some overlap · 4 shared positions
$GLDM$CRWD$LMT$BX
$170M
79 positions
#22Gradient Investments LLCPassive
Some overlap · 3 shared positions
$GLDM$CRWD$ETN
$7.2B
448 positions
#23MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GLDM$LMT$CRWD
$162M
106 positions
#24Fullerton Fund Management Co Ltd.Active
Some overlap · 3 shared positions
$GLDM$MMM$ETN
$1.6B
119 positions
#25PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$GLDM$MMM$ETN
$374M
117 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.