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Hedge Funds Similar to Horizon Investments

13F Portfolio OverlapQ2 2026Horizon Investments portfolio →
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Most similar hedge funds by 13F overlap

Horizon Investments, LLC is an institutional investor managing $9.5B across 1,400 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 Horizon Investments are Kessler Investment Group, Teamwork Financial Advisors, GENESIS PRIVATE WEALTH, with shared positions in $PM, $PLTR, $KLAC, $ANET, $LIN. The full ranking of 25 similar funds is below.

#1Kessler Investment Group, LLCPassive
Slight overlap · 4 shared positions
$PM$PLTR$KLAC$ANET
$207M
82 positions
#2Teamwork Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$PM$PLTR$KLAC$ANET
$908M
182 positions
#3GENESIS PRIVATE WEALTH, LLCPassive
Slight overlap · 4 shared positions
$PM$KLAC$ANET$LIN
$356M
192 positions
#4BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$PM$KLAC$ANET$LIN
$1.8B
356 positions
#5Cornerstone Advisors, LLCActive
Slight overlap · 4 shared positions
$PM$KLAC$ANET$LIN
$3.0B
112 positions
#6SHELTON CAPITAL MANAGEMENTPassive
Slight overlap · 4 shared positions
$PLTR$KLAC$ANET$LIN
$5.5B
749 positions
#7Inspire Investing, LLCPassive
Slight overlap · 4 shared positions
$PLTR$KLAC$ANET$LIN
$2.4B
1,285 positions
#8Daybright Advisory Services, Inc.Active
Slight overlap · 4 shared positions
$PLTR$ANET$KLAC$PM
$419M
145 positions
#9Ayrshire Capital Management LLCPassive
Slight overlap · 4 shared positions
$KLAC$ANET$LIN$PM
$219M
50 positions
#10Philadelphia Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$PM$PLTR$KLAC
$161M
189 positions
#11Global X Japan Co., Ltd.Active
Slight overlap · 3 shared positions
$PM$PLTR$KLAC
$2.5B
389 positions
#12GOLDEN ROAD ADVISORS LLCSmart money
Slight overlap · 3 shared positions
$PM$PLTR$KLAC
$206M
67 positions
#13KOM Wealth Management Group, LLCActive
Slight overlap · 3 shared positions
$PM$PLTR$KLAC
$201M
96 positions
#14PRIVATE CLIENT SERVICES, LLCPassive
Slight overlap · 3 shared positions
$PM$PLTR$KLAC
$372M
232 positions
#15Elite Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$PM$PLTR$KLAC
$337M
47 positions
#16IMG Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$PM$PLTR$KLAC
$194M
639 positions
#17BostonPremier Wealth LLCSmart money
Slight overlap · 3 shared positions
$PM$PLTR$ANET
$245M
85 positions
#18KDT Advisors, LLCPassive
Slight overlap · 3 shared positions
$PM$PLTR$ANET
$72M
73 positions
#19Independent Solutions Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PM$PLTR$ANET
$766M
194 positions
#20Titan Investment Management LLCActive
Slight overlap · 3 shared positions
$PM$PLTR$ANET
$137M
40 positions
#21MATRIX PRIVATE CAPITAL GROUP LLCActive
Slight overlap · 3 shared positions
$PM$PLTR$LIN
$230M
143 positions
#22Taylor Hoffman Capital Management LLCActive
Slight overlap · 3 shared positions
$PM$KLAC$ANET
$412M
122 positions
#23FACTORY MUTUAL INSURANCE COActive
Slight overlap · 3 shared positions
$PM$KLAC$ANET
$10.6B
205 positions
#24PCB Capital LLCPassive
Slight overlap · 3 shared positions
$PM$KLAC$ANET
$82M
114 positions
#25BLALOCK WILLIAMS, LLCPassive
Slight overlap · 3 shared positions
$PM$KLAC$ANET
$154M
154 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.