13F Pro

Hedge Funds Similar to Horizon Investments,

13F Portfolio OverlapQ1 2026Horizon Investments, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Horizon Investments, LLC is an institutional investor managing $8.9B across 1,404 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 Horizon Investments, are EHRLICH FINANCIAL GROUP, Brio Consultants,, JNBA Financial Advisors, with shared positions in $GMM, $HUM, $MS, $LRCX, $MU, $AMAT. The full ranking of 25 similar funds is below.

#1EHRLICH FINANCIAL GROUPPassive
Some overlap · 3 shared positions
$GMM$HUM$MS
$174M
112 positions
#2Brio Consultants, LLCActive
Some overlap · 5 shared positions
$GMM$HUM$MS$LRCX$MU
$818M
152 positions
#3JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GMM$HUM$AMAT
$1.2B
819 positions
#4Tranquilli Financial Advisor LLCPassive
Some overlap · 4 shared positions
$GMM$MS$AMAT$ADI
$171M
132 positions
#5Detalus Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$HUM$KO
$438M
186 positions
#6Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$GMM$HUM$PLTR
$525M
138 positions
#7Atlas Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$GMM$MS$PLTR
$425M
132 positions
#8ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 4 shared positions
$GMM$MU$AMAT$LRCX
$875M
989 positions
#9McNamara Financial Services, Inc.Smart money
Some overlap · 5 shared positions
$GMM$HUM$ADI$MS$LRCX
$528M
99 positions
#10Revisor Wealth Management LLCPassive
Some overlap · 3 shared positions
$GMM$HUM$KO
$362M
327 positions
#11Sherman Wealth Management LLCPassive
Some overlap · 3 shared positions
$GMM$HUM$AMD
$116M
80 positions
#12KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$GMM$MS$NEM
$743M
262 positions
#13Advisory Alpha, LLCActive
Some overlap · 4 shared positions
$GMM$HUM$MS$AMAT
$3.7B
545 positions
#14Mascoma Wealth Management LLCActive
Some overlap · 4 shared positions
$GMM$HUM$LRCX$MS
$484M
515 positions
#15Stanich Group LLCSmart money
Some overlap · 4 shared positions
$HUM$GMM$MS$MU
$131M
47 positions
#16STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 4 shared positions
$GMM$AMAT$LRCX$KO
$113M
82 positions
#17Blue Barn Wealth, LLC
Some overlap · 3 shared positions
$GMM$MU$AMAT
$69M
46 positions
#18ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$HUM$MS$GMM$AMAT$ADI
$1.4B
261 positions
#19Hobart Private Capital, LLCPassive
Some overlap · 4 shared positions
$GMM$HUM$AMD$LRCX
$509M
132 positions
#20ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$GMM$AMAT$MS$HUM
$324M
72 positions
#21MA Private WealthActive
Some overlap · 4 shared positions
$GMM$AMD$HUM$MU
$591M
86 positions
#22Cambridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$GMM$HUM$MS
$295M
168 positions
#23LOM Asset Management LtdPassive
Some overlap · 6 shared positions
$HUM$MS$MU$AMAT$LRCX$ADI
$348M
277 positions
#24Accel Wealth ManagementPassive
Some overlap · 5 shared positions
$HUM$MS$MU$PLTR$NEM
$383M
290 positions
#25Cascade Financial Partners, LLCActive
Some overlap · 3 shared positions
$GMM$HUM$MS
$970M
263 positions

Compare Horizon Investments,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Horizon Investments,’s holdings

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.