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Hedge Funds Similar to 1834 INVESTMENT ADVISORS

13F Portfolio OverlapQ1 20261834 INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

1834 INVESTMENT ADVISORS CO is an institutional investor managing $801M across 206 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to 1834 INVESTMENT ADVISORS are Cornerstone Financial, WEBSTERROGERS FINANCIAL ADVISORS,, Strategic Financial Services,, with shared positions in $UPST, $COP, $USB, $VLTO, $LMT, $T. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$UPST$COP$USB$VLTO$LMT
$109M
1,311 positions
#2WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$UPST$USB$COP$VLTO
$350M
95 positions
#3Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$UPST$COP$USB
$2.1B
152 positions
#4Cordant, Inc.Active
Notable overlap · 3 shared positions
$UPST$COP$USB
$246M
75 positions
#5Cascade Wealth Advisors, IncActive
Notable overlap · 3 shared positions
$UPST$COP$USB
$228M
60 positions
#6Level Financial AdvisorsActive
Notable overlap · 3 shared positions
$UPST$COP$VLTO
$392M
92 positions
#7NEPC LLCSmart money
Notable overlap · 3 shared positions
$COP$USB$UPST
$5.0B
51 positions
#8Brucke Financial, Inc.Passive
Notable overlap · 5 shared positions
$USB$UPST$COP$T$LMT
$197M
166 positions
#9SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 9 shared positions
$COP$USB$T$VZ$TFC$PFE
$728M
79 positions
#10Disciplined Investments, LLCPassive
Notable overlap · 5 shared positions
$UPST$COP$USB$TXN$VLTO
$279M
141 positions
#11EDGAR LOMAX CO/VAActive
Notable overlap · 9 shared positions
$USB$COP$T$BMY$PFE$CVS
$1.4B
56 positions
#12EQUITY INVESTMENT CORPActive
Notable overlap · 8 shared positions
$USB$CTRA$T$VZ$TFC$DG
$5.1B
71 positions
#13Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$COP$USB$VLTO$UPST
$451M
146 positions
#14Beacon Capital Management, Inc.Active
Notable overlap · 4 shared positions
$UPST$COP$HSY$TXN
$1.8B
57 positions
#15CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 9 shared positions
$VLTO$USB$COP$BMY$TFC$PFE
$1.4B
178 positions
#16Global Wealth Management Investment Advisory, Inc.Passive
Notable overlap · 5 shared positions
$USB$UPST$VZ$CTRA$TFC
$638M
158 positions
#17FOUNDATION RESOURCE MANAGEMENT INCActive
Notable overlap · 7 shared positions
$COP$VZ$APA$BMY$PFE$DG
$889M
55 positions
#18Wolff Financial Management LLCActive
Notable overlap · 5 shared positions
$UPST$COP$PFE$VZ$MO
$453M
103 positions
#19Financial Plan, Inc.Active
Notable overlap · 4 shared positions
$UPST$COP$VLTO$USB
$933M
94 positions
#20Drum Hill Capital, LLCActive
Notable overlap · 4 shared positions
$UPST$USB$VZ$TXN
$109M
46 positions
#21AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$UPST$COP$HSY
$445M
77 positions
#22BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$UPST$USB$COP
$126M
26 positions
#23Beacon Financial Strategies CORPActive
Notable overlap · 5 shared positions
$UPST$COP$TXN$PFE$TFC
$176M
177 positions
#24GOULD ASSET MANAGEMENT LLC /CA/Active
Notable overlap · 3 shared positions
$UPST$COP$VLTO
$576M
171 positions
#25Whitcomb & Hess, Inc.Active
Notable overlap · 3 shared positions
$UPST$USB$VLTO
$429M
64 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.