Hedge Funds Similar to Aprio Wealth

13F Portfolio OverlapQ2 2026Aprio Wealth portfolio →

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Most similar hedge funds by 13F overlap

Aprio Wealth Management, LLC is an institutional investor managing $2.0B across 636 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 Aprio Wealth are NCM, Garden State Investment Advisory Services, VALICENTI ADVISORY SERVICES, with shared positions in $BAH, $GLW, $MCD, $BMY, $ASML, $IBIT. The full ranking of 25 similar funds is below.

#1NCM Capital Management, LLCPassive

Some overlap · 4 shared positions

$BAH $GLW $MCD $BMY

$324M

194 positions

#2Garden State Investment Advisory Services LLCPassive

Some overlap · 3 shared positions

$BAH $ASML $GLW

$553M

365 positions

#3VALICENTI ADVISORY SERVICES INCActive

Some overlap · 4 shared positions

$MCD $GLW $BMY $ASML

$530M

83 positions

#4Asset One Wealth Management LLCPassive

Some overlap · 4 shared positions

$BAH $MCD $BMY $ASML

$948M

347 positions

#5Planning Strategies Inc.Passive

Some overlap · 3 shared positions

$BAH $IBIT $MCD

$160M

1,068 positions

#6WILLIAM JOHN SEMPOLINSKIActive

Some overlap · 3 shared positions

$BAH $GLW $ASML

$248M

106 positions

#7Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 3 shared positions

$327M

94 positions

#8CORDA Investment Management, LLC.Active

Some overlap · 3 shared positions

$MCD $GLW $ASML

$1.6B

85 positions

#9Principle Wealth Partners LLCActive

Slight overlap · 3 shared positions

$MCD $BAH $ASML

$2.0B

398 positions

#10SEARLE & CO.Passive

Slight overlap · 3 shared positions

$445M

194 positions

#11CONNING INC.Passive

Slight overlap · 3 shared positions

$3.3B

327 positions

#12Tower Wealth Partners, Inc.Active

Slight overlap · 3 shared positions

$MCD $GLW $ASML

$203M

101 positions

#13Lineweaver Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$MCD $GLW $ASML

$845M

182 positions

#14Lansing Street AdvisorsActive

Slight overlap · 3 shared positions

$MCD $ASML $IBIT

$472M

167 positions

#15Jackson, Grant Investment Advisers, Inc.Passive

Slight overlap · 3 shared positions

$MCD $GLW $ASML

$322M

421 positions

#16Hudson Value Partners, LLCPassive

Slight overlap · 3 shared positions

$MCD $GLW $ASML

$399M

113 positions

#17Seed Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$MCD $GLW $SNPS

$158M

100 positions

#18FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive

Slight overlap · 3 shared positions

$492M

156 positions

#19CHEMUNG CANAL TRUST COActive

Slight overlap · 3 shared positions

$541M

111 positions

#20Finer Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$MCD $ASML $IBIT

$224M

88 positions

#21TOUNJIAN ADVISORY PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$MCD $ASML $SNPS

$234M

789 positions

#22INTEGRAL INVESTMENT ADVISORS, INC.Active

Slight overlap · 3 shared positions

$MCD $GLW $IBIT

$454M

181 positions

#23Partnership Wealth Management, LLCActive

Slight overlap · 3 shared positions

$148M

67 positions

#24JACOBS & CO/CAPassive

Slight overlap · 3 shared positions

$MCD $GLW $SNPS

$1.2B

134 positions

#25Patrick Mauro Investment Advisor, INC.Active

Slight overlap · 3 shared positions

$199M

38 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.